Ideas and insights > 4 ways visual storytelling can make deeper connections with investors.

4 ways visual storytelling can make deeper connections with investors.

A top priority for marketers today?

Visual storytelling: using a variety of visual and interactive content (e.g., video, infographics, animations, etc.) to convey a compelling brand narrative.

 

And they have good reason for it. Research shows:

So why aren’t more investor relations (IR) pros leveraging its power?

After all, when it comes to communicating with their target audiences, marketing and IR teams share some of the same important goals:

    • Conveying complex information. Whether explaining product specs to potential customers or describing the forces driving growth to investors, telling an engaging, easy-to-understand story is crucial.
    • Building brand reputation. Marketers need to create positive associations with the company’s offerings—and IR professionals need to position the business as an attractive investment.
    • Enhancing transparency. Before they commit their money to a company—whether purchasing its products or buying its stock—people need to feel they’re getting clear, honest information from it. Nurturing trust with both customers and investors is critical for long-term success.

 

Yet research suggests that IR is not yet fully embracing visual storytelling. For example, one 2023 study found many IR professionals still rely heavily on conventional written reports—even as another indicates that investors prefer information in “shorter, snappier formats.”

At JK, we’re big believers in the power of visual storytelling to help all kinds of companies express their brand narratives in meaningful, engaging ways—not just to investors, but also to customers, employees, and beyond.

Here are four best practices we recommend, and the real benefits they can yield for your company.

 

 

1. Make your company vision visible.

Investors want to know more about your company than your financials—so IR teams must deliver meaningful messaging about your long-term vision, values, culture, social good commitments, and other elements that set your company apart and make it appealing to investors, employees, and customers alike.

 


 

TIP: Paint the big picture. Your brand story will become the foundation of your investor communications strategy—and visual storytelling will make it even more compelling. 

So develop a graphic narrative that takes investors on a journey through your brand and business. Try these effective techniques:

    • Develop infographics showcasing key milestones in the company’s history, your culture and values, and other important information.
    • Create a visual roadmap of future growth plans and strategic initiatives.
    • Use photography to highlight the real people driving your company’s success—and to create emotional connections with them.

And consider teaming up with your marketing, sales, and internal comms teams to align on your company narrative and share creative visual assets. When everyone at your company is telling a consistent brand story, it makes a bigger impact on all your audiences—and helps stretch your budgets further.

 


 

 

2. Visualize your data.

An infographic is a way to represent data and information graphically—using illustrations, icons, and text treatments—to make it easily understandable at a glance. 

Infographics are highly effective ways to grab and hold people’s attention. They’ve even been shown to increase sales by up to 80%. That’s no doubt a major reason 65% of brands use them in their marketing efforts.

And IR teams are catching on. Case in point: Walmart. Their recent earnings reports have been almost entirely reimagined as infographics, boldly highlighting critical financial information and enabling intuitive navigation.

 


 

TIP: Pack a visual punch. Not all infographics are created equal. Here are a few ways to get the most out of them. 

    • Keep your investor audience in mind. It may include people with varying levels of experience, knowledge, and financial savvy. Find the right middle ground for your design.
    • Determine the data you want to highlight. Effective infographics strike a balance between the amount and mix of information they contain. Too much, and you risk confusing your viewers; too little and your reporting can seem shallow or incomplete.
      And remember that every infographic should have a point. Know what yours is, and only include the data that supports it best—with a narrative and visual cues like colors that evoke emotion.
    • Share (and share again). Infographics are perfectly suited to a broad range of investor comms channels, giving your messaging a wider reach. They can liven up investor presentations, promote engagement on social media, and even become eye-catching wall graphics and banner displays at investor events.

 


 

 

3. Get creative with video.

Incorporating video into earnings calls and financial presentations is a dynamic way to convey complex messages clearly and quickly—and to connect with shareholder and investor audiences on an emotional level. 

For example, Kraft Heinz uses entertaining videos in their Consumer Analyst Group of New York (CAGNY) presentations, bringing the story of their growth and strategic priorities to life in relatable, appealing ways.

Video has also been shown to generate better engagement than both text and image content combined.

 


 

TIP: Take it to the max. Of course, video is an inherently visual medium—but there are ways to maximize its potential for telling a story investors will connect with.

    • Conduct video interviews with executive leadership, giving them an opportunity to speak directly with investors about the rationales behind their business decisions, share industry insights, and put a human face on your financial news—inspiring confidence and building trust.
    • Showcase employee stories through visual testimonials and day-in-the-life videos, giving investors a behind-the-scenes look at your company culture and operations.
    • Shoot virtual tours and 360-degree videos of company facilities and products to offer investors insights into operations and assets that would be difficult to convey in other formats.
    • Use animations and graphics in your investor-facing videos to help hold viewers’ attention, add context to your data, and make your messages more memorable and easier to understand.

 


 

4. Make information interactive.

Interactive graphic elements enable investors to easily access financial data and key performance indicators, providing a more immersive and informative experience.

 


 

TIP: Enhance exploration. Adding interactivity to static reports allows investors to explore the level and types of information they want, without the need to wade through dense blocks of text and long lists of numbers. Here are a few ways to do it:

    • A variety of platforms are available to make charts, tables, and graphs interactive—and make complex data more digestible.
    • Consider replacing static documents with interactive PDFs and microsites that allow investors to navigate easily to the data they’re seeking, customize their analyses, and even ask questions or request additional information.
    • Interactive tools and techniques like these can be incorporated into all kinds of digital communications:
        • Clickable hotspots within images that reveal additional information when activated.
        • Image galleries allowing users to explore various visuals relevant to your company and your reporting.
        • Interactive timelines that let viewers navigate through different points in your company history and/or future goals.
        • Clickable maps enabling access to location-specific details or narratives.

 


 

For investors, seeing is believing. 

Incorporating these visual storytelling techniques into your investor communications can help you breathe life into your numbers and infuse feeling into your financials.

Use them to turn disclosures and data points into an engaging story that helps shareholders understand your business, have confidence in your strategy—and believe in your long-term success.

 

We can help you create and tell your best investor story—one that goes beyond the numbers to make meaningful connections. Get in touch and let’s talk.

 

Related articles.

4 ways to maximize the value of your ESG report.

Social Good Storytelling

4 ways to maximize the value of your ESG report.

4 creative and strategic ways to approach B2B competitive analysis.

Industry Insights

4 creative and strategic ways to approach B2B competitive analysis.

5 ways to engage the next generation of family business leaders.

Branding and Messaging

5 ways to engage the next generation of family business leaders.

Let’s chat.

Hi, my name is
from
.
I would like to chat with JK about
.
You can reach me at this email address
.