The platform work
We designed and delivered an integrated email marketing programme on Marketo and Salesforce, with the two systems working in unison. Email journeys were tailored to financial advisers, existing investors and prospects, and campaign performance was optimised through A/B testing and Salesforce dashboards. Montgomery now has one view of investor interactions and can nurture relationships at scale.
Overview
Montgomery Investment Management, a respected Australian fund manager known for its active investment approach, engaged Great Minds to support the launch of two new global equities funds. With a need to clearly communicate the value of the new offerings to existing and prospective investors, the firm sought a partner that could align strategic messaging with marketing execution.
Challenge
Launching new funds in a competitive market requires more than a compelling product—it demands precise positioning, timely communication, and scalable execution. Montgomery needed a clear go-to-market strategy that would resonate with both retail and professional audiences, as well as a marketing automation engine to reach the right investors at the right time.
Solution
Great Minds worked closely with Montgomery’s leadership and marketing team to define the launch strategy, including audience segmentation, value proposition development, and messaging frameworks. We then designed and delivered an integrated email marketing program using Marketo and Salesforce, ensuring that each communication was targeted, compliant, and conversion-focused.
Our team also supported content creation and email journeys tailored to different investor segments, including financial advisers, existing investors, and prospects. Campaign performance was continuously optimised through A/B testing and data insights surfaced via Salesforce dashboards.
Outcome
The launch campaign generated strong engagement across key investor segments and contributed to early momentum for both funds. With Marketo and Salesforce now working in unison, Montgomery has improved visibility into investor interactions and enhanced its ability to nurture relationships at scale.
Why it matters
By combining strategic clarity with marketing automation, Great Minds helped Montgomery Investment Management move quickly and confidently from product launch to investor engagement. Our work continues to support the firm’s marketing operations as it expands its global investment offerings.
