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DIGITAL BREAKFAST CLUB
                      for Asset Management



 Mark Sherwin Commercial Director
 Rob van Tol Senior Strategic Consultant

 19 February, 2013

 @PrecedentComms #PrecSem
Asset Manager’s Network, February 2013
Asset Manager’s Network, February 2013
“Why doesn’t
                      Asset Management
                      have better websites ”


 Mark Sherwin Commercial Director
 Rob van Tol Senior Strategic Consultant

 19 February, 2013

 @PrecedentComms #PrecSem
Asset Manager’s Network, February 2013
Asset Manager’s Network, February 2013
Relevancy




Asset Manager’s Network, February 2013
Relevancy




Asset Manager’s Network, February 2013
Emotional
  What
  emotions
  are you
  trying to
  promote /
  allay



Asset Manager’s Network, February 2013
Uniqueness




Asset Manager’s Network, February 2013
Uniqueness
To be unique is to be yourself
Let a part of your personality
be reflected in your brand

Don’t try to be all things to all people.




Asset Manager’s Network, February 2013
“Showing personality … can be a very
  powerful way for your audience to identify
  and empathize with you.
  People want to connect with real people and
  too often we forget that businesses are just
  collections of people. So why not let that
  shine through?”
  Aarron Walter, Design for Emotion


Asset Manager’s Network, February 2013
So why not let that shine through?
  Highly regulated?
  Forces | Emergency Services | NHS | Financial Services | Education | Law



  Brand is expected to be dehumanised?
  Government (Local and Central) | Law | Financial Services



  Introvert organisation?
  Science & Engineering | Government (Local and Central) | Financial Services



  Keep private & work identities separate?
  Government (Local and Central) | Financial Services




Asset Manager’s Network, February 2013
Is this true for you?
  Does Asset Management struggle to make
  emotional connections, or show a unique
  personality? Does it compensate by
  overemphasising relevancy?




Asset Manager’s Network, February 2013
Making a unique emotional connection

    Framing – putting yourself in context
    Feedback loops – giving users a sense of control
    Goal setting / Achievements – recognising users
    Story – using narrative to be more real
    Familiarity Bias – making things safe and ordinary




Asset Manager’s Network, February 2013
“Less than a cup
                                         of coffee a day”




Asset Manager’s Network, February 2013
Asset Manager’s Network, February 2013
Asset Manager’s Network, February 2013
How can you use framing?
  Does Asset Management contextualise itself?
  Or “reframe” – change the presumed context?




Asset Manager’s Network, February 2013
We are engaged by
                                         situations in which
                                         we see our actions
                                         modify subsequent
                                         results




Asset Manager’s Network, February 2013
Asset Manager’s Network, February 2013
Asset Manager’s Network, February 2013
How can you use feedback loops?
  Do Asset Management tools offer a sense of
  control? Are they integrated into the
  products?




Asset Manager’s Network, February 2013
We are engaged by
                                         experiences that can
                                         bring meaningful
                                         achievements




Asset Manager’s Network, February 2013
Asset Manager’s Network, February 2013
Asset Manager’s Network, February 2013
How can you use achievements?
  Is Asset Management too serious for
  rankings, badges, achievements, status?




Asset Manager’s Network, February 2013
Narrative elements are
                                         more believable




Asset Manager’s Network, February 2013
“Storytelling is the best way to emotionally
  connect to people. We all have stories in
  common so instead of listing facts and
  figures on your website, tell the story
  behind them.”
  Robert Mills




Asset Manager’s Network, February 2013
Info-graphic




Asset Manager’s Network, February 2013
Asset Manager’s Network, February 2013
How can you use stories?
  Does Asset Management get lost in a wealth
  of relevant detail and regulatory restriction,
  and not detail the stories behind the
  investments?




Asset Manager’s Network, February 2013
We prefer things
                                         that are familiar
                                         to us




Asset Manager’s Network, February 2013
Asset Manager’s Network, February 2013
Asset Manager’s Network, February 2013
Asset Manager’s Network, February 2013
How can you use familiarity bias
  Does Asset Management try to make the
  unfamiliar familiar? Is it a club – if you get it
  you’re in?




