Here are the answers to some of your most frequently asked questions.
If you can’t find what you’re looking for, or if you have general feedback, please email marketinghub@rathbones.com.
The Hub is an easy way to share details about Rathbones and our services, allowing you to pass on relevant information to clients quicker than ever before.
Our 'core' brochures on the Hub are regularly refreshed and replaced with updated versions, so you can be confident about sending the most up to date and compliant information to our clients. You can also find our regular marketing updates uploaded here, so you can easily locate, refer to and distribute them, too.
If you’re looking for documents which relate to specific client channels, business segments or activities, you can use the tiles on the home page to find them.
If you’re looking for something else, simply click Access all assets at the top of the Hub homepage, and you’ll be presented with more search functions.
When you find the documents you’re looking for, you can email a link directly to your client so they can download it. Or, alternatively, if you’re searching for items to review in a face-to-face meeting, you can download the file yourself – just remember to keep your documents updated regularly.
No – it’s for internal use only.
Yes – If you want to use the Hub while you’re off-site (for example, when working remotely) you will need to create a login for the Hub site.
- Visit marketinghub.rathbones.com/user/register - Enter a username – we suggest using your full name – and your Rathbones email address - We’ll activate the account for you within an hour of creating your account
If you have any issues, please contact marketinghub@rathbones.com.
Users with a login will be able to use the 'Add to favourites' feature, which we recommend for items you use regularly. You’ll be able to access your favourites quickly and easily, so you won’t need to search for the right document each time.
Plus, when an item in your favourites is updated with a new version, you’ll be sent an alert via email, so you can ensure you’re only sending out the most up to date and compliant version.
There are nearly 1,000 individual pieces of available content on the Hub, including all the latest 'core' literature items such as our main brochures, and more frequently updated communications produced by the central marketing team.
As well as our core literature, there are Knowledge and Insights pieces and account opening documents available to download and distribute.
The Hub doesn’t contain the following:
- RFI/RFP documents - client presentations slides but do have financial awareness slides - investment proposal documents
These items are still available from the usual suppliers and repositories, i.e. the client documentation team, SharePoint and the presentations team.
The Hub has been designed to make it easy for you to find the right documents.
If you’re looking for documents which relate to specific client channels, business segments or activities, you can use the tiles on the home page to find them. For example, there’s an Account Opening tile, or a Charities tile.
If you’re not sure where to look, simply click Access all assets at the top of the Hub homepage, and you’ll be presented with more search functions and filters to narrow down your results.
When you find the documents you’re looking for, you can email a link to your client so they can download it, you can download the file yourself or you can add it to your favourites, as long as you’re logged into your account.
If you already have an account, click on the ‘Login’ button on the right-hand corner of the orange bar at the very top of the Hub. Then, simply enter your username (usually your full name) and your password from when you created your account.
If you don’t yet have an account, click on the ‘Login’ button on the right-hand corner of the orange bar at the very top of the Hub. Then use the ‘create an account’ link at the bottom of the same page.
Your request will be sent to the marketinghub@rathbones.com team to be verified and approved manually – this is to ensure only Rathbones employees are provided with access.
If you have forgotten your password, or your password has expired, head to the Login page, and enter your username or email address, but leave the password field blank. Select ‘Login’ – you’ll be presented with an error message which includes a ‘have you forgotten your password?’ link. Simply click to reset your password.
If you have any issues, please contact marketinghub@rathbones.com for support including details of the issue you are experiencing so they can investigate for you.
The Hub is restricted to employees only. You can only view the Hub when you are in a Rathbones office, or have logged into your verified account.
If you will be working remotely (i.e. attending a client meeting) you will need to create a Login so you can access the Hub whilst off-site. We process and verify all Logins manually, so please ensure to do this in plenty of time before your off-site meeting.
For any urgent requests, follow process to Create an Account, and send an additional email to marketinghub@rathbones.com during working hours asking them to expedite your account creation.