The Art of Producing Multi-Language FactSheets

By John Toepfer

There is art to producing multi-language documents of any sort, but the bar is set particularly high when focusing on data-driven documents of a recurring nature.  With documents like mutual fund factsheets, the cost and production timeline are key metrics of organizational success.  A traditional process of shipping off document files to a translation agency and counting the days for receipt of finished foreign language material – and a large bill – can be ridiculous.

In the age of content management systems and Google Translate, there is definitely a better way.

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What’s Driving Asset Managers to Change Their Websites?

The design of your website sends an immediate message to investors and advisors about what kind of firm you are. In addition, web user behavior is evolving, which means your website needs to keep up with the prevailing trends for user experience. Read on for five trends that are driving asset managers to change their websites.

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What is Rich Media?

By Emilie Totten

Rich media is one of the buzzwords of the moment, but what exactly does it mean? Entrepreneur Magazine defines rich media as engaging and interactive content that provides a deeper user experience. According to Kapost, rich media is content that goes beyond the simple blog into more exciting regions like apps, videos, games, infographics and more. As financial services marketers delve more deeply into content marketing, they may start to find that incorporating rich media could be extremely beneficial. Finding a more engaging way to portray data is a great way to build relationships with investors.Read More

4 tips for financial services firms using LinkedIn

By Emilie Totten

LinkedIn is still probably the top social network for financial services firms. In general, social media provides a unique opportunity to educate customers and engage with them. It’s also a good way to learn about investor behavior. While your company probably has a page set up, are you making the most of what the platform has to offer? Here are some tips for connecting with customers on LinkedIn:

Aim for informational and consumable content
LinkedIn is a fantastic platform for thought leadership, so it’s unwise to use it for self-promotion. The idea is to build your brand as a company that’s in the know, not advertise, Corporate Insight suggests. Instead, the materials you post should generate conversation and engagement. Posts in the popular “listicle” format can provide engaging content in a way that’s also easy and quick to consume. Your customers are busy people. Providing information that is easily digestible is valuable to them. Also consider visualizations, such as infographics and graphs.Read More