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Keep up with what’s new in fund marketing.

Marketing data insights: refining your strategy

How can the insights gained from your marketing data help you refine your sales and marketing strategy?

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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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