Digital IR communications

Trends, opportunities and JSE performance

Rick Sellers

Who we are

www.kw-digital.com

www.linkedin.com/company/1816941

rick.sellers@kw-digital.com

@kwdigital

www.facebook.com/kwdigital

Digital corporate communication specialists

Offices in London, Stockholm & Dubai

• Corporate websites

• Online reporting

• Social media

• Research & consultancy

Conference iPad App

http://kwdigital-ota.mobgen.com

• Detailed agenda

• Speaker presentations

• Background information

• Feedback form

Online corporate comms

a changing landscape

The what, why and who

trends and audience needs

South African corporate sites how do they compare?

South African corporate sites how do they compare?

Online corporate comms

a changing landscape

The what, why and who

trends and audience needs

South African corporate sites how do they compare?

Corporate websites: increasingly the focal point…

• Sharp increase in corporate website use over past 10 years

• Number and type of visitors

• Geographical reach

• Consumption of information

• Demand for timely information

• Loyalty

• First port of call

+114%more visits/month

than in 2009

X3.2 visits on key days

88%.com is first place for info

Not just a financial reporting exercise

Government Job seekers

General interest

Shareholders

Employees

Suppliers

Investors

Analysts

ConsumersCSR interest

Then…

Now…

Journalists

An internal shift• C-suite involvement

• Strategic influence and sign-off

• Personal involvement

• Demonstrates the importance of .com

$160kav. corp site build in 2012

41%site owners increased

budget in 2013

Mobile revolution

2010 2013

Desktop

Mobile / tablet

Other factors?

Broadband penetration

Speed of commsexpectations

Legal & regulatory changes

Environmental

Investment community’s geographic focus

A challenge… and an opportunity

• Where you build and maintain reputation…

• Everything you do and say online

• can help protect, enhance and build your reputation

• influence all your stakeholders

• Brand, tone of voice, transparency, depth of content, website uptime, timeliness, user experience, and so on

= your most important communication channel?

Online corporate comms

a changing landscape

The what, why and who

trends and audience needs

South African corporate sites how do they compare?

Social media

Governance

Mobile & tablets

Management

Financial reporting

Transparency

Investment case

Depth of content

Crisis communications

Analytics

Editorial planning

Rolling reporting & storytelling

Key trends

1. Content is King

2. Real impact

3. Size matters

4. #socialIR

Key trends

1. Content is King

2. Real impact

3. Size matters

4. #socialIR

Capital market quotes

Too often sites can have the data I want, it is just put in places that are not obvious

or do not make sense to me.

Make sure you can get to all the data investors typically

look for (financial press releases, presentations, etc.) from the investor relations

page.

Don’t make me piece everything together

Make things easy – data files, real

contacts, updated info… not all

hidden in a report somewhere

Give me more. Easy soundbites or facts but also the detail

And… what about going forward?

Objectives, targets?

Depth of content

• Not just a base archive of information

• Future outlook

• Market trends and growth drivers

• Debt information

• Evidence strategy

Investment proposition

PotashCorp

• Easy-to-understand, simple approach

• The strengths of the business and industry

• Constructs a coherent, clear case

Investment proposition

Wolseley

• Fast facts for quick read

• Further levels of detail

• Evidenced through case studies and multimedia

Management focus

• Increasing focus on company management

• A hub of information

• Videos, interviews, presentations, images

Bring events to life

SABMiller

• Use the medium to make your events accessible to all

• Timely information

• Live updates – video, Twitter

Offer a tailored experience

Turk Telecom

• Allow users to tailor the site

• Removes unwanted content

• Helping your visitors

Key trends

1. Content is King

2. Real impact

3. Size matters

4. #socialIR

Capital market quotes

I would recommend all websites to have video clips by management

talking about their businesses, background,

what they do, key drivers, current trading

etc.

Let’s see the whites of their eyes

It’s sometimes hard to believe or get enthused by copy

straight from the PR office.

Let’s hear from real people at all levels – more authentic and

engaging

Use the medium – bring things to life

• Video increases site engagement

• Ensure clear message

• Raise management profile

Use a real voice

• Authentic employee communication

• Real and powerful

• Video, blogs, live web chats

Key trends

1. Content is King

2. Real impact

3. Size matters

4. #socialIR

The desktop is dying?

