Buried under a flood of performance data, risk metrics, and client reports, asset managers are under pressure to cut through the noise—and clearly communicate their value before someone else does.
That’s where data visualization comes in. It brings numbers to life, helping marketing and sales teams clearly demonstrate fund performance, explain complex trends, and differentiate investment products with engaging, digestible visuals. In fact, recent studies show that financial institutions saw a 70% increase in informed business decisions when they used data visualization tools to enhance communication and storytelling.
How data visualization benefits Asset Management firms
Data alone doesn’t sell funds — but clear, engaging, visual storytelling does. With intuitive, attractive graphics, asset managers and their marketing teams can transform dense financial data into visuals that resonate with clients and prospects.
For instance, an animated chart can show how a fund’s allocation evolved during a volatile quarter, helping investors better understand the strategy behind the numbers. Or it might showcase a multi-year performance comparison between similar products in a visually interesting way, ideal for use in pitch decks, landing pages, or social media and email campaigns.
As a long-only investor, data visualizations makes it easy to showcase fund performance against benchmarks for a view of the bigger picture. This in turn, helps highlight certain market factors that act as trigger points and attribute to fund outperformance.
Whether for internal presentations or outbound marketing, good data storytelling is key to gaining trust and providing clarity.
Elevate fund marketing with data visualization
- Clarify complex topics. Illustrating performance, risk, and sector exposure with clean, on-brand visuals helps prospects quickly grasp your fund’s positioning, without diving into technical reports.
- Support sales conversations. Equipping sales teams with engaging, visual-first assets makes it easier to highlight strengths, address objections, and close with confidence. Data visualization videos provide your sales team a clear narrative, and an uninterrupted window of opportunity to set the tone of a meeting.
- Differentiate your brand. High-quality, engaging data visuals help your firm stand out in a crowded market. Whether through interactive charts, or clean, on-brand graphics, data visualization allows you to present complex information with clarity and impact. It not only reinforces your firm’s professionalism and transparency but also signals innovation, making it easier to build trust and leave a lasting impression with clients and prospects.
Data visualization best practices
Creating a data visualization that effectively conveys your message can be a challenge. Some common issues you may face include:
- Color Usage. By using an accessible, ADA compliant color palette, you’ll ensure that your data visualization can be experienced by everyone. Try using color to emphasize important data you’d like your audience to focus on.
- Legibility. Be sure labels and axes are clearly oriented and easy to read. Use concise language whenever possible.
- Overcrowding. Avoid cramming too much data into one chart, which can reduce readability and lead to confusion.
- Messaging. The single most important step you can take to make a great visualization is to know what story you’re trying to tell. After creating your chart, try getting an outside opinion to see if it communicates your message effectively.
- Data Integrity. It can be time consuming to source accurate data when building any data visualization. Be sure to double check your sources and cross-reference your data before taking it as fact.
How AVA simplifies data visualization
AVA is a data visualization tool that empowers users with a range of controls and customization options, making it easy to create a meaningful story from data that is not only on brand, but also visually stunning.
The platform offers custom data integrations from various sources, including Yahoo Finance, making it even easier than ever to source financial data. Here’s how to use it:
- Choose the value you’d like to retrieve, such as Market Cap, Closing price, or Dividends.
- Select a date range and frequency (e.g., Daily, Monthly, Yearly).
- Then, enter your desired ticker into the search bar.
In the racing line chart below, we see a comparison of the S&P 500 to the VIX Index. Thanks to the platform’s Yahoo Finance integration, users are able source these tickers in seconds, eliminating a once tedious step of the video creation process.
Conclusion
In an industry driven by trust and insight, visual storytelling is more than a “nice-to-have”, it’s a competitive edge. For asset managers and marketers alike, tools like AVA offer a streamlined way to present complex data in a format that’s engaging, on-brand, and tailored for communication.
Whether for pitch decks, quarterly updates, or social media, a powerful visualization can be the difference between making an impression or being overlooked.
Tips you should know
- Before creating your visualization, determine a chart type that best aligns with the story you’re trying to tell. For instance, line graphs are best used to analyze trends, while donut charts are useful for showing proportions of a whole.
- Keep it simple. It’s easy to overwhelm your audience by including extraneous bits of information that can distract from your message. If it’s not helping tell your story, get rid of it.
- Just as it’s important to create ADA compliant websites, it’s just as critical to use the same methodology in your data visualizations. Use bold contrasting colors and easy to read fonts so everyone in your audience can follow along.
About HomeTree Digital
HomeTree Digital is a full-service digital marketing agency for financial services. We incorporate design & creative elements to our work and specialize in email marketing, social media marketing, paid advertising, videography, web development, custom integrations, and automations. As a Salesforce Certified Partner, we can assist with the architecture, administration, or development of your CRM. If you are facing challenges in any of these areas, please reach out to us for assistance. Personalize your subscription to receive regular updates.
HomeTree is defined as a wise resourceful home that provides knowledge, instills inspiration, encourages creativity, and protects. While harmoniously connecting its residents through its branches and roots to the outer world. This accurately describes the approach we take when it comes to our clients. We believe in excellent customer service and prioritizing you. Our mission is to provide you with the know-how to succeed in a rapidly evolving digital world.
