Digital Experience & Performance

 

We help financial brands optimise websites, boost performance, and create seamless investor experiences across digital channels.

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Where Investor Journeys Begin — and Convert

In the digital-first investment landscape, your online presence is often the first and most frequent point of contact between your brand and potential investors. For asset managers and investment trusts, a strong digital experience isn’t just about aesthetics — it’s about clarity, accessibility, compliance, and measurable performance.

Hub’s Digital Experience & Performance service ensures every investor touchpoint — from your website and landing pages to your social channels and digital campaigns — is discoverable, engaging, and conversion-focused. We combine strategic UX design, robust SEO, and ongoing optimisation to maximise both visibility and results.

Why Digital Performance Matters in Financial Services

In investment trust marketing and asset management campaigns, your digital presence has to work harder than most. It must:

  • Communicate complex propositions clearly to diverse audiences.
  • Align with strict FCA guidelines, including Consumer Duty standards.
  • Perform seamlessly across devices and platforms.
  • Compete for attention in a crowded online space.

A well-optimised digital experience can shorten decision cycles, increase investor engagement, and improve ROI across all channels.

Our Approach

  • Discovery & Audit – Assess your existing digital presence against performance, UX, and compliance benchmarks.
  • Strategy Development – Create a tailored roadmap for improvements, aligned with your brand and audience.
  • Implementation – Deliver design, SEO, and performance enhancements.
  • Testing & Optimisation – Continuously analyse results and adjust for ongoing performance gains.

Compliance in the Digital Space

Financial services websites and campaigns must be clear, fair, and not misleading. Our digital strategies integrate compliance from the start — from structuring disclosures effectively to ensuring product information is accurate and accessible. We collaborate with your compliance teams to ensure every asset meets FCA requirements without sacrificing usability or design quality.

Why Clients Choose Our Digital Services

  • Sector-Specific Expertise – We understand the unique needs of investment trusts and asset management audiences.
  • Performance-Driven Design – Every decision is made to improve measurable outcomes, not just visual appeal.
  • Integrated SEO & UX – We combine discoverability with a frictionless investor journey.
  • Ongoing Optimisation – We don’t “set and forget” — we refine continually based on data.

Designed for Asset Managers and Investment Trusts

We focus exclusively on the financial services sector, meaning every recommendation is grounded in the realities of your market. From fund fact sheets to investor onboarding forms, we design digital experiences that serve both marketing and compliance objectives.

Our London location keeps us connected to the UK’s investment community, giving us an edge in understanding domestic investor behaviour — while ensuring our digital solutions can reach audiences globally.

Turning Digital Potential into Measurable Results

Your digital presence should be your most powerful investor engagement tool. With Hub’s Digital Experience & Performance service, we make sure it is — optimised for visibility, designed for clarity, and built to deliver conversions.

Whether you need a complete website overhaul, targeted SEO improvements, or ongoing digital campaign management, we provide the expertise and execution to make your online channels work harder for you.

Our Digital Experience & Performance Services

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FAQs

1

Why is digital experience such a priority for asset managers and investment trusts?

Your digital presence is often the first touchpoint for investors — whether they’re retail, advisers, or institutions. If your website or campaigns don’t communicate clearly, perform smoothly, and comply with regulations, you risk losing investor trust before a conversation even begins. A strong digital experience makes it easier for investors to understand your proposition, stay engaged, and take action.

2

Can you integrate it with our existing systems, such as Salesforce or HubSpot?

Yes. We ensure websites and campaigns integrate seamlessly with CRM and marketing automation tools such as Salesforce, Pardot, Marketo, and HubSpot. That way, your digital activity directly supports lead management, reporting, and investor engagement workflows.

3

Do you provide ongoing optimisation, or is it just a one-off project?

Many of our clients choose ongoing support. We don’t “set and forget” — we track performance, test changes, and refine strategy continuously. This ensures your digital channels keep improving and adapting to investor behaviour and market shifts.

4

What makes you different from a general digital agency?

We specialise in financial services marketing, which means:

  • Deep understanding of retail, adviser, and institutional audiences
  • Experience working within FCA regulations
  • Proven ability to simplify complex investment propositions online
  • Alignment of digital outputs with both marketing and compliance objectives
5

What aspects of digital performance do you evaluate and improve?

We take a holistic approach, covering:

  • Website Strategy & UX – Clarity, navigation, mobile-first design, accessibility, and compliance
  • SEO – Technical, keyword targeting, and content optimisation tailored for financial services
  • Analytics – Dashboards to monitor traffic, engagement, and conversion
  • Digital Campaigns – Paid media and targeted campaigns across search and social
  • Conversion Optimisation – Removing barriers to action with stronger CTAs, structure, and messaging