Case Study: Lumyna improves investor engagement and fund data access with Thin Martian

Lumyna boosts lead scoring and investor reporting with Thin Martian

Thin Martian was engaged by Lumyna, a leading investment fund, to enhance their sales and marketing team's ability to identify, engage, and convert client prospects. The challenge was to transform their online platform to better serve institutional investors with improved client services and fund data access, all while boosting operational efficiency and reporting capabilities.

The solution implemented by Thin Martian was a seamless UX and front-end experience combined with a sophisticated CMS and tech platform. This delivered an advanced client portal and an automated factsheet generator. By integrating with Salesforce and Pardot, the project provided a single customer view and actionable insights for sales teams. Thin Martian ensured complex challenges were solved at pace through a collaborative, agile process with key Lumyna stakeholders.

Lumyna