Digital Growth | Investment Companies and Asset Management

Lack of alignment between marketing, CRM, and investor relations

Manual processes related to leads and investor inquiries

Limited insight into which activities attract new investors

A website that does not reflect the company's credibility and expertise

Growth Platform

HubSpot as an All-in-One CRM and Growth Platform
Website focused on credibility and conversion
Integration between the website, CRM, and other systems
Automation of investor journeys and internal processes

Marketing & Demand

Thought leadership and expert content
SEO and content for complex decision-making processes
Lead generation through guides, webinars, and events
Marketing automation and lead nurturing

Sales & Revenue

CRM for Managing Investment Discussions
Pipeline management and reporting
Lead qualification and segmentation
Automation of sales and advisory processes

Growth & Retention

Onboarding New Investors
Automated investor communication
Feedback and satisfaction surveys
Loyalty and upselling workflows

Automate the onboarding of new investors and eliminate time-consuming, manual processes.

Integrate multiple disparate platforms so that data is consolidated in one place.

Turn 50 employees into HubSpot super users through targeted training.

"Itch is an excellent partner when it comes to implementing and operating HubSpot. They focus their efforts on understanding our internal workflows and help customize the system so that it supports our business as effectively as possible."

Anne Gram-Skjoldager

IT Project Manager, Obton

Digital Growth for Investment Companies and Asset Managers

We Help Investment Companies and Asset Managers Drive Digital Growth

Challenges We Typically Help Investment Companies Overcome

Lack of alignment between marketing, CRM, and investor relations

Manual processes related to leads and investor inquiries

Limited insight into which activities attract new investors

A website that does not reflect the company's credibility and expertise

Investment Companies and Asset Managers

Growth Platform

Marketing & Demand

Sales & Revenue

Growth & Retention

“When investment decisions come down to trust, the digital customer experience is at least as important as in-person advice. That’s why the website, CRM, and investor relations must work together.”

How HubSpot Became the Automation Engine Behind Obton's Investor Journey

Automate the onboarding of new investors and eliminate time-consuming, manual processes.

Integrate multiple disparate platforms so that data is consolidated in one place.

Turn 50 employees into HubSpot super users through targeted training.

Read More Success Stories From Our Customers

Obton

Versalift

Ballisager

Caviart

Why Choose Itch?

You'll have a partner with experience in the investment and asset management industry.

We help implement HubSpot as the foundation for your marketing, CRM, and investor relations.

We build websites, CRM systems, automation tools, and marketing solutions so that the entire customer journey flows seamlessly.

We help you build long-term relationships with investors through data, automation, and relevant communication.

You'll get a multidisciplinary team that combines strategy, technology, and execution.

Want to Strengthen Your Digital Growth?

Book an Demo or a Meeting When It Suits Your Schedule