Client

Momentum is a leading London-based asset manager controlling assets on behalf of an international and institutional client base. Their unique investment philosophy is to look for companies that are adding value through internal modernisation.

Momentum Fund Factsheet mockup
Overview

An embedded Fund Portal helps Momentum transform fund marketing.

Fund marketing is (finally) shifting from products to stories.

Traditional fund distribution via financial advisors is a product-led sales process, the conversation dominated by metrics and projections. Many investors find these conversations tedious and fail to make a connection.

As asset managers establish direct contact with investors, fund marketers can transform client interaction, shifting focus and wrapping products in compelling narratives. Using technology and data, markers can create personalised narratives that investors can connect with.

Industry

Wealth Management

Challenge

Create a new website with an embedded Fund Portal to communicate and engage investors.

Challenge

Story-telling requires new thinking for Fund Managers.

Moving from product-led conversation to story-telling is not without its challenges. Typical challenges include:

Direct investor engagement

Removing intermediaries and establishing direct contact with investors requires new marketing thinking.

Streamline fund reporting

Data sourcing and management is a challenge compounded by regulatory and technical complexities.

Personalised content

Delivering a “segment of one” digital experience requires a new toolkit that can combine content, data, and technology.

Momentum Document Library mockup
Solution

Invessed helps Momentum transform fund distribution with a Fund Portal.

Driven by the need to communicate with investors in a secure channel, the company commissioned Invessed to create a Fund Portal. The platform has allowed Prosperity to engage investors via:

Fund reporting

Personalisation-enabled fund explorer, drilling into interactive fund factsheets with a full suite of charting and data visualisations.

Documents library

Central distribution hub for the entire range of marketing and regulatory documents, easily accessible through an intelligent taxonomy system.

Fully embedded Fund Portal

The Fund Portal is fully embedded in the website, and connected to the CMS for data sourcing and editorial control. 

What did we do?

  • Strategic consulting
  • Design sprints
  • Agile development
  • Umbraco Content Management System
  • Integrate the Invessed platform for the Fund Portal
  • API systems integration
  • Personalisation
  • Azure Cloud hosting and DevOps
  • Support and maintenance contract

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All client interactions begin on digital. A challenge - but also an opportunity. 

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