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The financial services industry changes as fast as the markets.
Transparency has gone mainstream, and new technologies are reshaping digital experiences for a new generation of investors.
We partnered with John Hancock Investments on their digital transformation journey with a goal to solve some of the industry's largest operational challenges, and to provide financial advisors with the content and compelling digital services that matter most.
As the financial services industry shifts toward more transparent products and investment vehicles, data is now the critical factor in justifying financial decisions.
Our first order was to help John Hancock Investments address the challenge of integrating and distributing in-depth financial product data across the enterprise. We sought to ensure that the firm’s industry-leading insights could be easily accessed by investors and advisors.
We partnered with John Hancock Investments’ marketing, product, IT, and compliance organizations to surface complex financial data and associated risk and fee disclosures. Then, we collected them in a single system for distribution in print and digital channels across the enterprise.
We call this system “Maestro.” It’s an investment data, automation, and API platform custom built to enable digital transformation of the asset management experience.
Maestro development cost savings (compared to industry average)
from concept to launch (compared with two-year implementation of previous system)
increase in monthly active users
increase in pages per visit
increase in organic site traffic
decrease in bounce rate across sites
Data is the foundation, but it's the interface that's the brand.
We worked with John Hancock Investments to amplify the firm’s financial data and world-class thought leadership content to advisors in a new cutting-edge website, built on the Adobe Experience Manager platform.
It’s the most detailed view of fund data in the industry.
In this custom web experience, advisors can follow and compare daily price, performance, rating, and investment documentation for 180+ funds, and engage with a personalized content dashboard.
Digital relevancy goes beyond a great website. It’s about being on the right channel, at the right time, to deliver the right message to audiences as they make investment decisions.
We sought a creative solution to connect FinServ audiences with the content that matters most. As part of that media strategy, John Hancock Investments focused heavily on digital channels that provide deep insight into audience intent and content performance.
Delivering a world-class experience on the front end means integrating state-of-the art infrastructure on the back end.
In pursuit of that experience, we provided a complete overhaul and integration of back-end technologies, including a new content management system (CMS), digital asset management (DAM), customer relationship management (CRM), and single sign-on (SSO).
All in all, Manulife and John Hancock Investments’ new digital capabilities equip financial advisors and investors with the best tools in the asset management industry.
Increased content production velocity
More effective content management
Insight into which content channels and types drive user engagement with financial products
Longer-tail reach into financial advisor community through self-service tools
Ability to segment and track audience interactions, then personalize the digital experience
Advisors engaged with more resources at their disposal
Standing up automation to reduce time spent on back office tasks
Leveraging innovation to reduce risk and ensure cross-enterprise compliance
Driving more impactful business strategy through cross-channel data analysis
Elegant, performant digital products.
Personalized, automated marketing.
All powered by data & AI
Proudly a telus digital company
