RFPnetworks contains the tools and investor audience that investment managers need to grow their Assets under Management (AuM) faster. The tools are designed to help your Sales, Marketing and RFP teams work together as one team to win new business from investors inside RFPnetworks.
Corporate Membership gives you access to all searches and our multi-channel digital marketing solutions. Investment Managers use our platform to engage more investors, in more countries, in more investor segments, with all their products and solutions.
Here are 5 ways that RFPnetworks Corporate Membership helps investment managers grow their AuM faster:
The Integrated Digital Sales, Marketing & RFP Platform for Investment Managers
5 Digital Marketing Strategies that Grow AuM
1. Target More Regions & Countries
Increasing the number of countries you cover is a quick way to increase the volume of asset growth opportunities available to you.
Our Marketing Platform lets investment managers engage and influence investors in core and periphery markets. It creates an inbound lead funnel for your Sales people.
Our Marketing Platform lets investment managers engage and influence investors in core and periphery markets. It creates an inbound lead funnel for your Sales people.
RFPnetworks Investor Network by Domicile
Benelux (25%)
DACH (25%)
Nordics (10%)
UK & Ireland (25%)
Other EU (5%)
World ex EU (10%)
Benelux (25%)
DACH (25%)
Nordics (10%)
UK & Ireland (25%)
Other EU (5%)
World ex EU (10%)
2. Target More Investor Segments
Increasing the number of investor segments you cover within a country is another quick way to increase the number of opportunities in your pipeline.
Our Marketing Platform lets investment managers showcase to all segments of the investment management industry spanning both institutional investors and professional fund buyers. It creates another inbound lead funnel for your Sales people.
Our Marketing Platform lets investment managers showcase to all segments of the investment management industry spanning both institutional investors and professional fund buyers. It creates another inbound lead funnel for your Sales people.
RPFnetworks Investor Network by Segment
Pension Funds
Insurance Companies
Sovereign Wealth Funds
Fiduciary Managers, OCIO & Consultants
(Multi) Family Offices
Wealth Managers & Investment Advisors
Professional Fund Selectors
Pension Funds
Insurance Companies
Sovereign Wealth Funds
Fiduciary Managers, OCIO & Consultants
(Multi) Family Offices
Wealth Managers & Investment Advisors
Professional Fund Selectors
3. Target More Investors impacting Decisions
Increasing the number of individuals you engage at an investors organisation increases cross-sell opportunities and portfolio insights.
Our Marketing platform lets investment managers influence all decision makers involved in the portfolio, increasing win rates in RFP processes.
Our Marketing platform lets investment managers influence all decision makers involved in the portfolio, increasing win rates in RFP processes.
RFPnetworks Investor Network by Function
Chief Investment Officers
Investment Strategists
Asset Manager Research
Asset Manager Selection
The Investment Committee
Trustees & Advisors
Chief Investment Officers
Investment Strategists
Asset Manager Research
Asset Manager Selection
The Investment Committee
Trustees & Advisors
4. Get More of Your Capabilities Noticed
Increasing the number of products and solutions that get seen by investors is a powerful way to increase early stage engagement and meetings.
Our Marketing Platform gives investment managers unlimited opportunity to present all their capabilities to all investors efficiently. It multiplies the inbound asset growth opportunities for your Sales people.
Our Marketing Platform gives investment managers unlimited opportunity to present all their capabilities to all investors efficiently. It multiplies the inbound asset growth opportunities for your Sales people.
RFPnetworks Investor Network by Asset Class
Equities
Fixed Income & Convertibles
Multi-Asset
Commodities & Real Assets
Real Estate
Infrastructure
Hedge Funds
Currency Overlays
Venture Capital
Private Equity
Equities
Fixed Income & Convertibles
Multi-Asset
Commodities & Real Assets
Real Estate
Infrastructure
Hedge Funds
Currency Overlays
Venture Capital
Private Equity
5. Target the Entire Investor Journey
Increasing the number of touch points you have with investors along their decision journey is a powerful way of increasing RFP win rates.
RFPnetworks maximises the exposure your firm receives both before and during a search process. By continuously growing an investors knowledge of your firm, people and product, winning the RFP gets easier.
RFPnetworks maximises the exposure your firm receives both before and during a search process. By continuously growing an investors knowledge of your firm, people and product, winning the RFP gets easier.
RFPnetworks Investor Network by Objective
Follow Markets
Follow Managers
Identify New Ideas
Investment Research
Create Proposal for Board
Pre-RFP Long Lists
Universe Screens
Digital RFI/RFP Process
ODD and funding
Follow Markets
Follow Managers
Identify New Ideas
Investment Research
Create Proposal for Board
Pre-RFP Long Lists
Universe Screens
Digital RFI/RFP Process
ODD and funding
Grow your AuM Faster
RFPnetworks Corporate Membership
Request Quick Demo
Corporate Membership is an Investment in AuM Growth
An investment in RFPnetworks Corporate Membership is an investment in AuM Growth. Our plans are priced to account for the size of your budget, product palette, and content volumes. You customise your plan to meet your exposure and AuM growth objectives.
Here are 4 examples of how different sized investment management companies use RFPnetworks to build an inbound digital marketing strategy. Each firm faces their own specific challenges to AuM growth, which RFPnetworks helps them solve.
4 Investment Manager Digital Marketing Strategy Case Studies
Emerging Asset Managers
Emerging Investment Managers are often spin-outs from larger firms, managing one main product. They have limited sales and marketing resources and are too time-constrained to pro-actively raise assets.
What makes asset raising even harder for emerging managers is the reluctance of the majority of investors to seed or invest in small new firms. Their challenge is finding initial investors.
