Welcome to our weekly digital spotlight!

This week’s edition of Kurtosys Spotlight features a focus on an excellent asset management website, Hermes’ Pauline Bush, important initiatives, our podcast meeting with Scott Stevens and challenges for a challenger bank.

Digital Leader Spotlight: Pauline Bush, Director – Marketing at Hermes Investment Management

Pauline-BushHaving spent her career within the financial services space, Pauline Bush has ascended the ranks to become a leading marketer in her field, looking to now expand Hermes Investment Management’s digital offering.

Starting her career at ABN AMRO Bank 20 years ago as a graphic designer, Pauline has taken a keen eye for design and detail into her role as a marketer at other firms. At Artemis Investment Management, Pauline curated an online brand and strategy after becoming an Online Marketing Manager from a Project Management position; Pauline spent ten years at Artemis, eventually covering all marketing activities and advertising, and delving into event management and third party alliances and marketing.

After some consultancy roles for various media and asset managers, Pauline now heads the marketing team at Hermes, responsible for marketing automation, digital design and production, and led the rebrand of their website, complete with fund tools and factsheets. She is also a prominent speaker, having given talks at industry events including the Investment Marketing & Innovation Conference.

Pauline features in our Most Influential Digital Leaders in Asset Management gallery, which you can find here!

Website in Focus: AGF Management Limited

AGF-website

Another website from an investment manager that immediately caught our attention came courtesy of AGF Management Limited, headquartered in Toronto, Canada.

With an excellently designed tiger logo, their overall branding is similarly great and extended across their homepage with orange and black shades. The imagery used is crisp and the typography and white space used really takes it to the next level from an aesthetically pleasing point of view. This main page is content-driven, with many links to insights and fund factsheets concisely housed in attractive blocks, or found in a responsive top toolbar.

The user can select multiple languages, and choose their investor type too. One handy feature we see less of, but is excellently implemented here, is an accessibility feature to adjust the font size.

The product finder is a prominent feature of the home page too, but we are particularly fond of the main fund explorer where clear attention has been paid to usability and information design. The design aspects are similarly attributed to the fund comparison tools. All of the site is easy to navigate and scales down extremely well for mobile.

This site has recently been added to our 50 Best-Designed Asset Management Websites gallery, which you can see here.

Podcast: Connecting the Dots – Scott Stevens

In our most recent addition to the Kurtosys Connecting the Dots podcast, we chatted with Scott Stevens, who is Head of Business Development at Quilter Cheviot.

With a wealth of experience in asset management, Scott has handled marketing, PR and communications, sales and digital expertise roles. After discussing how he divides his time between these various business roles, he outlines what the future is for wealth management, particularly the growing interest and usage of artificial intelligence and robo-advisors.

Elsewhere, Scott chats about the personalisation strategies used by some of the world’s most noteworthy companies and notes the continued importance of offline campaigns – from industry-specific events to sponsorship deals – alongside how firms can best use technology for content marketing purposes. We also discuss Scott’s love for rugby and white collar boxing for charity.

Remember, you can find all of our podcasts featuring digital professionals in asset management over on our SoundCloud page, or on the iTunes store.

Featured Event: Amsterdam Investor Forum 2019

Amsterdam-Investor-Conference

Now in its eighth year, the Amsterdam Investor Forum returns to the Venice of the North on the 19th and 20th March 2019.

For fund managers, institutional investors and those interested in the industry, it’s the perfect event to discuss the most prevalent issues that are viewed as challenges, but also the opportunities that these problems can present too. Hosted by ABN AMRO Investment Solutions, other notable participating firms include BlackRock, Deloitte, GAM Investments, Man Group and many more.

Based in the Amsterdam-Zuid region, the two day conference will take place at the ABN AMRO head office at the following address: Gustav Mahlerlaan 10, 1082 PP Amsterdam, the Netherlands.

The Amsterdam Investor Forum is an non-profit event which relies on donations to one of the proposed charities or foundations, and places will be (primarily) reserved for attendees who make a donation. Donations of over €500 per person will be mentioned as special contributors at the event.

To register for tickets, please follow this link.

Fintech News: The Negatives

Much of the fintech news we’ve been covering recently looks into the rise and rise of challenger banks looking to digitalise the fingertips of the modern customer. From launches in the US, or expanding to Brazil, to weird and wonderful design and Snoop Dogg marketing schemes of fintech products, challenger banks are stealing the limelight, although we’ve rarely seen those experiencing a few setbacks.

This is exactly the case for Revolut, one of the UK’s most highly decorated financial startups, who seem to have been experiencing a rocky road this year. Many may remember the tube adverts, where Revolut spouted statistics about its customers’ financial usage on Valentine’s Day without back-up (causing some upset on Twitter), or the loss of its financial chief. A series of setbacks was topped in the past couple of weeks where a “toxic culture” piece emerged, causing more grief for Revolut’s CEO Nik Storonsky.

However, City A.M. has revealed Storonsky’s counter-balance to the argument this week, claiming disappointment at media backlash. Many of the compliance stories he claims were just completely false.

Revolut is still a startup after all, and the management shifts and people turnaround is not uncommon. One step in a changing of the guard (and hopeful change in company representation) is the hiring of two heads of regulatory compliance and financial crime risk. Chris Singh and Dr Soup Ranjan are from the FCA and Coinbase respectively – certainly worthwhile acquisitions.

The article also notes another upside to this whole story and why Revolut will remain a frontrunner in the UK challenger bank race. It is looking to expand to Australia at the end of March, with further launches in Singapore and the US hoping to materialise in due course. Elsewhere, Softbank is speculated to be a new investor for Revolut, who are also tipped to be looking for funding of around $500 million.

It’s peaks and troughs in the fintech world; we’ll certainly track the movements of the world’s most notable startup companies in the industry.

Social Spotlight: Important Initiatives

Last week, the whole world came together to celebrate International Women’s Day, with the financial services industry certainly playing their part in promoting the women that work in the sector from C-suite positions to internships at an increasing rate.

Elsewhere in the continued efforts to promote inclusion industry-wide, the Investment Association has used social media to share an important campaign from LGBT Great – an organisation indebted to achieving LGBT+ inclusion and addressing diversify problems in the global investment and saving industry through events and education. You can see the Tweet below:

As it shows, if you are an LGBT+ person working within the investment industry, please follow to link to the survey to share your experiences. It is the first study dedicated to examining the cognitive richness brought to the investment and savings sector by LGBT+ talent and leadership.

The survey takes only five minutes to complete, with the answers remaining completely anonymous. Stay tuned for the results on 1 May 2019!

If you’d like to have news, people, a new website or articles featured here, please get in touch via Twitter or email us at marketing@kurtosys.com