A well-known player in the financial services industry and a credible source of information on local and global equity investing our client’s reputation thrives on its ability to provide value-based investment vehicles to the Australian investment community.
Following a period of poor performance in the global equity market against the benchmark and investor expectations, the client decided to pivot investment managers and launch three new global funds for their current and new investors.
Client: Australian Asset Management firm
Industry: Financial Services
Services: User Journey Mapping, Marketing Automation, CRM, Salesforce, Email Marketing