Beautiful, interactive, and cost-effective. Perhaps not the three words that immediately come to mind when thinking about reporting in the asset management industry! With a mission to transform communication to make it more accessible, intelligible and customer centric, Cassian outlines the various features and benefits of the Instinct Digital platform that enable investment organisations to better serve and empower end investors.

For this interview, we talked to Cassian Scott, the CEO of Instinct Digital, and asked him to share an overview of the Instinct Digital platform, and how its various capabilities support asset managers in a multitude of tasks, ultimately positioning them to make better informed investment decisions.

Question: can you elaborate on the digital transformation aspect of your platform?
Certainly. We're committed to digitising communication in the asset management industry. Our platform replaces traditional, manually produced formats with immersive, interactive digital experiences and beautifully designed PDFs. This includes digital factsheet reporting, PDF factsheet reporting, and our client connect solution. We're constantly innovating to future-proof our clients' needs, positioning ourselves as a leading MarTech solution that enhances marketing capabilities and customer experience.

Question: can you speak to the cost-efficiency opportunities Instinct Digital delivers?
In today's environment of compressed margins, cost management is crucial. Our platform delivers cost-efficiency opportunities that can be cost-neutral in Year One, with substantial fixed-cost savings every year thereafter. We understand that many firms are adopting a 'PE-mindset' to their budgeted investments in their businesses, which is why we've designed our implementation methodology to be fast, effective and easy.

Instinct Digital is a very interesting proposition to manage, because we deliver across the full range of the needs of our customers – MarTech, RegTech and FinTech. The reason I am particularly proud of this is that we can speak to the completeness of our proposition, to meet the full gamut of needs.

Question: can you tell us how Instinct Digital enhances SEO for asset management firms?
Absolutely. Our platform is designed with SEO at its core. We integrate seamlessly with our clients' websites by injecting HTML directly into the page using JavaScript. This ensures that all content, including fund information and reports, is fully visible to search engines. Unlike those who often use iframes, our approach maximises SEO performance, making our clients' investment products more discoverable online.

Question: how does Instinct Digital support brand capabilities and reporting?
Our Unify reporting assets feature is a game-changer. It aggregates reporting assets from various internal and external sources into one centralised platform. This enables consistent reporting standards across all communications while dramatically reducing operational costs. We also support extensive branding customisation, allowing firms to maintain different brand aesthetics across various reports and digital assets, all automated through our powerful rules-engine.

Question : how does Instinct Digital address regulatory compliance?
Compliance is a critical aspect of our offering, because we know it goes to the heart of our customers’ and users’ concerns. Our platform is designed to meet the leading regulatory environments requirements where our customers operate, ensuring, for example, adherence to Consumer Duty obligations, cross-border compliance, and disclaimer management across jurisdictions. As regulations evolve, our extensive rules engine adapts, allowing firms to automate the application of compliance rules across all their communications.

Question: how does Instinct Digital handle data integration and global scalability?
As a preferred partner of Morningstar, we're well-versed in working with various data sources from industry suppliers, major data-preparation partners, and firms with extensive internal data sources. Our platform is designed to handle the complexities of large, global firms, reflecting individual commercial units and jurisdictional requirements. We're available in 40 languages, ensuring we can deliver on our clients' brand and communication promises to end-users worldwide. Able to function at scale, we have also delivered for niche and boutique firms, allowing their Management’s attention to focus on the business of their business – not managing an unwieldly reporting infrastructure.

Question: finally, can you tell us about Instinct Digital's recent funding and future plans?
We're excited to have recently secured £5 million in funding led by Albion VC. This investment will fuel our ongoing commitment to innovation and allow us to further enhance our platform's capabilities. We're focused on staying at the forefront of delivering solutions for the asset management industry, continually evolving to meet the changing needs of our customers and their clients as the business transforms and profiles.

About the interviewee:
Cassian Scott
CEO, Instinct Digital
cassian.scott@instinctdigital.io
https://www.linkedin.com/in/cassianscott/

Scott is the CEO of Instinct Digital, a private equity-backed cloud computing start-up. At Instinct Digital, he leads the strategy, vision, and execution of the company's growth and innovation. He has over 20 years of experience in the investment management and technology sectors, with a proven track record of scaling businesses, driving revenue, and creating value for stakeholders.

About Instinct Digital:
The Instinct Digital mission is to modernise the investment industry by making it accessible, intelligible and client centric. We deliver digital first solutions to simplify investor communication and redefine how investment managers engage with their clients. This is made possible by our investment communication platform that brings investment firms and their clients together across the entire client journey by delivering accurate data, consistent reporting and a superior client experience from one single platform.  We are changing how investment managers deliver information to their investors and how their investors interact with them and that information in a digital age. Headquartered in London, we have built long term partnerships with investment managers in the UK, Europe and North America.