Asset Manager’s Network, February 2013
Making a unique emotional connection

    Framing – putting yourself in context
    Feedback loops – giving users a sense of control
    Goal setting / Achievements – recognising users
    Story – using narrative to be more real
    Familiarity Bias – making things safe and ordinary




Asset Manager’s Network, February 2013
Asset Manager’s Network, February 2013

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Asset Management Networking Breakfast 19 February 2013

  • 1. DIGITAL BREAKFAST CLUB for Asset Management Mark Sherwin Commercial Director Rob van Tol Senior Strategic Consultant 19 February, 2013 @PrecedentComms #PrecSem Asset Manager’s Network, February 2013
  • 3. “Why doesn’t Asset Management have better websites ” Mark Sherwin Commercial Director Rob van Tol Senior Strategic Consultant 19 February, 2013 @PrecedentComms #PrecSem Asset Manager’s Network, February 2013
  • 7. Emotional What emotions are you trying to promote / allay Asset Manager’s Network, February 2013
  • 9. Uniqueness To be unique is to be yourself Let a part of your personality be reflected in your brand Don’t try to be all things to all people. Asset Manager’s Network, February 2013
  • 10. “Showing personality … can be a very powerful way for your audience to identify and empathize with you. People want to connect with real people and too often we forget that businesses are just collections of people. So why not let that shine through?” Aarron Walter, Design for Emotion Asset Manager’s Network, February 2013
  • 11. So why not let that shine through? Highly regulated? Forces | Emergency Services | NHS | Financial Services | Education | Law Brand is expected to be dehumanised? Government (Local and Central) | Law | Financial Services Introvert organisation? Science & Engineering | Government (Local and Central) | Financial Services Keep private & work identities separate? Government (Local and Central) | Financial Services Asset Manager’s Network, February 2013
  • 12. Is this true for you? Does Asset Management struggle to make emotional connections, or show a unique personality? Does it compensate by overemphasising relevancy? Asset Manager’s Network, February 2013
  • 13. Making a unique emotional connection Framing – putting yourself in context Feedback loops – giving users a sense of control Goal setting / Achievements – recognising users Story – using narrative to be more real Familiarity Bias – making things safe and ordinary Asset Manager’s Network, February 2013
  • 14. “Less than a cup of coffee a day” Asset Manager’s Network, February 2013
  • 15. Asset Manager’s Network, February 2013
  • 16. Asset Manager’s Network, February 2013
  • 17. How can you use framing? Does Asset Management contextualise itself? Or “reframe” – change the presumed context? Asset Manager’s Network, February 2013
  • 18. We are engaged by situations in which we see our actions modify subsequent results Asset Manager’s Network, February 2013
  • 19. Asset Manager’s Network, February 2013
  • 20. Asset Manager’s Network, February 2013
  • 21. How can you use feedback loops? Do Asset Management tools offer a sense of control? Are they integrated into the products? Asset Manager’s Network, February 2013
  • 22. We are engaged by experiences that can bring meaningful achievements Asset Manager’s Network, February 2013
  • 23. Asset Manager’s Network, February 2013
  • 24. Asset Manager’s Network, February 2013
  • 25. How can you use achievements? Is Asset Management too serious for rankings, badges, achievements, status? Asset Manager’s Network, February 2013
  • 26. Narrative elements are more believable Asset Manager’s Network, February 2013
  • 27. “Storytelling is the best way to emotionally connect to people. We all have stories in common so instead of listing facts and figures on your website, tell the story behind them.” Robert Mills Asset Manager’s Network, February 2013
  • 29. Asset Manager’s Network, February 2013
  • 30. How can you use stories? Does Asset Management get lost in a wealth of relevant detail and regulatory restriction, and not detail the stories behind the investments? Asset Manager’s Network, February 2013
  • 31. We prefer things that are familiar to us Asset Manager’s Network, February 2013
  • 32. Asset Manager’s Network, February 2013
  • 33. Asset Manager’s Network, February 2013
  • 34. Asset Manager’s Network, February 2013
  • 35. How can you use familiarity bias Does Asset Management try to make the unfamiliar familiar? Is it a club – if you get it you’re in? Asset Manager’s Network, February 2013
  • 36. Making a unique emotional connection Framing – putting yourself in context Feedback loops – giving users a sense of control Goal setting / Achievements – recognising users Story – using narrative to be more real Familiarity Bias – making things safe and ordinary Asset Manager’s Network, February 2013
  • 37. Asset Manager’s Network, February 2013