E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
1
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
2
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
3
FIRST CLASS, PERSONALISED CUSTOMER EXPERIENCES NEED TO BE AT THE CENTRE OF COMMERCIAL STRATEGIES BECAUSE THEY ARE VITAL FOR COMPETITIVE DIFFERENTIATION AND, INCREASINGLY, JUST FOR SURVIVAL.
2019 ADOBE DIGITAL TRENDS REPORT
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
Thank you for meeting with us. Over the past decade, the Financial Times and Markit Digital have successfully collaborated on a number of different projects. As we pause to survey the changes that are occurring within the landscape of technology and innovation, we’re considering how we can apply what we’ve observed toward enhancing the readership experience of the Financial Times. Over the next several pages, we’ll look to address key themes, how they translate to the FT, and how Markit Digital can help make these initiatives a reality.
4
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
4 WHO WE ARE
5
10 20 THE SOLUTIONS WE OFFER
HOW WE'VE WORKED TOGETHER
24 32 34 IDENTIFYING DIGITAL TRENDS
ENHANCING THE READERSHIP EXPERIENCE
CREATE PERSONALISED EXPERIENCES
40 46 50 MAKE INSIGHTFUL CONNECTIONS
ADD VALUE TO SUBSCRIPTIONS
MOVE BEYOND THE SCREEN
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
Who We Are At Markit Digital, we have been designing innovative financial data visualisations, interfaces and user experiences for over 25 years. Our culture centres around the belief that design is an iterative and collaborative process. We are visual communicators with deep experience in financial data. Our extensive understanding of the industry and what’s coming next informs everything we do. We believe that information is everything and is everywhere; good design makes it approachable, usable and ultimately insightful.
FOUNDED
1992 1.7TB 2.6M 500M+ FTP DATA PROCESSED WEEKLY
PEAK QUOTES SERVED PER MINUTE
PEAK PAGE VIEWS IN ONE DAY
6
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
/ 37
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
/ 28
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
The Problems We Solve We create sophisticated solutions to everyday problems by providing simpler workflows and better guidance. We come up with new ways to address age old problems for everyone from novice to expert.
WE HUMANIZE DIGITAL EXPERIENCES
Not only should digital experiences be easy to use, they should also be easy to understand. Curation of content and language plays a key role in creating streamlined and engaging workflows considerate of the people for which they are designed.
WE CURATE SMARTER INSIGHTS
Data-driven experiences present massive amounts of information on every page. We help users move through data quickly, reducing friction, streamlining journeys, and providing timely insights and relevant guidance that enable customers to take action.
WE CREATE RESPONSIVE EXPERIENCES
A seamless user experience, regardless of channel or device, reflects the entire journey—not just a single interaction. From web, mobile, and tablet applications to email and chatbots, we design ubiquitous, multi-device experiences that support users where they are and whenever they look to access their data and services.
WE STORYTELL WITH DATA % OF FORTUNE 500 COMPANIES SERVED
85
From data visualisation to interactive storytelling, we are constantly pursuing new forms of data display that delight and engage customers and help shed light on complex material in innovative and highly curated ways.
WE CREATE RELEVANCE
Users are expecting to receive curated, relevant content across a variety of platforms including smart home speakers, virtual reality, and others. Through our delivery solutions, we work with clients to turn an abundance of financial data into relevant insights across a variety of experiences.
9
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
10
How We Innovate The concepts we’ve created in design, technology, and analytics are inspired by a desire to improve the consumption of financial data. Founded in 1992, we have been pioneers of FinTech ever since—evolving our delivery channels to the internet, mobile apps, wearables, smart homes, and virtual reality.