Emerging Managers use RFPnetworks to start building a presence, brand familiarity and get meetings with our hard-to-access global investor community. And pitch for searches relevant for them.
To help them win their first clients, we provide advice on how to start their digital marketing strategy, and get maximum exposure with a limited budget.
By using RFPnetworks, Emerging Managers get noticed, gain traction, and can start closing their first major deals sooner.
Boutique Asset Managers
Boutique Asset Managers usually have multiple products within a specific sub-asset class (e.g. Asia Equity). Their asset base facilitates a dedicated sales and marketing person, based at HQ, doing fly-in/out meetings with investors.
What makes asset raising hard for boutiques is threefold: Covering the potential clients; building credibility with large investors; and competing against established names.
RFPnetworks helps boutique asset managers get noticed by more investors in more countries. It also gives them access to searches which they easily could have missed. Our tools and advice helps them build the credibility they need, and outsell their larger competitors.
By using RFPnetworks, Boutique Managers learn how to win. We help them identify their strengths, beat the competition, and put them in front of relevant investors.
Global Asset Managers
Global Asset Managers manage products across various asset classes, often known for specific themes (e.g. Quant Equities) or asset class specialties, (e.g High Yield, loans and CLO's).
Their scale permits small local offices in core countries (e.g. Germany), that cover the wider region (e.g. DACH), lightly staffed with one or two sales people.
What makes asset raising hard for Global Asset Managers is their mid-sized nature. They have to out-sell entrepreneurial bluechip boutiques. And compete against even larger firms who have setup local offices many years earlier and have larger local teams.
To win more searches, they need to raise their digital game. They need to get noticed by more investors in more segments and leverage their local presence to dig deeper into the local market investor base.
By using RFPnetworks, Global Managers can widen and deepen their local coverage, and leverage their local presence to win more deals.
Largest Asset Managers
The Largest Asset Managers have products for everything, and often serve a large local asset base with large local offices.
Their challenge is getting more investors to focus on more of their products and solutions. But this is also a challenge for investors. With so many products, it is hard to know exactly where their strengths lie. As such, the largest asset managers may not receive the first call from investors.
To win more searches, the largest asset managers have to overcome their own success. Too many products and too much content on too many subjects can lead to diluted messaging and missed opportunities,
By using RFPnetworks, the Largest Managers can bring back focus to their product palette. Create campaigns for specific products that deserve investor attention. Or present solutions to problems being faced by investors. Our tools help them persuade investors to talk with them first, and keep the conversation going until the deal closes.
Corporate Membership Leverages your Firm & Your Win Rates
Digital MarketingBrand Builders
ASSET
OWNERDecision Makers
RFP TeamCapability Communicators
Maximise Inbound LeadsPre-Search Engagement
Sales TeamDeal Closers
Maximise Win RatesPost-Search Feedback
Frequently Asked Questions
What does Corporate Membership cost?
There are multiple Plans available for Corporate Membership. You can design a Plan that fits within the budget you have available. The price per plan increases as you add more exposure to target higher AuM growth.
What is the duration of Corporate Membership?
You can choose for a quarterly or annual membership. Quarterly membership is often used to run a campaign for a specific product, or in parallel with an asset managers participation is multiple simultaneous searches. Most firms choose annual membership as it is cheaper, and ensures continuous investor exposure for them on RFPnetworks.
What is your cancellation policy?
Both quarterly and annual memberships auto-renew on the day of expiration of your current term. You can cancel anytime up to the last day of your current term. We notify all members two weeks before the end of their current term to remind them to cancel if they wish. By responding on this notification email, the renewal is automatically stopped.
What is included in Corporate Membership?
Corporate Membership is an unlimited global licence for our entire Sales, Marketing and RFP platform. It covers support for all people across your entire firm, irrespective of their location. It includes automatic access to all search questionnaires, unlimited responses, and access to our digital marketing tools.
Are there discounts available?
Discounts are available when you upgrade from quarterly to annual membership. You can also choose between Standard or Premium plans.
Are searches on RFPnetworks exclusive?
If an investor chooses to use RFPnetworks to manage their search process, it makes no sense for them to run a parallel process elsewhere. As such, all searches run on RFPnetworks are exclusive to us.
Do you charge search winner fees?
Your Corporate Membership fee is the only fee that asset managers pay to RFPnetworks. We do not have a search winners fee, or charge any other fees to asset managers. We maintain a clean, transparent SaaS business model that is free from conflicts of interest.
What does the 60min demo cover?
The 60min demo is useful for Sales, RFP and Digital Marketing teams. We walk you through an investor journey using RFPnetworks. During this live case study, you will learn how to leverage our digital marketing and RFP tools to generate leads, meetings and maximise your win rate. We also explain the pricing options available to you, and give you some customised tips on how to grow your AuM using RFPnetworks.
Grow your AuM Faster
RFPnetworks Corporate Membership
Request Quick Demo
Our Story
Top Picks Best Dutch Big Data Companies
10 Most Inspiring CEOs Making A Difference 2021
Top 20 Dutch Fintech 2021
Started in 2012, RFPnetworks is enterprise-grade software that structures big data sets on investment managers. It digitises and automates any investment manager research and selection process. It is used by over 500 institutional investors and 4000+ investment managers. RFPnetworks represents the next generation toolkit for the industry.
Every year we work together to launch 2 major releases in close co-operation with our global investment management user community. In 1Q23 we launched RFPnetworks Version 16. Our most powerful release ever, v16 brings investment research & asset manager selection to an even higher level of efficiency and intensity.
We are still innovating. Helping institutional investors, family offices, and professional fund selectors make smarter decisions. And supporting investment management companies looking to raise their digital footprint, get noticed and win new assets.
"We never stop innovating."
Brian Urban, Founder & CEO, RFPnetworks™