Defining The Modern Data-Driven Approach (Playbook) to Investor Relations | Episode 12

The hedge fund industry can learn a lot about monetizing data, especially through the lens of CRM - Customer Relationship Management.

One of the most interesting observations we have made at Hedgineer is IR and CRM technology within a fund remains one of the most under-served aspects of the asset management industry. We do not believe that needs to be the case any longer given the overlapping demands on the data IR uses to engage and communicate with investors leveraging Hedgineer's Platform.

And when it comes to hedge funds, customers are investors.

Kyle explains how hedge funds can apply this CRM analogy directly - taking numbers from behind the scenes, structuring the data, then employing it through a platform that works specifically for the fund’s investor relations.

It’s what CRM did for sales, yet customized for hedge funds.

Key points include:
automating investor outreach
using CRM to scale investor relations
enhancing brand perception and engagement via social media
developing a customer-centric sales model
analyzing investor data
integrating CRM systems
implementing technology solutions for operational efficiency

The time is now for hedge funds to learn from the sales world. Structure their data. Improve investors relations and set new standards of customer care through technology. Thankfully, Kyle reveals it all in this critically valuable episode.

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