Want to gather more assets? Draw a picture.

July 19th, 2010 by Dan Salva

Financial matters are complicated.  There is no denying it.  But that’s no excuse for the overwhelming majority of financial communication that does little to address the situation.

It’s difficult for regular folks to make sense of it all by wading through paragraph after dense paragraph of financial-speak.  Research reveals that today’s financial consumers crave simplicity and clarity.  But even the most seasoned financial services marketer knows how difficult it is to keep things simple while delivering valuable insight.  In fact, sometimes words get in the way.

Fortunately, we’re starting to see the adoption of information visualization to help bring that simplicity and clarity to financial topics.  Make no mistake, we’re not talking about charts created in your spreadsheet software.  These are insightful and compelling infographics that give you a powerful way to help clients and prospects understand what a complicated financial topic means to their lives.  When they understand that, they understand why they should do business with you.

Here is a starter list of smart information visualization:

For more financial marketing insight like this and the latest relevant headlines, check out my posts at our financial marketing blog.

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1 Comment

Jul 20 8:24 am
Matthew Irish

I think you have to be careful with infographics—they can be just as helpful as they can be misleading (see this humorous infographic), but that is the case when representing any sort of information.

I think the current administration has shown quite a bit of interest in data and data visualization which is very interesting. To see what sort of public information is available from the executive branch, check out data.gov. They obviously see the benefits of data visualization (when done well) because back in March, Obama appointed Edward Tufte (who is arguably the foremost expert on data visualization) to help visualize how the economic stimulus is being spent. Read more about Tufte’s appointment here and here.

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