Masterclass: How to create a FUM growth marketing roadmap

Attracting investors & building trust online

COVID-19 means no travel, few in person events, and very different investor expectations. 

To quote one growing fund manager:

"How do you build trust when you can't shake hands or have a coffee?"

With McKinsey predicting a digital-led recovery in 2021 fund managers and super funds are looking to new (virtual) distribution channels, new markets and a different, more digital, approach to attract investors.
What does it take to succeed in these channels, in a COVID-19 disrupted Australia?  

"The world is different. We have to change. Digital is key.”

While your digital journey and marketing roadmap is unique, there are proven approaches and KPIs. A successful marketing roadmap identifies clear target markets, has a strong investor value proposition for those markets, and increasingly uses digital engagement and tactics to engage potential investors. 

Learn a proven process from other fund managers and super funds who are growing FUM successfully.

This masterclass will teach you how to:

  • Reach and attract new investors directly
  • Use digital channels to improve institutional, adviser or retail sales results
  • Measure and improve marketing outcomes using the right KPIs
  • Virtualise sales and marketing to succeed in a COVID environment

Improve how you reach and attract investors despite COVID-19 disruption - watch on-demand now!

Register to watch on-demand

You will learn:

  • A proven process for creating a FUM growth marketing roadmap
  • How to identify new ideal investor market segments
  • The metrics to measure marketing return on expense
  • Three ways to ensure marketing delivers results you can measure and improve
  • PLUS: access to detailed presentation notes and an industry discussion


About the speakers

Carden Calder

Carden Calder

BlueChip Communication's Founder

Carden Calder is a financial services reputation, PR and communication expert. She helps finance sector Boards, CEOs, leadership teams and CMOs win the stakeholder support they need to be successful, and to build and protect both their corporate and personal reputations.



Danielle Stitt

BlueChip's Chief Executive

As a strategist with more than two decades' experience in marketing, Danielle helps clients cut through the confusion in order to create practical marketing strategies that deliver a return on their marketing investment.


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