Key Personalisation to capitalise on financial services investment growth
Client Engagement
Blog - 3 mins read
The UK has recently ramped up efforts to position itself as a prime destination for international investment through regulatory reforms, tax incentives, and a strategic focus on high-growth sectors like digital technology and green energy. These measures are part of a broader government initiative to create an economic environment that fosters both stability and innovation, appealing to global investors who prioritize low-risk, high-reward markets. With more opportunities and more competition, there is more pressure to stand out.
Why personalisation is critical
The quality of communication influences investor perception. The market is oversaturated with information and competitors, making it essential for personalisation to be highly targeted and relevant, with clear and easily digestible communication. The research supports this; when GEN Z are looking for financial advisors, they turn to those that take a comprehensive approach to serving clients.
To power personalised investor relations (IR), firms can adopt several tech-enabled methods, focusing on accessibility, tailored messaging, and giving investors control over their experience.
Customising the Message
Creating curated experiences and multimedia content allows firms to deliver more personalised and engaging experiences. Digital environments can be tailored to specific investor segments, offering relevant content that meets their unique needs and preferences.
Enabling Engagement
Interactive features and events are a great way to enable and encourage engagement. Live polls, Q&A sessions, and real-time feedback can significantly enhance the experience; these tools in return, provide valuable insights into investor preferences and concerns.
Event apps in the past had only been used for hosting agendas, breakout sessions and for content to be uploaded, but are now offering more for attendees that demand more from their event experiences, expecting flexibility in meetings and engagement features, all in real time. Advanced match-making and session engagements allow organisers and stakeholders to capture more in terms of sentiment and intent. AGMs, investor updates that take place in face-to-face environments, benefit from technology and afford greater opportunity to engage here, too.
Build stronger relationships and attracting high-profile speakers
Accessibility is crucial in ensuring that web content and events are inclusive for all stakeholders. Ensuring that websites and digital communications are easy to use broadens the reach and demonstrates a commitment to inclusivity and compliance, something that is increasingly under the spotlight.
The platform I found really good, particularly in its accessibility. More than accessible it’s clearly been built based on inclusion and that really makes a difference in terms of usability not least for me but for everybody. Everything that I try and do in parliament is based around the golden threads of inclusion and innovation. I really felt the platform lived up to that
Lord Chris Holmes, Paralympic swimmer and member of the House of Lords
A new standard for digital client engagement
It’s time to offer a single access point to a diverse range of digital content, across desktop and mobile – from on-demand videos, articles, and podcasts to live experiences like webinars, AGMs and investor meetings. This way firms can ensure that digital engagement is not just an adjunct to physical interactions but a core component of the client experience, mirroring the quality and prestige of in-person interactions and services.
Forward-thinking investors who embrace personalisation can unlock numerous advantages from enhanced brand perception, trust and loyalty to stronger client relationships. Importantly for the firm, this will also deliver rich data that can support strategic decision-making, and power their AI engines of the future.
The original article first appeared in Finextra and Finance Derivative.