• The way users access all websites is changing

• Corporate sites are no different

• Smartphones, tablets, touchscreen

• Apple dominates

Just look around any results presentation –

everyone is on their iPad

© Gaia Insight 2013

The issues & challenges

• Usability on smallest screens very poor – text size, navigation

• Functionality does not work on touchscreens

• Out-dated technology broken on Apple devices – from video to share tools to animation

= users are left with a negative impression… of the website & company

The best possible experience – for all

• Responsive Web Design

• The latest approach to web development

• Adjusts layout, text size, content to suit the size of screen and/or device

• One website – not separate mobile or tablet versions

VimpelCom – responsive design

And Apps?

• Valued additions to IR communications

• Targeted at key stakeholders

• News, share information, results, reports, presentations, calendars, contacts etc

• Offline accessibility, push notifications, GPS

• Also, special event Apps for A&I days, results etc

Key trends

1. Content is King

2. Real impact

3. Size matters

4. #socialIR

Social media for IR

• Corporate social media has seen huge growth

• Seen as ‘just another channel’

• IR more cautious, but some pioneers

• Recent developments in the US have put spotlight on Twitter

• Terminals pull-in Twitter feeds

• Integrated with investment workflows

• Tweets by company, asset class etc

• Clickable stock symbols

• See conversation about a company

• SEC now allow distribution of news, results etc

• Encouraging companies to seek out new form of comms to better connect with shareholders

Who and how?

Listen EngageIntegrate

• Push information

• Embed in .com

• Feeds + native content

• Full commitment

• Actively engage Dedicated staff

• Secure accounts

• Monitor activity

• Report

Examples

• BASF

@basf_ir

• PotashCorp

@PotashCorp

• Deutsche Telecom

@DT_IR

• SAP

@SAPinvestor

Key trends

Oh… and don’t be in the dark

Make sure you know what’s going on!

• Who’s coming? What are they doing? Where are they going? Are they coming back?

• What are others doing?

• What’s global best practice?

Online corporate comms

a changing landscape

The what, why and who

trends and audience needs

South African corporate sites how do they compare?

KWD Webranking

• Oldest & most respected rankings of corporate websites globally

• Driven by the market, not our personal opinion

• Surveys analysts, investors, business journalists, SRI analysts etc

• Press coverage in national publications

And the JSE?

• Not currently part of the annual Webranking

• Bespoke assessment carried out for this event

• Analysed JSE top-40 companies

• Based on the 2012 criteria to allow comparison with global companies

So… what did we find out?

Trend #1

JSE top-40 websites performance is ‘average’

• A consistency in standards

• Very few poor sites

• But also no leading, best practice examples

• Top site would be around 84th in global list

Trend #2

Companies with dual listing out-perform

• Non-JSE primary listed companies have 30% higher overall scores

• What drives this?• regulatory requirements?

• social factors?

• Investment audience / geography?

• (consultancy / advice / competition?)

Trend #3

Financial reporting is very strong

• SA average 33% higher than global scores

• Primary JSE-listed outperform primary UK-listed companies

Online financial reports

Reporting comms in social media

Reports archive

Financial presentations

KPIsData in Excel

Financial calendar

Trend #4

Depth of other IR-related content needs improving

• Share information and investor relations are relatively weak

• Corporate governance –emphasis given to it, but lack of depth

• Majority of the content exists – but is hidden in reports, presentations, announcements

14%average ‘Investor relations’ score

Investment proposition

Financial targets & achievements

Debt IR

Management profiling & experience

Growth drivers

Dividend policy

Trend #5

Mobile and tablets not catered for

• 23% of sites use

flash – for video, animation, share price tools

• 46% of interactive

share tools do not work

= a big opportunity to cater for audience needs anddifferentiate

Trend #5

Mobile and tablet not catered for

• 2 sites built with

Responsive Design

• 3 mobile sites

= a big opportunity to cater for audience needs anddifferentiate

What does it all mean?

