NWQ Capital Management Investment Manager
NWQ Capital Management is a boutique investment manager led by experienced institutional professionals. NWQ was founded on the core philosophy of absolute return investing.
NWQ believes conventional portfolio design is prone to undesirable volatility and large negative shocks and therefore places equal emphasis on capital preservation and return optimisation.
In its view there are 3 fundamental elements to optimal portfolio design:
- A pragmatic, market-aware approach to asset allocation
- Active exploitation of the complete universe of traditional and alternative assets
- Identification of skilled investment managers
NWQ has a strong commitment to research and education with the objective of delivering clients rigorously constructed absolute return portfolios that they can understand. NWQ serves a range of clients including high net worth individuals, family offices, non- profit organizations and other institutional clients.
THE CHALLENGE FOR NWQ
As NWQ Capital Management grows, the need to deliver to its wholesale investors the right message at the right time remains critical.
“Existing marketing campaigns were entirely manual, and as a result the ability to deliver timely and targeted communications were limited”.
With a small but agile team, focus shifted to automating manual sales and marketing processes, freeing up time to focus on the touchpoints that add value to investors and avoiding undifferentiated campaigns.
THE SOLUTION WITH PARDOT
An existing Salesforce Sales Cloud customer, NWQ Capital Management deployed Pardot to allow the business development and marketing teams to align efforts.
Pardot ensured that content reached the right prospects and in-depth reporting brought clarity to the marketing decision-making process at a management level.
“Existing marketing campaigns were entirely manual, and as a result, the ability to deliver timely and targeted communications were limited”.
Results with Marketing Automation
Maintaining a close relationship with wholesale investors has always been at the core of NWQ Capital Management’s mission. The power of fostering a personal connection was further empowered with Pardot by leveraging the built-in Eventbrite integration.
“Pardot ensured we were able to efficiently manage our own investment in marketing, further enabling us to add value to our investors throughout the on boarding process”.
Pardot enabled NWQ to efficiently plan investor events, including managing invitations, attendee records and post-event follow up.
Automation in 90 Secs
Leveraging Pardot’s web tracking functionality, NWQ Capital Management was able to highlight areas of the practice’s website that were best serving investor needs.
Where friction points were identified, Pardot landing pages and forms are now able to be easily deployed without the need for IT involvement, enabling the simple gathering of prospects’ details and the delivery of valuable information at a time when it will best benefit the prospect.
“Pardot allowed us to ensure that investors were kept at the centre of all marketing decisions, taking away the concern of marketing operations being the bottleneck to delivering campaigns.”
Pardot Overview Demo
Pardot with Salesforce
NWQ Capital Management is also able to effectively scale the attention to detail that comes with one-to-one communication without losing the personal touch.
Leveraging Pardot’s automated ‘drip nurturing’ functionality, the NWQ team is able to ensure investors are kept informed at each stage of the investment process, freeing up resources to also focus on timely communications to keep investors abreast of the current financial climate.
How Does A CRM Work?
Tony Robbins on Salesforce
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