Integrated news, research, & ratings data within charts Developed financial tools for personal devices (Palm Pilot)
Delivered research reports via fax
Delivered first browser-based interactive financial workspace using HTML
Deployed the first stock screener
1994 1992
1998 1997
Designed financial data for web-based consumption
First launch of price, volume & earnings alerts
Launched SmartText: Dynamically generated commentary
2001 2000
2003
Evolved data visualisation to include heat maps and 3D modeling
d
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
11
Served dynamic quote ads triggered by significant market and price events
Launched F2, an open source framework helping firms integrate tools and content from multiple providers into a single front-end
Introduced Adhesion, our targeted ad design agency and serving platform
2004
2010 2008
Introduced HTML- based interactive charts
Developed a digital investment environment in virtual reality SmartText activated on Amazon Alexa Developed dynamic video to deliver personalised content
2014 2012
Developed and launched the Financial Times iPad app (in advance of iPad availability)
2017 Created personalised digital experiences to optimise user engagement
disrupt
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
The Solutions We Offer We enhance the digital experience with content, tools and workflows that leverage realtime and trended behavioural data to deliver the right content at the right time across channels.
WHAT USERS NEED
THE SOLUTIONS WE OFFER
? Straightforward interfaces that are simple to navigate, easy to use, and can readily surface contextual insights.
SmartText is intelligent, natural language that is dynamically and automatically generated through robust decision trees.
? Technology to make personalised and insightful connections, bringing the most important events to the foreground.
MIND delivers news insights derived from our proprietary engine and enriches the experience by presenting information that a user may not have found on their own.
? Complex information that can be explained through natural language, paired with a conversational interface that guides users to actionable and relevant outcomes.
Conversational UI presents the best contextual information, tool, or display, via a question and answer format, allowing users to seamlessly move through data.
12
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
WHAT USERS NEED
THE SOLUTIONS WE OFFER
? Displays that seamlessly adapt to highlight and summarise content that is most important to users.
Dynamic video prioritising news, events, signals, and insights, displaying only the content most relevant to users.
? Dynamic experiences that update and become increasingly insightful as a result of the system learning individual preferences.
Digital personalised marketing by building a targeted experience based on user data, personas, user habits, and interactions formulated over time.
? A consistent experience across environments such as virtual assistants, mobile, desktop, and wearables.
A modular framework building upon a system of complementary components to deliver a unified message.
13
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
Our Design Principles We begin each design engagement with an understanding of needs and business goals, and translate those into stories leveraging real data to inform and create engaging, rewarding, and beneficial experiences for users. These are the principles that drive us in our daily work.
DESIGN WITH EMPATHY
It can be all too easy to forget that people are affected by every design we create. We strive to relentlessly think about people as we create our work, advocating for better user experiences.
CARE ABOUT CONTENT
We take the time to fully understand the content and data we design for and with. Genuinely caring about content makes our designs smarter, more valuable and more interesting.
CONSIDER THE MACRO & MICRO
We’re considering strategy and the future of the news industry one day, then debating over the spacing of pixels on others. We believe a holistic attention to detail helps separate a great design from an adequate one.
DESIGNERS
37
EMBRACE THE PROCESS
We work closely with stakeholders throughout projects, ensuring clients have every opportunity to provide feedback and help us course-correct. This means we all work together to create ideal solutions for end users.
HUMANISE TECHNOLOGY
We believe that it’s our job to make abstract technology accessible so others can focus on their own tasks. Our company has invented some great technologies, always with the aim of making people’s lives better and easier.
14
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
15
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
16
Our Scalable Infrastructure Our established technology provides the tools and infrastructure that enable us to create custom financial solutions for our clients that are secure, fast, scalable, accurate, and manageable.
DATA ONBOARDING
RAW DATA
DATA NORMALISATION
FIELDED DATA Thomson Reuters Knowledge Fundamental Data Morningstar Equity & Fund Data Zacks Earnings Estimate Data S&P Global Fundamental Data Moody's Corporate Bond Ratings
Data Management Architecture
REPORTS/DOCUMENTS/MULTIMEDIA Refinitiv Stock Reports+ CSFB Research Reports Dow Jones News Thomson Reuters News CNBC Video Clips
Document Management
MARKET DATA Revinitiv Elektron Morningstar Refinitiv TDF Telekurs Bloomberg API PROPRIETARY DATA Securities Accounts Regional User Analytics
STREAMING FTP API WEB
Market Data
CrossReference
SQL
SAN
RAM
NOSQL
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
17
HOW IT WORKS
It is easiest to think of our platform as a factory, with the data arriving on the left of this diagram and making its way through the factory as it becomes a web page, PDF report or iPhone application. Many of the subsystems our clients leverage are represented in this diagram. We use a multi-tenant architecture, so while there are many instances of each application server in each of our data centers, only web servers are client-specific.
