Articles by Paul Fawcett

7 Examples of fund document libraries with good UX design

By Paul Fawcett on February 13, 2018

Documents are a critical part of any investment product and so careful attention is required in presenting these on asset management websites. This is especially important for those investment managers literally generating thousands of documents across…

Asset managers: embrace technology, “it’s do or die”

By Paul Fawcett on November 7, 2017

A new report from PricewaterhouseCoopers (PwC) has indicated a projected growth for the asset management industry in the next 10 years, but with this comes the necessity for firms to increase their adoption of innovative technology…

Kurtosys’ Marketing Survey Reveals Increased Spending on Digital

By Paul Fawcett on November 10, 2016
kurtosys digital marketing survey 2016

Kurtosys’ 2015 Survey aimed to find out how digital marketers at asset management firms were adapting to the ever-changing landscape of technology. Whereas prior findings showed a trend in the role of marketers as supporters of…

16 Tools to Optimise Sales and Marketing Productivity

By Paul Fawcett on September 6, 2016
productivity tools

With endless folders, emails and projects to keep track of it can become hard to organise and prioritise your conversations and files, let alone your calendar. These are some of the tools we use internally here…

Asset Management in the Social Era [INFOGRAPHIC]

By Paul Fawcett on August 24, 2016
Asset Management in the social era

PwC’s June 2016 report, #SocialMediaStudies: Asset Management in the Social Era, reviewed the growth of social media globally and in terms of asset management brands. They uncovered research in which 62% of millennials said that if a brand engages with…

RegTech: A FinTech Fad or Favourite?

By Paul Fawcett on July 4, 2016
RegTech ft Image

This year regulation technology or #RegTech has been the word (or should I say hashtag) on everybody’s lips (Twitter feed). Ever since Deloitte published RegTech is the New FinTech, a paper explaining this emerging sector of…

How 5 Asset Managers Broke the Brexit Result

By Paul Fawcett on June 27, 2016
brexit ft image

In the wake of the UK’s EU referendum and its “Brexit” outcome, the start of trading on Friday the 24th of June marked a challenging morning for asset managers across the UK and Europe. With the value…

7 UX Techniques to Improve Fund Data Display

By Paul Fawcett on January 26, 2016

“User experience” has become more than just a buzzword, it is now a foundation stone of good web design and usability. I remember when website creation was all about accessibility – making web pages available for those…

5 Popular Ways Fund Managers Use Infographics on Twitter

By Paul Fawcett on November 17, 2015
Fund Managers using Infographics on Twitter

More and more investment managers are using Twitter to increase brand awareness and connect with their audience in similar ways successful consumer brands do. For instance, firms like Deutsche Bank, Goldman Sachs and Credit Suisse (just…

Digital Marketing at Asset Management Firms [INFOGRAPHIC]

By Paul Fawcett on November 10, 2015

Recently on our blog, we posted a roundup of the findings from our digital marketing survey that had been conducted globally through e-mail. The survey results uncovered valuable information on the challenges and goals of digital marketers at…

3 Benefits of Using Microsites in Your Fund Marketing Campaigns

By Paul Fawcett on October 13, 2015

Microsites have long played a part in the digital marketing toolbox. They are designed to be small, separate entities and usually take the form of a small number of pages, maybe even a single web page….

Why It’s Important to Visually Display Data

By Paul Fawcett on September 10, 2015

For hundreds of years, people have relied on visual representations to understand information easily and quickly. In a popular TEDTalk, data journalist David McCandless talks to the engaged crowd about how data visualization can solve information…