DealFlow Marketing empowers financial advisors to engage multiple investors throughout the investment journey, more effectively than contacting investors individually by phone and email.
Distribute teasers, presentations, and due diligence materials automatically, ensuring timely and precise information delivery. Automation and control create a seamless, trust-building experience, increasing commitment likelihood and ensuring compliance.
DealFlow Marketing revolutionizes investor engagement with intelligent, automated workflows. This boosts efficiency, reduces manual tasks, and delights investors.
Moreover, Financial Advisors can engage with more clients, driving more interest and excitement about deals through agile, cost-effective marketing processes.
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DealFlow Marketing provides precise control over distributed materials, ensuring compliance and minimizing risk.
Auditable reports offer transparency for internal and external purposes, bolstering your firm's reputation and investor trust while streamlining the investment process.
Book a DemoDealFlow Marketing reporting and analytics tools, linked to a central data mart, facilitate quick and effective performance analysis, eliminating the need for data assembly from multiple spreadsheets.
These insights refine marketing strategies, enhance business processes, and empower data-driven decision-making to stay competitive and adaptable in changing markets.
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Automated Distribution
Distribute investment teasers, final presentations, and due diligence marketing collateral at multiple stages of the investor engagement process.
Compliance Tracking
Monitor investor marketing materials to ensure compliance with regulatory requirements.
Real-time Visibility
Track marketing material distribution to understinad how effective a campaign is, in addition to internal and external reporting.
Collaborative Workflow
Multiple user roles enable teams to collaborate on creating and tracking materials.
Efficiency & Productivity
Streamline your investor marketing efforts, saving time and resources.
Version Control
Maintain up-to-date marketing materials with built-in version control, ensuring clarity and accuracy.
Unified Platform
Manage the entire investment process in one platform, delivering immense value to your organization and clients.
Customized Segmentation
Create tailored investor segments for personalized content delivery, enhancing engagement.
