Client and investor relations
Our team becomes your team.
Learn about our approach and perspective:
Communication & Analytics
There are very few things more valuable to a marketing process than the effective management of a CRM system and outbound email system. We can implement and manage these systems on your behalf.
We currently help our clients with the following (and we enthusiastically take our own medicine, of course):
Contact aggregation, cleaning and management, across your team
Adaptation of standard CRM systems to better suit your needs
Development and management of opportunity funnel tools, including bespoke lead scoring and associated analytics
Creation, distribution and management of all outbound emails, including full analytics
Set-up and manage webinars
Implement technology to track document and video views, integrating directly with your opportunity funnel
Reporting on all of the above
Thought Leadership & Content Creation
Why not showcase your market knowledge, insight and experience in areas important to your clients, partners, and other stakeholders? They’ll thank you for it, we promise.
Having built up a picture of where your expertise lies, we map this onto those areas particularly prized by your audience. Next, we look for case studies, testimonials and other evidence of this expertise and feature it prominently on your website and through other available channels. We also create targeted content, such as white papers, research studies to promote to key influencers and the press they read.
Effective thought leadership campaigns result in an improvement in perception, awareness and inbound enquiries. You will have a huge advantage over the competition if you convincingly demonstrate your expertise.
Reporting & Transactional Communications
After establishing the number and nature of the fund’s investors and assessing the fund manager itself, we develop a programme of investor communications to support reporting and transactional notices. Where available we will reference any key messaging and branding guidelines—we can develop these if they do not already exist. Of course, we also take on the work of producing the reporting and transactional communications and can work closely with fund administrators (in-house or outsourced) on both of these.
The result of improved reporting and IR is closer relationships with your investors and a more efficient process the next time you need to hit the fundraising trail.
“Matthew is hands-on, flexible and pragmatic. He goes beyond advising on marketing materials. He has been a helpful sparring partner for us in terms of strategy and focus.”