Following our survey earlier in the year, we prepared a thought leader presentation for a client. The generic slides are in the presentation below.
We’ve been running a survey on how Investment Management companies have been communicating with clients, distributors and markets during the past few months. We had a good response* and the summary findings are:
We’ve been running a survey on how Investment Management companies have been communicating with clients, distributors and markets during the past few months. We had a good response and will update this article with findings when the analysis is completed.
It looks like 2009 will be the year that Investment Managers begin to make the most of Email Marketing capabilities.
We’re undertaking a vendor selection for a client seeking a Marketing Automation and Email Marketing solution. They want to introduce efficiencies into an already very busy Marketing department while improving the service that they provide to the wider Sales and Servicing communities.
Based upon an initial criteria of integration with salesforce.com CRM, the shortlist comprises the following:
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All of these vendors have some integration with salesforce.com and Investment Management experience. However, this is a very immature software category in the Investment Management industry. The salesforce.com integration is a key factor so there are no other vendors in play at present. However as the industry and software matures, maybe there are some emerging solutions that need to be considered in future.
So has anyone experience with other Marketing Automation vendors? Are there some that don’t currently integrate with salesforce.com but are a strong enough proposition to be considered in isolation? We welcome all suggestions and comments. In return, we’ll happily share our experience of Marketing Automation within the Investment Management industry with you.