BUSINESS APPLICATIONS
We understand that the volume of data and number of users continue to grow and we have established a technology solution to match and even out-pace that increasing trend. Through optimal systems, efficient procedures, and a 365/24/7 technical support staff, we support clients and their users all over the world.
MICROSERVICES INTERFACES
FRONT-END INTERFACES
FINISHED OUTPUT
Web API Packaged Data Retrieval Cross-Reference Market Data Image Generation Document Search Alert Generation Portfolio Entitlements Subscription SmartText Session Management Authentication Usage Reporting Personalisation Video Rendering Dynamic Targeting
JavaScript CSS
Web Service Web Page
HTML5
Mobile Web
Canvas
Mobile Native
Data API(s)
HTML Email
Objective-C
PDF Report
JAVA
Streaming
Angular
Messaging
React Vue
F2 MPEG/MP4 Dynamic Ad Creative
PRIVATE CLOUD-BASED INFRASTRUCTURE Instrumented Communication Layer Data Event Management
Service Discovery
Distributed Caching
Monitoring: Hardware, Network, Host, Application, Experience Release Management: Provisioning, Configuration, Deployment, Test Automation
Usage Analytics
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
Our Optimised Data Platform Our execution method starts with shared services, feature delivery and component platform delivery that sums our agile execution. At the center of our methodology is design expertise and domain knowledge.
NORMALISATION
We seamlessly combine content from disparate sources to create provider-agnostic searches, filters, and displays. Aggregations are customised to your criteria and fully compliant with all entitlement and attribution requirements.
DATA ENRICHMENT
Your data experience is enhanced through advanced analytics, custom calculations, and other derived content, including event based triggers. Enriched data can be normalised alongside fielded and user-generated data to create optimal insight and business value.
DATA CATEGORIES
9 34
DATA PROVIDERS*
SERVICE PROVIDER MANAGEMENT
Our data process event management systems, combined with our deep relationships with many of the industry’s leading data providers, allow for the efficient and effective management of data acquisition.
18
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
EXCHANGE DATA
FUNDAMENTALS
19
ETFS & FUNDS
■ FactSet
■ FactSet
■ IHS Markit
■ Morningstar
■ Morningstar
■ Lipper
■ Refinitiv
■ Refinitiv
■ Morningstar
■ SIX Telekurs
■ S&P Global
■ XTF
■ Zacks
FIXED INCOME
SECTOR / INDUSTRY
ECONOMIC EVENTS
■ IHS Markit
■ FactSet
■ Briefing.com
■ Moody’s
■ GICS
■ Econoday
■ Refinitiv
■ ICB
■ FactSet Callstreet
■ S&P Global
■ Morningstar
■ Refinitiv
■ Refinitiv
■ Wall Street Horizons
NEWS & CONTENT ■ Acquire Media
■ CFRA
■ ESG
■ Associated Press
■ Comtex
■ Refinitiv
■ Briefing.com
■ Dow Jones
■ Social Sentiment
ANALYST RESEARCH ■ Argus Research
■ CFRA
■ HSBC
■ BAML
■ Credit Suisse
■ JPMorgan Chase
■ Barclays
■ Deutsche Bank
■ BNP Paribas Securities
■ Goldman Sachs
YOUR DATA ■ Analytics
■ CRM
■ Ratings
■ Blogs
■ Commentary
■ Segmentation
*SELECT LIST
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
Our Execution Methodology From realtime, streaming market data to highly curated proprietary datasets, the scale and leverage of our data platform delivers high-quality data aggregation and enrichment in a fraction of the time and cost a ground-up solution would require.
