Case Study: Global Strategic Capital boosts asset raising and retention with ProFundCom

A ProFundCom Case Study

Preview of the Global Strategic Capital Case Study

How ProFundCom is helping Global Strategic Capital are using digital analytics to raise AuM

Global Strategic Capital (GSC), a Zurich-based investment boutique, sought a digital solution to help them raise and retain assets while aligning with their focus on technological innovation for clients. ProFundCom approached GSC with a proposition for its digital marketing platform, which immediately captured their interest as a modern way to enhance their marketing and communication strategies.

The solution from ProFundCom provided GSC with a powerful and scalable platform for professional communications and in-depth analytics. The implementation was supported by ProFundCom's excellent guidance. Key results included the ability to create professional communication templates, track recipient engagement, and integrate a game-changing CRM that centralized all client data. The platform's analytical power allowed GSC to prioritize contacts based on engagement, significantly improving sales and relationship management efficiency. ProFundCom has become an indispensable tool that the lean company continues to grow with and has recommended to other asset managers.


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Global Strategic Capital

Marion Hufschmid

Partner


ProFundCom

7 Case Studies