Hymans Robertson Investment Services (HRIS) chose TOMD and Content Streams because marketing matters more for advice firms
Highly respected discretionary fund manager HRIS delivers robust and differentiated investment propositions for a select number of advice firms.
Through their vastly experienced team of Regional Directors, who are working with advisory firms every day, they know that advisers want to demonstrate the value they deliver and meet the expectations of Consumer Duty.
Strong, consistent marketing helps firms do both – by clearly showing clients how they’re supported and by evidencing communications that are clear, fair and not misleading. However, time, resource and capacity often push marketing down the priority list.
HRIS decided to partner with TOMD to bring firms Content Streams
To help advisers overcome long‑standing marketing barriers, HRIS partnered with TOMD to provide Content Streams, the content‑sharing platform designed specifically for advice firms, giving them a streamlined, plug‑and‑play way to manage content.
Content Streams fits naturally into existing workflows, reduces friction around content creation and approvals, and supports firms in meeting Consumer Duty communication standards.
Introducing Content Streams
Using Content Streams provides HRIS partner firms with easy access to HRIS’s own investment insights, updates and client‑ready materials. Firms can share this content (in multiple formats) directly with their clients in HRIS branding or dual‑branded with their own brand, ensuring communications feel both professional and consistent.
Alongside HRIS materials, firms can – as an additional service – also use Content Streams to access TOMD’s wider library of topical, timely and pre‑approved content.
Everything can be created, approved, shared and tracked from one place, with built‑in analytics showing what clients engage with and where communications add value. Firms want more personalised, targeted and frequent content – Content Streams makes this achievable at scale, without adding operational burden.
How this benefits HRIS partner firms
The HRIS model is built around deeper partnerships with a select group of advice firms, and Content Streams strengthens that support. It enables consistent, professional communication, helps firms evidence Consumer Duty, and provides insights to shape smarter marketing plans. With the ability to tailor content for different advisers and client segments – and even build personalised campaign pages – firms can enhance client understanding while driving business growth.