Agile Execution
Shared Services
Design Expertise Domain Knowledge
Platform Delivery
Feature Delivery
20
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
HOW IT WORKS
We consume 3,000+ inbound data feeds from 1,350+ unique sources of fielded content, documents, and streaming data in a variety of formats, including flat files, XML, text blocks, portfolio data, PDF and video.
FEEDS
3,000+ 1,350+ UNIQUE DATA SOURCES
21
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
22
How We’ve Worked Together The FT and Markit Digital have worked together for nearly 10 years, beginning with an industry-leading iPad app to the current feature-rich and responsive web research platform. As we continue building our relationship, we’re always striving to create innovative and groundbreaking experiences.
Alerts Hub iPad App
Markets Data Web App
Markets Data Redesign
Module Builder
Thomson Reuters Data Refresh
Salesforce App Portfolio Tool
2011 2010
2013 2012
Chart Builder Trader Tearsheets Android App Economic Calendar IC Redesign iPhone App
Markets Data Enhancements Responsive Alerts Admin Tools - Security Features
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
23
IC Responsive Redesign
Markets Quick View
Alerts Hub
CMS Updates
Lexicon Enhancements
World Markets Enhancements
Keyword Alert API Suite
Portfolio Improvements
MIND Integration
Component Redesign
2015 2014
2017 2016
2019 2018
Markets Data Responsive Redesign
Portfolio Redesign
Investor Relations CMS
Funds Rebuild
Sectors Rebuild
Markets Data Feature Enhancements Personalised Markets Data Redesign My Tearsheet Updates UI Test Automation Portfolio Uplift
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
Previous Concepts ESG DATA
This concept offered users the ability to view the macro and micro ESG impact across the globe while also tying in relevant research, articles, and portfolio data.
FT TRENDS
This animation displays topic trends throughout the day. Users can also view recurring topics of the week, providing an arena to explore other areas of interest.
24
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
25
ESG TEAR SHEET INTEGRATION
The tear sheet integration is an ESG scorecard for individual equities, giving the user a quick summary view of a company’s global footprint.
PORTFOLIO STRATEGY BUILDER
This concept guides investors through a goal and allocationbased process while serving up relevant investment ideas that can be converted into observable results within their FT portfolios.
FIND OUT MORE ABOUT THESE IN THE DECEMBER 2018 PITCH BOOK
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
T R E NDS
26
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
27
IDENTIFYING DIGITAL TRENDS
Digital experiences are a ubiquitous part of most people’s lives. For work, entertainment, and more, we now use digital tools to manage different parts of our day-to-day.
users grows, applications can deliver more and more value. Anticipating next steps—as well as surfacing related information when and how the user wants it—can optimize users’ time in the digital space and empower them with insights and knowledge rather than data points.
Early user experiences were often organised around the data, creating disparate silos of content spread across different areas of an application. Modern and intuitive experiences should understand what the user needs are and bring these pieces together into one place. As understanding of
“
FROM THE POTENTIAL OF 5G TO THE POWER OF AI AND MORE, THESE TRANSFORMATIVE TECHNOLOGIES ARE NOW CONVERGING TO CHANGE FUNDAMENTALLY HOW WE INTERACT WITH THE WORLD, HOW WE DO BUSINESS, AND EVEN HOW WE COMMUNICATE WITH EACH OTHER.
”
IHS MARKIT 2019 TRENDS REPORT
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
28
Shifting Toward Passive Our lives are getting busier. Tasks such as reading the news, researching investment decisions, and checking the markets can be overwhelming and time-intensive. More and more, people are looking for easy-to-use, trusted digital encounters to streamline complicated content and tasks. Similarly, people have come to expect convenience from digital tools that help inform and assist them with making responsible investment decisions on their own. These tools should help facilitate research and everything else that goes along with the comprehensive decision-making process regarding investments: from clarifying the construction of a portfolio to making connections between different types of investments and information.
