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Marketing data insights: painting a picture of your investors

What types of information can you get on your investors? Piecing together your marketing data paints a holistic picture of your investor audience, illustrating which investors you are getting most traction with.

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Maximising value through CRM connectivity

Why is CRM connectivity important? Creating an automated flow of information between systems saves you the time and effort required to manually input data from various formats.

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Starting as you mean to go on: why hedge funds should use a CRM from the outset

Most emerging hedge funds operate on a restricted budget, and implementing a CRM to support their sales and investor relations process is often not a priority. The result? The loss of valuable early-stage data.

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