There’s real opportunity for companies to:

1. Cater for the needs of a growing, changing audience –expectations, devices, location

2. Differentiate from peers through content and technology

3. Communicate in new channels for maximum engagement

4. Help maintain and build reputation

The top performers

The top performers

MTN Group

Highlights:

• Strong press and careers sections

• Site functionality is good

• URL: www.mtn.com

The top performers

Impala Platinum Holdings

Highlights:

• Comprehensive company information

• Including wider market context and detailed business profiles

• URL: www.implats.co.za

The top performers

Nedbank Group

Highlights:

• Excellent IR content

• Including investment proposition, future targets, debt IR

• Strong governance and CR

• URL: www.nedbankgroup.co.za

Want to know more?You?

• Summary assessment, including peer comparison

• Find me afterwards… I won’t bite or charge! or rick.sellers@kw-digital.com

Coming soon

• Web management report (Autumn)

• 2013 Webranking (late 2013)

KW Digital

About us

About KW Digital

• 40 employees at offices in London and Stockholm

• Partner offices in Milan, Lisbon and Dubai

• Part of King Worldwide – sister agencies with e.g. Hallvarsson & Halvarsson, M: Communications, Capital Precision.

We are digital corporate

communications specialists

• Corporate websites

• Digital corporate reporting

• Corporate social media

• Research (KWD Webranking and bespoke research)

What we do

• Through research, strategy and implementationHow we do it

Digital corporate communications specialists –main pillars

Research• KWD Webranking• Focus groups• Peer benchmarking• Web analytics

Strategy• Advice & consultancy• Strategic planning• Design, IA & usability• Roadmaps for online• Social media

Implementation• Corporate websites• Corporate reporting• Intranets• Content management and site

maintenance

Our people – 40 across London, Stockholm, Dubai

Phil Marchant – Managing Director, UK15 years experience advising on award-winning corporate websitesCentrica, Visa Europe, Aviva, Kingfisher, Rexam, National Express

Staffan Lindgren – Managing Director, International15 years experience of global corporate websites, Webranking co-founder BBVA, Telecom Italia, Eni, Prada, Swedbank, SEB, WSP Group, Swedish Post

Rick Sellers – Director of Strategy10 years experience advising and managing award-winning corporate websites Aviva, Barclays, British Land, Centrica, Dana Petroleum, ENRC, Imperial Tobacco, VimpelCom

Damon Sutton – Head of Design20 years experience designing FTSE corporate websites and brandingMorrisons, National Grid, BSkyB, EON, British American Tobacco, British Land

Our people – 40 across London, Stockholm, Dubai

Phil Marchant – Managing Director, UK15 years experience advising on award-winning corporate websitesCentrica, Visa Europe, Aviva, Kingfisher, Rexam, National Express, VimpelCom

Rick Sellers – Director of Strategy10 years experience advising and managing award-winning corporate websites Aviva, British Land, Centrica, Dana Petroleum, ENRC, Imperial Tobacco, VimpelCom

Best FTSE100 website

• 2008: Imperial Tobacco

• 2009: Imperial Tobacco

• 2011: British Land

• Both have been regular speakers at industry events and taught at IRS courses

• Recent speakers at the IRS seminar on Corporates & Social Media

• Both have a long history of success in leading industry awards including the Digital Impact Awards, SmithsRatings and IR Best Practice

Why we’re different

Our thinking is backed up by evidence

• KWD Webranking

• Oldest & most respected rankings of corporate websites in the world

• 130 criteria

• Driven by the market, not our personal opinion

• We combine our experience, data from usage and Webranking

Corporate websites

• Strategy

• Design

• Content

• Build

• Hosting

• Multi-language

• Maintenance & CMS

• Event support

Digital consultancy

• Strategy driven by KWD Webranking data

• Peer group benchmarking

• Roadmaps for online

• Usage analysis and reports

Corporate reporting

• Based on Best practice and usability studies

• Built in our reporting platform based on MS Word for easy handling of content

• Userfriendly design

• Smooth production process

Digital Corporate Communications

Recent work

BBVA – IR centre

Dana Petroleum – corporate website

SCA websites – 25 corporate, product and country websites

Website showcase

Billerud corporate website Sintez corporate website

Local World corporate website SEB Group corporate website

Website showcase

Melrose corporate website SCA corporate website

National Express Group corporate website Wermuth Asset Management

Website showcase

Sharjah Holdings Postnord corporate website

Real Estate Credit Investments Swedish Match corporate website

Corporate reporting showcase

Telecom Italia – financial Volvo Group – Sustainability

BBVA – financial and sustainability Trelleborg – financial