Those Who Trust Technology & Use Automated Services to Help Generate Financial Decisions
59%
40%
24%
MILLENNIALS
GEN XERS
BABY BOOMERS
“
YOUNGER AUDIENCES IN PARTICULAR DON'T WANT TO GIVE UP INSTANT, FRICTIONLESS (AND IDEALLY FREE) ACCESS TO A RANGE OF DIVERSE VOICES AND OPINIONS. THEY DON'T WANT TO GO BACK TO HOW THE MEDIA USED TO BE.
”
QUOTE & DATA: 2019 DIGITAL NEWS REPORT
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
CURIO (US). Curio offers audio translations of content from publication participants, turning readable news into something users can listen to on the go. "But with life too fast, days too short, and our attention fragmenting by being constantly distracted
by our screens, we knew we had to design an experience where people would get smarter, feel happier, and become more empathetic to the world around them - with none of the effort."
CARE OF (US). Care of Vitamins is tailored to users’ specific lifestyle and diet. They begin by taking a quiz that prompts them with a series of questions regarding health, mood and activity level. They are then given a personalized and tailored
recommendation plan. Users can choose to subscribe to the plan or purchase vitamins in an a la carte style, delivered monthly in a convenient, compostable pack.
FINIMIZE (UK). Founded in 2015, this London based FinTech to makes finance more accessible for millennials. The application aims to help “anyone take control over their future in three minutes
by providing a detailed and personalised financial plan” guided by deep research and algorithms.
/293
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
30
Humanising Digital A winning digital experience is both personalised and easy to understand. Curation of content and language plays a key role in creating streamlined and engaging journeys that consider the audience for which they are designed. This is especially important for tasks that require consulting layers of seemingly unrelated data. From purchasing to investing, making a complex decision requires research and analysis to devise plans, inform decisions and take action.
As digital experiences mature they should understand, protect and reward users. Considering different types of people and ranges in skillsets helps to not only initiate appropriate experiences, but also helps build trust and earn the respect of customers.
Those Who Have Listened to a Podcast in the Past Month 55%
35%
15%
0%
53% 39% 37% 35% 35% 34% 32% 31% 30% 30% 29% 27% 26% 25% 24% 23% 23% 21% KOR
SPA
IRE
USA
SWE
POR
AUT
NOR
ITA
SUI
CAN
AUS
FIN
FRA
DEN
BEL
JPN
UK
BASED ON PERCENTAGE OF RESPONDENTS FROM 2019 DIGITAL NEWS REPORT. BASE: TOTAL SAMPLE IN EACH COUNTRY ≈ 2000.
/3 31
STITCH FIX (US). Stitch Fix is a personal styling subscription service for men and women. “It’s our mission to change the way people find clothes they love by combining technology with the personal touch of seasoned style experts. The Stitch
Fix experience is not merely curated—it’s truly personalised to you. We’re here to help you save time, look great and evolve your personal style over time.”
SPOTIFY (US). Spotify uses AI with its proprietary algorithm and a user’s preferred music to create curated playlists to personalise a listener’s experience. “Some playlists will now be personalised for each listener based on their particular taste. This means that
no two playlists will be the same. These personalised editorial playlists increase the number of artists featured by 30% and the number of songs listeners are discovering by 35%.”
GOOGLE DUPLEX (US). Google recently released advanced AI chatbot assistant Duplex that can verbally communicate conversationally with humans to schedule appointments over the phone. “Customers can interact with Duplex and request it
make phone calls on their behalf. The Assistant will confirm any necessary details with the customer and call your business to fulfill the customer's request.”
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
32
Building Trust Digital experiences are a ubiquitous part of most people’s lives. For work, entertainment, and daily life, we now rely on digital tools to manage different and data-sensitive parts of our day-to-day. Therefore, it's becoming increasingly important for people to find brands they can trust to handle their personal data. Additionally, many users are looking to take ownership over their personal information and are subscribing to digital experiences that can facilitate this level of control. As of late, the delivery of trusted experiences is all the more important in news media, which has been faced with its own set of challenges as users often struggle to delineate information from misinformation. Successful trusted experiences start with an established brand and in turn are also needed to promote brand trust. These experiences often provide users with the flexibility to take ownership over their environment and also ask for guidance when needed. Through these experiences, the flexibility, choice, control, transparency and support provided to customers helps promote trust and confidence.
