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Asset Management
Proactive Service and Communication
Complexity
Medium
Timeline
8-12 weeks
Outcomes
4+
Challenge
Reactive investor communication with no systematic approach to proactive engagement, updates, and issue prevention.
Solution
Build proactive investor communication platform using Journey Builder with automated triggers for fund events, performance updates, and service alerts.
Key Outcomes
- Automated proactive communication
- Event-triggered investor notifications
- Reduced reactive service volume
- Enhanced investor satisfaction
Tags
shareholder-servicingcommunicationasset-managementjourney-builderproactive
Implementation Timeline
8-12 weeks
Medium Complexity