How to liven up your financial data with infographics


Sarah Sullivan


Posted on February 26, 2018

We’ve all heard the phrase ‘a picture is worth a thousand words’, and this is just as true in financial marketing.

Using visual content to display financial data makes the information easier to digest and encourages engagement from your audience. Infographics have become one of the leading forms of visual content on the web, bringing data to life and helping to promote brand awareness.

It takes the brain longer to process text-based or verbal information – visual content reaches an individual’s brain in 0.25 seconds.

If you’re still not sold on the above statistic, check out our previous blog and discover 4 more reasons to use financial infographics in your marketing.

How to create an infographic

Creating an infographic requires a lot of thought, care and organising of financial data. It can be very challenging, but working with an agency that understands your data is going to improve the efficiency of the process. Following the below steps will ensure longevity of your data and guarantee that the results are rewarding:

1. Identify what data is required for the infographic. Are you pulling it from an existing financial report or article? Is the data numerical or is some of the information in text format?

2. Organise that data into a hierarchy so the creative team knows what to emphasise with bolder colours and bigger visuals.

3. Work with your agency to identify the key messaging, art direction, content and any clear call-to-actions.

4. We recommend scamping a couple of different design routes for the infographic, before proceeding with the design itself. This allows the creative strategist to roughly mock-up the layout before valuable time is spent on finer details such as colours and icon creation. Below is a scamp of a recent infographic we created for Investec Savings.


5. Once a scamped route has been agreed upon, the design can commence.



How to make the most out of your infographic

The creation of the visual piece is just the start of your infographic’s journey. You’ve invested research, time and money into visualising your data, now it’s time to share and market this online. Continue to think outside the box and utilise a variety of online platforms. Crop sections of the infographic and share them on social media to draw attention to specific topics – infographics are “liked” and shared on social media 3X more than other any other type of content. This will also generate more content for your social platforms and keep your audience engaged for longer periods of time.

Facebook and Twitter posts that include visual content are shared up to 35% more frequently than posts without any image URL.

Remember, using infographics to liven up your financial data also generates great brand awareness, acts as a fantastic engagement tool and can drive traffic back to your website. If you’re thinking of creating your own infographic, take some inspiration from these financial examples that we love:

Schroders – Responsible Investment Report Q4 2016

HSBC – The growth potential of embracing sustainability

L&G – The value of a broker