Those Who Have Started Using More Reputable News Sources 40%
20%
0
17% 26% 29% 20% 40% 24% 36% NLD
GER
UK
FRA
USA
TWN
BZL
“
THE WINNER WILL BE THE CUSTOMER, BECAUSE THEY WILL TURN TO WHOEVER GIVES THEM THE BEST EXPERIENCE, AND WHO THEY TRUST.
”
QUOTE: CARLOS TORRES VILA, BBVA CEO. DATA: 2019 DIGITAL NEWS REPORT
TURBOTAX (US). TurboTax makes the complex simple by providing step-by-step guidance through filing taxes in an easyto-use interface. Almost constant affirmations and the use of friendly language throughout each step helps promote trust and
confidence. Additionally, users are given the opportunity to chat with a professional CPA for assistance, helping to further bolster the sense of security when dealing with complex content and personal information.
ACORNS (US). Acorns is an investment app that lets people automatically invest their spare change from debit and credit card purchases. With the goal of creating as many investors as possible, Acorns looks after the financial best interests of its’
users, beginning with the empowering step of micro investing. It not only eliminates the guesswork in picking funds but also does not charge a commission.
GOAT (US). Goat has set the stage as the global leader in buying and selling sneakers. By implementing computer algorithms, the company is able to identify fake merchandise to ensure
authenticity. Additionally, users can set up notifications and alerts to be made aware when a shoe has been released via Goat.
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
34
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
35
ENHANCING THE READERSHIP EXPERIENCE
At the FT, you’ve gone to great lengths to establish and maintain your reputation as a trusted leader in news. Your quality of content is renowned world over, and your readership has grown to trust you implicitly with the financial happenings of the day.
We’ve considered at length these primary aspects and have derived balanced and forward-thinking solutions for the FT that complement the legacy of the brand while responding to specific market and user demands.
However, the news industry is shifting to less-reputable services that offer cheaper content of questionable quality These sources are not only providing users with quick hits of news, but they’re also promoting unsurpassed levels of personalisation, making users feel as though they are in ultimate control over what they see and when.
“
THERE ARE TWO IMPORTANT AREAS TO GET RIGHT TO REFINE A PERSONALISED EXPERIENCE: KNOWING WHAT INPUTS ACTUALLY MATTER, AND ENABLING MORE EXPLICIT USER CONTROL. IT IS THE DESIRED EXPERIENCE THAT DETERMINES THE INPUTS THAT MATTER MOST.
”
NEW PRINCIPLES FOR DATA EXPERIENCE DRIVEN DESIGN
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
Create Personalised Experiences There are personalisation opportunities that can be applied to the current FT experience, which will facilitate a user-to-interface connection. By leveraging FT data and MD capabilities geared toward personalisation, we can layer in user-relevant insights alongside FT-driven content. This homepage concept enhances personalisation and assists users in their research and readership journey by combining related stories, markets data, and insightful information like portfolio holdings all in one place. Through these
enhancements, users will start to feel as though the site knows, understands, and is looking out for them. In turn, they will be more inclined to engage, investigate further, and trust the product.
36
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
37
Markets data appears at the top of the page throughout the site, ensuring users always have relevant details at their fingertips. The hero section of the homepage combines the best of both the FT and user-centric worlds. Here, users can see the latest trending headline along with the most popular article from their leading topics, recently added stories, a highlight from MyFT, and quick access to their targeted daily Markets Review. Similar to today, trending stories are kept front and centre for ease of access.
Encompassing topic panels keep related content organized, as opposed to distribution by section. For example, topic panels could include an assortment of everything from recent stories as well as opinion posts and media. Selecting a topic header would take the user to a topic page, where they could review all related and historical content. Further panel interactions can be seen on the next page.
