Case Study: Westmount Partners Utilize Data Visualization for Storytelling

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Kyle Petreycik
Kyle Petreycik
Digital Marketing Innovator
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Organizations often struggle to effectively communicate data over time. While static charts are useful, they often fall short in conveying a compelling narrative—especially when measuring growth, analyzing trends, or sharing insights.

Data visualization videos can be a great solution for organizations looking to bring information to life, allowing them to make deeper connections with audiences by way of engaging visuals and audio, while simultaneously communication valuable insights using data. Traditionally, creating these visualizations has proven costly, time-consuming, and has been a grueling process with, potentially, suboptimal results—the golden age of digital has changed that.

Research by Insivia found that viewers retain 95% of message when communicated in video, compared to just 10% when reading in text. Data visualizations can also help boost social media engagement by conveying information more effectively, and better illustrate how data evolves over time with easy-to-understand visuals.

Aware of these challenges, Westmount Partners, an L.A.-based asset manager and certified B Corp, sought a solution to enhance their quarterly reports using data visualization videos to strengthen their messaging and showcase trends over time.

Simplifying data visualization

Introducing AVA, our fully customizable self-service data visualization app designed to simplify the process of creating data visualizations, allowing your data to tell a story. By using AVA, Westmount was able to create custom data visualization videos in minutes using the app’s intuitive three step process below.

  1. Select your chart type.
  2. Upload your branding.
  3. Import your data and customize.

After completing these steps, AVA gets to work, generating a range of media for you to choose from, including thumbnail images, summarized GIFs for use in email campaigns, full-length GIF and WebM animations, and MP4 videos—ideal for social media, websites, presentations, and other placements. Each are available in a variety of dimensions tailored to best fit your distribution channels.

AVA Tip:

WebM is a next gen video format designed specifically for online streaming, yielding smaller file sizes than a traditional GIF, reducing bandwidth usage, and offering SEO benefits such as faster page load speeds.

Asset Manager creates impactful data visualization videos

Westmount effectively designed custom data visualizations that reflected their brand, conveyed key insights, and enhanced audience engagement.

As Westmount explored the tool, they took advantage of customization options offered through AVA’s Enterprise tier, creating a unique bi-directional bar chart illustrating the S&P 500’s calendar year returns between 1928 and 2022. The HomeTree Digital support team quickly sprang into action, applying customizations to their data visualization video, resulting in a one-of-a-kind visualization that shows the ups and downs of the S&P 500 during that timeframe.

The firm took customization a step further in the video below, showcasing market performance during red and blue administrations. By adding visual elements, such as party mascots for Republican and Democrat and the corresponding President during that time, Westmount created an engaging visual that is both easy to understand and visually captivating. 

Creating a data visualization video with AVA was both simple and straightforward, allowing us to enhance our presentations with ease.1

Bart Zino
Marketing Manager

It’s been a pleasure to work with Westmount, creating impactful data visualization videos and bring their data to life. Data visualization videos created using apps such as AVA make it possible for anyone to better capture the attention of audiences and communicate their message through data.

Conclusion

Westmount was able to utilize AVA to generate data visualizations quickly and easily, improving their marketing materials by adding a visual flair through the use of video. In the process of working collaboratively with the HomeTree Digital team to perfect their videos, the firm provided useful feedback and suggestions, helping us to improve the app experience for everyone.

Tips you should know

  • Choose the right chart type to present your data, such as Line charts for displaying continuous data like sales growth, temperature changes, or website traffic over time. Use Bar charts for comparing performance, like sales by region or product, while Donut charts can help visualize parts of a whole, such as market share or budget allocation.
  • We recommend using high contrasting colors in your data visualizations to ensure accessibility. AVA’s integrated ADA compliance checker will alert you if your chart uses color combinations that may be difficult for viewers to see.
  • Add Milestones to bring attention to important events in your data visualizations. These can help add context to significant changes in your values and help to tell a complete story.
  • Utilize the right export format for your data visualizations. While MP4 and GIF formats may be a great choice for social media, formats like GIF and Summarized GIF work best for emails, with WebM and Summarized WebM being best for webpages respectively.
  • Get started generating AVA Data Visualization videos for free, today.

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.

  1. 1This testimonial was provided by a former client, Westmount Partners, LLC. Westmount was not compensated for this statement. This testimonial may not be representative of the experience of all clients.

Kyle Petreycik

About the author

Kyle Petreycik is a digital marketing innovator at HomeTree Digital. As a digital marketer, he has a proven track record of creating eye-catching content that captivates audiences and drives engagement. Outside of work, Kyle finds inspiration in contemporary art by frequenting some of the finest galleries New York City has to offer. He also pan-fries a killer pancake. Who doesn't love a pancake?

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