Successful Storytelling in Investment Management Marketing Communications

Watch a replay of this webinar with our guests, Elspeth Rothwell and Katie Spreadbury from Vested, an agency who specialise in content and communications for financial services companies. Elspeth and Katie will explore why storytelling is so important, particularly in the b2b and institutional space of investment management marketing and communications.

In this webinar, we explore:

  • Why storytelling matters
  • The importance of making emotional as well as rational connections (particularly in a fact-based world)
  • Storytelling to support complex messaging and audience needs
  • Where authentic stories come from
  • Omni-channel storytelling 


Elspeth Rothwell heads Vested’s UK office, bringing nearly 20 years experience in financial services communications. With client experience spanning major institutions from American Express, Brewin Dolphin, HSBC and Virgin Money to niche disruptors and challengers, Elspeth champions a planning-led approach to delivering audience-first, channel-agnostic campaigns.

Katie Spreadbury has 13 years’ experience in the financial services industry across a wide range of sectors including mobile payments, insurance, savings, credit cards and business banking. Katie has worked for well-known brands such as HSBC, Barclays, American Express and Allianz.

Rich Watts oversees global digital strategy, design & user experience, website delivery at Kurtosys. With over 20 years proven experience in digital strategy and delivery, largely focused within financial service sector and specifically within asset & wealth management, insurance and crowdfunding. 

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