The Curated Content panel displays summarised data from both MyFT and the Portfolio page. This type of data incorporated into the homepage speaks even more to humanising the experience. This also means that the homepage can act as a dashboard of sorts, creating an efficient experience for users by keeping everything in one place.
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
38
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
Where applicable, additional markets data appears when the user clicks into the upper right portion of the story card, providing the audience with a quick sampling of data. For a topic like Brexit, currency data appears, whereas stock performance displays for the Philip Morris-Altria example.
A similar interaction follows for the topic panels where the user gains additional personalised insight by clicking into the upper right or left of the panel. SmartText highlights a relevant portfolio summary, with Gainers, Losers & Movers featured alongside an Exposure insight. In the event the topic doesn’t apply to the user, generalized content such as a summary about how UK-based companies have been performing could appear.
Users can add the featured article to their reading list or start following the topic, view how many readers have accessed the article, and access their topic alerts and article comments directly from the topic panel.
The Portfolio Summary section starts with an overview of all portfolios combined, then allows the user to cycle through their various portfolios and view the market value, change, SmartText insights, and top movers for each.
39
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
40
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
41
The hero section of the MyFT page features the main image from the personalised Week in Review dynamic data video. Another layer of personalisation in this area is the “Your Weekly Trending Interests” which tracks the four main topics the user has read over the past week.
Topics You Follow highlights all topics followed by the user along with the top read article in each category. Topics are ranked by readership interest, and the user can discover more by selecting the card header to visit the topic page.
The Topic Analyser provides transparency for the user and establishes trust with the site by surfacing up what other visitors are reading. Users can toggle between viewing readership trends by the “FT Community” or “People Like Me” which considers their own profile content as well as interests, topics followed, and browsing history.
Adding in Portfolio Insights is another way of simplifying the interface by aggregating data from other sources into a single location. Here, users get a snippet of what’s been happening with their various portfolios, and can choose to dig into more details from here by visiting the portfolio page.
Within the Topic Analyser, the user can compare main topic trends by toggling tags on and off. Additionally, top read articles appear to the left of the chart for that topic and time of day by selecting a bar within the chart.
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
Make Insightful Connections Users could be missing out on valuable insights that make connections between personalised and general content such as what they’ve read, markets data, current events, and their portfolios. The insights provided through this article page solution enrich the user experience by presenting information in a way that the user may not have found on their own. Linking together data sources from markets, other related articles, user portfolio data, and
commentary helps to tell a cohesive story and provide the user with a big picture view while also allowing them to also access the smaller details without having to navigate away from the article page.
42
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
43
A large photo paired with a headline placed in the hero panel provides the page with a modern feel.
Insight sections appear in the right pane as the user scrolls down the page, allowing for access to additional contextual data without having to navigate to a different part of the site. These modular components can be a combination of related articles, markets or portfolio data, or the topic selector.
Save My Place acts as a bookmark for a particular section within the article. By accessing their stored Saved Places through their Saved Articles, users would be able to go back to the exact line of text they left off reading.
Topic Trend shows readership on the topic in context as it has occurred weekly throughout the year. The user can select a specific week and see the number of stories, views, comments, and shares. Selecting the topic header would take the user to the topic page where they could then view all articles.
Reformatting the Comments section into cards not only provides the interface with a friendly, modern look and feel, it also groups content in an easily accessible way. Users can quickly respond to comments and see all responses in the context of the original post.
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
44
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
Hovering over a specific region, country, or company, the prompts the user to select the title in order to view additional markets content. Once selected, the article content animates and is pushed away from the Markets pane, allowing the user to view relevant Markets data within the context of the article without having to navigate away when they’d like to conduct additional research.
Within the Markets pane, the user can view personalised insights related to their own holdings. In this example, SmartText summarizes helpful insights regarding their holdings in China. Further down the pane the user can select from Economics, Currencies, or Equities at left to view more detail, with the content updating at right.
