Rydex Infographics Change The Game For Investment Marketing

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Hearty congratulations and bubbly all around to the online marketing professionals who produced GetAlts.com, a microsite launched this week by Rydex|SGI to create attention for alternative investments.

I landed on the site with minimal expectations but some curiosity about the name. Compliance officers in my past would have killed “GetAlts” for any number of reasons so the first kudos goes to Rydex for delivering a name with some marketing magic.

More important, though, is the interactivity on the site. I’ve spent a bit of time on it now—long visits that the search engines will duly note and credit the site for—and haven’t read more than 200 words. Instead, I’ve been working with the interactive graphs and charts.

If you’ve been involved in the sales and marketing of mutual funds or exchange-traded funds (ETFs) for any length of time, you’ll recognize all of these—the checkerboard of annual asset class performance, the efficient frontier graph, etc.

Distributing these in print or on the Web as flat communications has sub-optimized the information value of these charts. Rydex is changing the game for investment product marketers by animating our tried-and-true charts and adding audio explanations. They are showing what these data-heavy charts mean.

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Mind The Keywords—'Unfortunate Market Anomaly' Won't Help Search Traffic Find You

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Song selection. One of the maddening things about the American Idol competition is what consistently trips up the final 12. Their raw talent or personality gets them just so far but those who “go home early” fail to read the judges’ minds about the songs they should be singing.

Word selection. That’s the ground on which Web sites compete for search traffic. But unlike with the Idol wanna-bes, there’s no need to guess. There are ways to know which keywords drive traffic. The challenge for the leader of digital strategy at mutual fund, exchange-traded funds (ETFs) and other asset management companies is in persuading colleagues to use the more commonly used terms when they create content.

Amateur performers on Idol have youth and inexperience as their excuse for ignoring the judges' cues. But professional communications today need to cede to the easy-to-track "wisdom of the crowds.”

Journalists years ago agreed to follow the Associated Press style, and book publishers mostly conformed to the Chicago Manual of Style. But even companies that adopted either the AP or Chicago style tended to produce their own addendums documenting the instances when they wanted to deviate from common practice. Words are invented, hyphens are attached with abandon, spelling reflects individual manager’s preferences and then gets institutionalized. Nobody picks this bit of muscle-flexing as a battle that’s worth fighting.

But there’s a price to be paid for spelling and word idiosyncrasies, and your Web site traffic, your content, pays it. This is inadvertent, of course, and that’s why it’s up to you to point it out. Asset managers are publishers now and need to think of their readers.

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Does Your Branding Let Digital Do Its Thing?

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Web strategist and Forrester Research consultant Jeremiah Owyang this week wrote about the effect of letting a Web property get SNOWED—his acronym for Stakeholder Needs Overwhelm Web Experience Design.

That’s an issue that asset management marketers struggle with in trying to provide equitable support for multiple business lines—mutual funds, unit investment trusts (UITs), retirement plans, annuities, exchange-traded funds (ETFs), separate accounts—sometimes in multiple geographies and seemingly always led by warring managers.

You may start by working with a single business in a single market as a beta test for a new, cool design. But what’s produced in the test stage is almost never what’s delivered once all the various stakeholders get their crack at it, is it?

Who knows—maybe the American Airlines case study that Owyang cites can provide a neutral starting point for you to start chipping away at this matrixed approach to Web work. For today let's consider a related but less daunting challenge that calls for you to use logic, reason and expertise to appeal to your colleagues in Marketing.

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Introducing A Social Media Directory Of Asset Managers, Broker-Dealers, Financial Advisors And Media

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Today we're publishing the start of a social media directory for the asset management industry. We've aggregated what we can and now we turn to you for your contributions.

As described in our recent eBook "Who Says You Can't? 5 Friction-less Ways Investment Management Marketers Can Take Part in Social Media," (published in May 2009 but removed from the site pending an update) social media is a mixed bag for those involved in the manufacture, packaging and distribution of investment products. It's trendy and seems like fun but for some, it's too new, too transparent, too unstructured. Overall, social media is too much for many highly regulated investment companies to be comfortable with yet.

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Strike Up The Barry Manilow: We’re Talking About Feelings And Your Web Site

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While checking my RSS feeds this morning I came across an article that I reacted to with mixed emotions.

That right there should have been a tip-off: I approach the morning feed-reading like a transfusion—gotta catch up, gotta find out what’s been going on since the last time I checked in. No time for emotional responses to HTML.

But this article—How Does Your Web Site Make Visitors Feel?—slowed me down. I was intrigued and really wanted to spend some time thinking about it.

These lines, for example, took me to a place I don’t ordinarily go at 6-ish on a Friday morning:
“You have before you a computer of some type or perhaps a cell phone. It’s equipment that contains the energy forces that made it (with all their fancy scientific names). Some scientists are exploring whether objects contain the consciousness of those who built it. This is similar to organ “memory” where an organ transplant patient has the memories and physical habits of their donor.”

The author of the article (which I recommend to you) is Kim Krause Berg, a highly regarded Usability Consultant with UsabilityEffect.com. She explains that she’s been “exploring and researching the relationship between computers and people.” She describes herself as fascinated by Web sites and how and whether decisions made by Web site designers and bloggers, for example, affect us “emotionally, mentally, physically and spiritually.”

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