Financial Times – Fund Managers Asset Writedowns Original Post – Financial Times If you’ve ever thought City fund managers spout utter nonsense, this week brings proof: a new study has found that only two of the 60 largest asset management groups communicate at levels understandable by the average consumer. According to VisibleThread’s latest language …
Study: Asset managers’ websites need to be more ‘Harry Potter’ Study finds that the top 60 asset firms’ messaging to clients is less than half as easy to read as the popular wizard books – and that’s harming trust From Wealth Professional by Steve Randall Original Article Here Asset managers have work to do to …
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Customer Experience and Investor Trust Hit Hard by Complexity – 2020 Asset Management Clarity Report Reveals From MarketWatch Original Article Here How will the history books describe 2020? A year of change, a year of uncertainty, and perhaps a year of opportunity. The opportunity to connect with customers on a more human level. The opportunity …
The worst finance firms named and shamed for ‘impossible to understand’ jargon Just two of 60 firms analysed communicate in a way that people can understand From The Telegraph by Harry Brennan Original Post Here Finance firms are failing to inform customers about the effects of the coronavirus crisis on their money and using overly-complex and jargon-heavy …
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The Best and Worst Asset Manager Websites for Clarity From Fund Intelligence by Ben Strack Join Fund Intelligence to receive the complete article Barclays Wealth Management and Federated Hermes are the only asset managers that communicate at a reading level understood by the average consumer, new research shows. Published by VisibleThread, the 2020 Asset …
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‘Prehistoric’ fund websites disappoint on Covid-19 content From Ignites Europe with Dawn Cowie Original Post Here Asset managers with “prehistoric” websites are missing an opportunity to help their clients through the coronavirus crisis. Many firms make little or no reference to the pandemic on the home page of their websites, which leaves clients searching for content …
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Meeting SEC Requirements – Technology to Support Your Efforts Original Post: Business2Community.com The SEC’s Reg BI (Regulation Best Interest) comes into force in June 2020. Are you ready to communicate plainly with retail investors? The Reg BI rule refers to “plain English” no less than 6 times. For example, you’ll find this on page 32; …
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How Plain Language Reduces Call Centre Volume By 19% Original Post: customerservicemanager.com What’s driving your call centre demand? Most callers look to clarify something. Maybe they just received a notice around revised terms for an insurance policy. Questions typically relate to these three things: payments, charges or queries around a specific product or service. For …
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What the X? The subtle differences and commonalities of CX, UX, EX and ROX Original Post: business2community.com The acronyms have landed. And they’re all from the X-files. There’s customer experience (CX) – that’s been the hot topic over the past 12 months. There’s User Experience (UX) – we’ve been talking about that in tech for …
3 Reasons Why Automation Benefits Your Proposals An article by Fergal McGovern in APMP NCA Ezine How would you describe your current proposal process? Do you use a color-team vernacular; pink, red, gold, etc.? Do you have a capture planning stage? Now when you think about your process, how much of the work is automated? …