45
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
46
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
47
DIGITAL PERSONALISED MARKETING Through collaboration, the FT and Markit Digital can make advertising more relevant, actionable, and experiential. Leveraging creative services and dynamic data solutions, users can experience more personalised, sophisticated advertisements. These joined efforts result in high-impact campaigns with increased engagement and lower cost per acquisition.
CONTEXTUAL TARGETING By matching relevant content that users are already consuming, the user of contextual targeting can inject targeted ads to keep brand awareness top of mind. Highly optimized custom targets are configurable and based on thousands of available data points.
This ad would appear for top tier subscribers, giving them insights into the top gainers of the day and allowing them direct action to add them as topics to MyFT. For basic registrations, ad content can update to drive new subscriptions.
MARKET TRIGGERS Capitalize on heightened interest around specific market events without having to manually monitor for these moments to occur. We can deliver related creative in real time, taking advantage on the window of opportunity when an event is triggered resulting in a more personalised and responsive campaign.
Utilising markets data, ads are served up dynamically based on performance. This particular ad shows the ‘up’ version and it placed on the markets data page.
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
Add Value to Subscriptions As delivery formats are evolving, information that formerly resided in PDFs and other static documents is becoming more readily available on the web and in apps. To support this transformation, we’ve created Dynamic Video provides a unique opportunity technology to deliver dynamic, personalised for automatically-generated visual and audio interactions with personal data. Videos are video for information delivery. able to accommodate a variety of different user groups and contextual situations. Videos change to best represent market performance, portfolio information, security data, or other opportunities.
48
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
49
MYFT DAILY HIGHLIGHTS This dynamic data video pulls together the day’s top FT content and pairs it with related equity performance to tell a unique story of market events.
EQUITY PERFORMANCE Equities mentioned in the day’s top stories will be displayed in a 1D performance chart.
CONTENT HEADLINE A top FT story is highlighted with its headline, myFT category, and authorship displayed. Content followed in a user’s myFT profile and equities in watchlists will be prioritised when surfacing content.
CONTENT SUBHEADLINE The subheadline of the FT story is displayed along with related imagery or video content from FT. The sequence will repeat with 3 FT stories.
SEE MORE TOMORROW Check in daily after markets close to review three FT stories and related equity performance.
WATCH THE FULL VIDEO
https://vimeo.com/358854835 PW: FT2019
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
50
MARKETS RECAP
In addition to daily highlights, this dynamic data video would appear daily after markets close on the FT home page. Global market performance and FTSE 100 gainers and losers are visualised using motion to emphasise key figures and hold attention. 01
04
07
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
51
02
03
05
06
08
09
10
11
12
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
52
Move Beyond the Screen Readers are increasingly receptive and interested in research in the moment, and activities that were once relegated to a desk can now be completed while queuing for a train. A true omnichannel platform, with consistent branding, voice, and tone, is at the heart of a cohesive digital experience. Markit Digital’s expertise with market & portfolio data, along with our time-tested technologies, puts us in a unique position to deliver the answers customers need, when and where they want them.
We can leverage integrated APIs to create a seamless experience across desktop, mobile, and smart home devices. Creating a cohesive experience for managing wealth can include a phased approach to various dynamic implementations that can be aggregated over time.
If a user would like to continue reading content later, the Save My Place feature bookmarks the specific place in an article to continue reading later from any device.
Adding an equity to a myFT portfolio informs when to surface significant insights in the future. The API delivers information across all platforms.
Monday 17:05
Monday
Monday
15:47
22:14
After markets close, a daily recap video summarizes the top stories of the day and how related equities performed.
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
Getting ready for the day, proactive notifications about upcoming events keep users informed of their myFT interactions.
53
Notifications about upcoming events keep users informed of interests that relate to myFT content.
Tuesday
Tuesday
08:09
Tuesday
17:05
Tuesday
06:40
14:18
While on commute, continue a story from a Save My Place marker. Users can choose to continue reading on their device or listen to a narrated version.
Request to send content, including daily recap videos, to any device.
E N H A N C I N G T H E R E A DE R S H I P E X P E R I E N C E
T H A N K YO U
55