Can your organization use email communications to drive the discovery of your prospects’ true interests and giving inclination? Can the knowledge and skills of your prospect researchers help bring email engagement strategies into focus?

The fast-paced and lightly regulated hedge fund industry has always posed challenges for fundraisers and prospect researchers as they sought insight into a firm’s activities, performance and compensation structure. Now, after years of explosive growth and profits, hedge fund professionals face perilously fragmented financial markets, edgy investors, and federal requirements for more transparency.

Conducting a large-scale wealth and asset screening can be an extremely valuable step in your prospecting efforts. But without a strategy and post-screening action plan, the data-intensive returns can present as many questions as answers.

Prospect Management – We all assume we should be doing it, and work diligently to embed it in our organizations’ culture and processes. But it is often hard to sell to our gift officers, tough to maintain in our databases and hard to get whole organization in compliance with our policies.