Fund Administrators & Asset managers

Identify, prioritize, and convert
investors faster than ever.

Fund administrators distribute and share fund factsheets with leads, deals, and clients. Booster help to determine the interest level.

Financial advisors send quotes and get real-time feedback. booster help to do the follow-up at the right time and with the right message.
Raise ​​more, better, and faster in a changing world
Securely distribute and share your analysis, factsheets, decks, and presentations, and real-time engagement monitoring.

No longer change the habits of your teams by changing the platform, everything is done within the CRM that you already use on a daily basis.

marketing lead scoring

Switch to booster to distribute your analysis, factsheet, or brochures in your website, email campaigns, emailing automation, WhatsApp campaigns, and get a new segmentation based on lead level interest.

Driving a new experience

booster offers a new UX PDF reader. You can configure your brand guidelines, add institutional video, WhatsApp integration, personalized forms as for example for "call back" or begin a digital onboarding.

Automated calendar

Each financial advisor can configure his Outlook or Gmail calendar to let leads directly schedule a meeting from your shared documents.

Generate more leads

Add a fully customizable banner with a CTA in the PDF reader. You can deploy also in your PDF readers, new fund information to generate up-selling opportunities.

For lead and deals, you have the opportunity to configure banners with information about your company, products, value proposition, or other services, etc.

Follow up at the right time

Advisors team receive notification once proposals, simulations, factsheets, or brochures were read with all detail regarding engagement and read behavior.

The perfect time to call with all information in your hands!

Improve your raising process

Direct your sales and marketing people to the best action to take based on the profile and interest of each leads or current investor.

Help your call center and sales teams streamline their sales efforts through prioritization and automation.

Improve the closing rate of your opportunities by triggering the right actions at the right time.
See how it PDF Reader looks like
“With the capability to track our proposals, we can now understand what content our leads are reading and be more relevant & effective in our communication. booster gives us critical insight into our sales process without having to change our workflow.”

Jorge Uribe
Account Manager at Britech Latam