This week’s edition of Kurtosys Spotlight features our chat with CopyLab’s Niels Footman, Allianz Global Investors’ Tom Hughes, an upcoming webinar between us and Vested, financial therapy, investing psychology, and details of next week’s ALFI conference.
Digital Leader Spotlight: Tom Hughes, Vice President, Head of Northern European Marketing at Allianz Global Investors
Starting his career at Allianz GI back in 2010, Tom began focusing on the UK retail market acting as a marketing manager and delivering many digital touchstones for the company. Namely, Tom was responsible for developing the company’s first-ever social media strategy in the UK, building on the content marketing front by acting as the creator, editor and producer for Allianz’ Risk Matters magazine and the Unconstrained Thinking blog. On top of this, we managed an award-winning educational campaign entitled #SmartRisk and managed the production of product marketing document brochures and regulatory literature as well as the full digital presence of Allianz GI.
Tom is also a regular speaker at financial events to discuss his points on digital transformation, and has featured in popular marketing publications including The Drum.
Tom is part of our Most Influential Digital Leaders in Asset Management gallery – see the full list of leaders here!
Podcast: Connecting the Dots – Niels Footman
As outlined in this 20 minute talk, Niels came to CopyLab from an editorial background, working in Seoul for the Korean arm of the International Herald Tribune and Korean Air’s inflight magazine, as well as stints in PR before working full time in financial communications. In fact, CopyLab’s workforce comes from a wide-ranging field of financial professionals and those outside of the industry, too: fund managers, analysts, journalists, academics and even teen fiction writers.
Niels discusses how asset managers can best leverage content marketing, in order to ‘be heard above the noise’, and about how the quantity vs quality debate extends beyond written articles on social media; firms need to constantly reinvent quality production to become unique in a bombardment of video content on LinkedIn. Niels also tells of the continued relevance of face-to-face events for pensions trustees and fund managers, as well as the books that inspire the written work of the employees at CopyLab HQ.
Webinar: Successful Storytelling in Investment Management Marketing Communications
Coming up very soon is the very latest webinar from Kurtosys, this time a joint effort with guests Elspeth Rothwell and Katie Spreadbury from Vested.
Vested is a wide-ranging communications agency for the financial services industry, mixing marketing, PR and communications with smart data and creativity to deliver best outcomes for their clients, which include Investopedia, Bloomberg and Betterment.
In this 30-minute webinar, Elspeth and Katie will be joined by our Global Head of Digital Rich Watts to discuss the importance of storytelling in the B2B and institutional investment space, particularly in regards to marketing and comms. Drilling further into the subject of storytelling, our hosts will reflect on story authenticity and where to find it, omni-channel marketing, and the importance of emotional connections within the financial world.
Elspeth Roswell is the CEO of Vested’s UK office, bringing 20 years’ worth of experience in financial communications, leading a planning-led approach for audience-first campaigns. Katie Spreadbury is UK Director at Vested, and has 13 years’ experience in financial services working for companies based in insurance, payments, savings, credit cards and business banking. Rich Watts oversees the global digital strategy, design and UX, and website delivery here at Kurtosys with over 20 years’ of experience working with digital channels, specifically for the asset and wealth management sectors.
The webinar will take place on Tuesday 14 May at 3pm GMT and you can register for the webinar over at this link – sign up now!
Video in Focus: Financial Therapy
Delving into a more obscure side of the financial world, but something that is also so highly valuable that it must be taken note of, is the emotional side of finance, with peoples’ relationships with money being tumultuous at the best of times.
‘Financial therapy’ may be a term that is not completely linked to practicing firms, but InvestmentNews has interviewed Rick Kahler (founder of Kahler Financial Group) who has brought psychology into his firm’s financial planning strategies.
It’s an interesting chat, looking into the basic psychology of making investment decisions (which in fact differs from what is assumed), and how he used these points to draw together financially-savvy planners and therapists to create a hybrid model of finance and emotion.
Behavioural finance is certainly a theme that we’ll continue to delve into here at the Spotlight, with this insightful interview being a great place to start to get to know this innovative confluence of ideas.
Featured Event: ALFI London Cocktail & Conference
One of the leading asset management events in the UK capital returns next week, on 7-8 May 2019; the 15th edition of the ALFI London Conference.
Taking place at Central Hall Westminster, the conference will take place over two days, bringing together over 1,400 industry experts in fund management from an expected 730 companies. The first night will consist of the traditional networking cocktail reception, whilst the second day will be a day event featuring keynote speeches and panel discussions, as well as smaller workshops running in parallel, offering insights for ALFI experts.
The main keynote speeches taking place are as follows:
- A walk on the wild side – disruption scenarios in asset management
- CEO panel discussion – “Walking the talk”; Moving from “re-imagination” to the “reality” of transforming the asset management industry
- Luxembourg: anticipating change, shaping our future and aiming for tomorrow
- “Disruption scenarios” … “structural shifts” … “shaping our future” … how does this impact the regulator
- Transformation and disruption: what can the asset management industry learn from transformation seen elsewhere?
With confirmed speakers including Directors and CEOs from such asset management companies as Schroders, J.P. Morgan Asset Management and M&G, and other companies including the Investment Association, EY and the Luxembourg Mister of Finance H.E. Pierre Gramegna, it’s the perfect opportunity to hear about ‘reimagining asset management’ from the best in the business.
Registration is free and can be found here ➔ https://events.alfi.lu/london19/
Fintech News: Three-pronged fintech attack
Making strides in both artificial intelligence and compliance issues is no mean feat, but one financial company looking to do exactly that is Citi, is regards to improving trade transactions.
The launch is a three-pronged effort, utilising the expertise of Citi, EY (for business, risk and consulting) and fraud and security company SAS for their advanced analytics platform to review global trade transactions and guarantee regulatory compliance.
SAS’s Vice President Stu Bradley notes that the complexity of the trade-finance sector is meaning that a call for disruption through technology couldn’t be more welcome, particularly with stringent compliance activities. Considering Citi need to process nine million transactions a year, he goes on to say that “SAS’ sophisticated analytics platform will help Citi drive more effective and efficient monitoring of trade transactions […] the resulting performance and enhanced risk insights should lead to a better risk posture, improved response times for monitoring, and reduced operational costs.”
The project between the three firms is named ’NextGen’, utilising AI-based risk analytics to help decision makers review huge amount of transactions, and it will also weed out any transactions which may have potential compliance issues very early on. What was a lengthy manual process can now be fully automated, and it’s certainly a story that should be reviewed by all financial firms looking to leverage digital expertise to lessen the burden of time-consuming manual tasks.
Social Spotlight: The Psychology Edition
Furthering this week’s lean into the psychological side of investing, BlackRock have tweeted the most recent edition of The BID podcast, which you can see below:
Poker may seem like a vice–but it teaches us valuable lessons about how we make decisions. On our latest podcast, @mkonnikova, psychologist and world champion poker player, discusses what she’s learned about risk and how it applies to investing. https://t.co/8QjK2nktVM
— BlackRock (@blackrock) May 1, 2019
Speaking with Maria Konnikova, a writer and psychologist turned professional poker player, she outlines how the sport (sport? game?) can best explain risk and how it links to how we make financial decisions. An informative 20 minute listen for certain, check it out!