Most investment managers’ IR teams are drowning in repetitive tasks while too few leads tend to drip in, way too slow. Smart marketing automation fixes both problems at once.

What Automation Does for You
 

Your best IR person spends 60% of their time on manual tasks: updating spreadsheets, sending follow-up emails, tracking who downloaded what. Meanwhile, qualified prospects slip through the cracks because nobody had time to nurture them properly.
 

What if automated systems did the heavy lifting instead?
 

But watch out: Automation should make your life easier, not create more dashboards to check.
 

So I’ve scanned the market to present you one that’s actually build for investment managers and fund raising since launch of the firm in 2003 (the same year I started Opalesque.)
 

The automated system I’m talking about here is essentially creating a united front out of your other productive channels through APIs that integrate pertinent marketing data across websites, social profiles, portals, preference centres and more.
 

Here’s a simple 3-Step Automation Setup that’s easy to implement and actually works:
 

Step 1: Pick One Problem, Automate It
 

Don't try to automate everything. Pick your biggest time-waster. You could look at things like:

• Email follow-ups after meetings/calls/webinars, etc.
• Lead scoring based on content downloads.
• Prospect segmentation enriched with insights and analysis from all channels.

Set up ONE automation. Master it. Move to the next.

Step 2: Use What You Already Have
 

Don’t reinvent the wheel. Most CRMs already support automation and integrate with your website, social, and email tools.
 

But with AI and an integrated automated marketing system, you can take your work efficiency to a whole other level.
 

You start with tracking investor behavior, segment by interest or geography, and surface key insights—without manual digging. It’s smarter targeting, using tools you likely already have.
 

Then comes the automated – always personalized ­– outreach and follow up.
 

Step 3: Let It Run, Then Optimize

• Week 1: Set it up
• Week 2-4: Let it run without interference
• Month 2: Check the numbers and tweak

What This Actually Saves You

Before automation:

• 8 hours/week manually following up with prospects
• Missed opportunities because follow-up was inconsistent or lacking content & interaction
• No clear view of which content actually drives interest

After automation:

• 30 minutes/week monitoring and optimizing
• Every prospect gets timely, relevant follow-up
• Clear data on what content converts prospects to meetings

The Bottom Line
 

Good automation doesn't replace your IR team—it frees them up to do what humans do best: build relationships and close deals.
 

Start small. Pick one repetitive task. Automate it this week.
 

Want a marketing platform built specifically for investment managers? Paul Das and his team at ProFundCom offer automated systems designed for the financial sector. Request a free demo here.