Ep. 12: Defining The Modern Data-Driven Approach (Playbook) to Investor Relations

The hedge fund industry can learn a lot about monetizing data, especially through the lens of CRM - Customer Relationship Management.

In this episode, long-time Salesforce executive Kyle Johnson joins us to discuss how CRM went from a fringe business concept to a core driver of today’s corporate environment. And here’s the key, CRM is really all about data. Names, phone numbers, emails, dates, etc. The genius comes in structuring that information in a format that salespeople can use to drive revenue and improve customer relations overall. 

And when it comes to hedge funds, customers are investors.

Kyle explains how hedge funds can apply this CRM analogy directly  - taking numbers from behind the scenes, structuring the data, then employing it through a platform that works specifically for the fund’s investor relations. 

It’s what CRM did for sales, yet customized for hedge funds.

Key points include: 

• automating investor outreach
• using CRM to scale investor relations
• enhancing brand perception and engagement via social media
• developing a customer-centric sales model
• analyzing investor data
• integrating CRM systems
• implementing technology solutions for operational efficiency

The time is now for hedge funds to learn from the sales world. Structure their data. Improve investors relations and set new standards of customer care through technology. Thankfully, Kyle reveals it all in this critically valuable episode.

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