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14
Nov

VisibleThread Users Conference | March 2019

VisibleThread Users Conference – 2019 Optimize your investment in VisibleThread – Drive better efficiency & Compliance – Customer Best Practice – New Product Releases – and more Please join us for the 2019 VisibleThread users conference. This year we’re back with a full day of bigger and better insights – usage and technical tracks. You …

30
Oct

Financial Advisors need to take a lesson from Humpty Dumpty

Financial Advisors need to take a lesson from Humpty Dumpty Too many fail to master the meaning of words and how to use them, costing clients, revenues, study says From RIABiz with Oisin Breen Published: October 30, 2018 Original Post: https://riabiz.com/a/2018/10/30/financial-advisors-need-to-take-a-lesson-from-humpty-dumpty-too-many-fail-to-master-the-meaning-of-words-and-how-to-use-them-costing-clients-revenues-study-says   RIAs and financial firms are losing out on sales, because they’ve forgotten how …

30
Oct

The top 20 worst fund houses for confusing Kids

The top 20 worst fund houses for confusing Kids From Wealth Manager Published: October 30, 2018 Original Post:https://citywire.co.uk/wealth-manager/news/the-top-20-worst-fund-houses-for-unreadable-info/a1170373?ref=wealth_manager_all_stories_list   Jargon is a common barrier to financial literacy but in too many cases obscurity is just one factor inhibiting understanding. Comprehensibility is a particular problem when it comes to key information documents, which are supposed to …

26
Oct

KIDs ‘harder to read than Moby Dick’

KIDs ‘harder to read than Moby Dick’ From Money Marketing with Justin Cash Published: October 26, 2018 Original Post: https://www.moneymarketing.co.uk/kids-harder-to-read-than-moby-dick/   Key Information Documents provided to investors cannot be understood by the majority of them, a new study has found. The documents are required under the Priips regulation in force since January, and are designed …

9
Oct

How to write for your customers, not for you

How to write for your customers, not for you From BDaily News with Fergal McGovern Published: October 11, 2018 Original Post: https://bdaily.co.uk/articles/2018/10/11/how-to-write-for-your-customers-not-for-you   Videos and podcasts may be everywhere, but written communication is what drives organisations. Think of the following ways you interact with your customers: Websites Product descriptions Emails Newsletters Chatbot scripts (for that …

24
Sep

The Most, and Least, Readable Asset Manager Websites

The Most, and Least, Readable Asset Manager Websites From Wealth Management.com with Diana Britton Published: September 21, 2018 Original Post: https://www.wealthmanagement.com/industry/most-and-least-readable-asset-manager-websites   The 2018 Clarity Index, compiled by software company VisibleThread, ranks asset managers by the clarity of the language on their websites. The information that’s distributed to investors by financial services firms is being …

19
Sep

VisibleThread at Digital Government Conference 2018

VisibleThread at Digital Government Conference 2018 VisibleThread is an exhibitor at this year’s Digital Government Conference in Dublin, Ireland. The conference is organized by EOLAS magazine. Ireland is evolving digitally. The country has a vibrant tech scene and people are consuming services online. From banking to booking holidays, digital has impacted the way people do …

17
Sep

Seeking an edge, more managers beef up websites to woo clients

Seeking an edge, more managers beef up websites to woo clients From Pensions & Investments with Rick Baert Published: September, 2018 Original Post: http://www.pionline.com/article/20180913/ONLINE/180919935/seeking-an-edge-more-managers-beef-up-websites-to-woo-clients   Institutional money managers’ websites — long saddled by jargon and vague investment descriptions — are playing a more important role as a portal for showcasing managers’ capabilities in an increasingly competitive …

14
Sep

Say “Hasta la vista” to bad content!

Say “Hasta la vista” to bad content! For years now, we’ve been witnessing the content marketing explosion. One of its main effects is that, today, all organisations are now publishers. The explosion is still growing, with the content marketing industry estimated to be worth $412 billion by 2021. However, marketing teams are often ill-equipped to …

11
Sep

VisibleThread sponsoring APMP DACH 2018

VisibleThread sponsoring APMP DACH 2018 This year, APMP DACH is asking visitors to its conference what concerns them most. Is it leaving the office late or working hard at weekends to complete bids? Or is it trying to learn, deliver quality and make the most of our time? This year, VisibleThread is joining as a …

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