Case Study: Momentum Global Investment Management transforms fund marketing with GrowCreate’s embedded Fund Portal

Momentum Global Investment Management launches an embedded Fund Portal with GrowCreate

Momentum Global Investment Management, a leading London-based asset manager, faced challenges in transforming its client engagement from a traditional, product-led sales process to a more compelling, story-driven approach. Their hurdles included establishing direct investor contact, streamlining complex fund reporting, and delivering personalized content. To address this, they partnered with vendor GrowCreate and utilized the Invessed platform to create an embedded Fund Portal.

GrowCreate's solution was to develop a new website with a Fund Portal fully embedded into it and connected to Umbraco CMS. This portal provides personalized, interactive fund factsheets with advanced charting, a central documents library, and a streamlined system for data sourcing. The implementation by GrowCreate enabled Momentum to directly engage its institutional investors with a personalized digital experience, transforming its fund marketing and distribution.

Momentum Global Investment Management