at Financial Technnology Year
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Distribution & Sales
The unit focused on marketing fund products through various channels, including financial advisors, institutional consultants, platforms, and direct-to-client channels. This team drives asset gathering and revenue growth.
This department is part of the Fund Management business area .
Products fall into the following categories:
Marketing Automation Platforms
15 products
Software that automates marketing workflows, campaign management, lead nurturing, and performance tracking across digital and traditional channels.
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