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A blog for innovative fund marketing and investor servicing professionals

How Fund Managers Can Capitalise From Learning To Love Data

By David Prosser on July 16, 2015
leveraging-data

When the TV show and movie streaming service Netflix strategically decided on producing its own content, its executives had to think hard about what that content might be. The answer didn’t come from the creative ideas…

Marketing Automation: A Cutting-Edge Technique to Improve Fund Marketing [Series]

By Luke Hinchliffe on July 14, 2015
idea-marketing-automation

The range of digital marketing tools we have at our disposal is getting bigger every year. But sometimes it’s hard to keep up with the innovation that’s happening around us, and more specifically how these tools…

Why We Stand by Cloud Adoption and Our Unified Data Model

By Mash Patel on July 13, 2015
cloud-computing-unfied-data-model

We @kurtosys are passionate about our tagline, “Beautiful Software”. We’re proud of the significant technological innovations we have made over the last few years that lie beneath this tagline and equally as proud as seeing the fruition…

How Financial Transparency Can Improve Company Culture

By Scott Gellman on July 9, 2015
financial-transparency

I have heard of many technology companies taking different approaches to sharing financial information with their employees. Throughout my career, I have worked at organizations that share no information, some that share limited information, and others,…

Bridging the Divide: How Asset Managers Moved Closer to Their End Clients

By Hannah Smith on July 7, 2015
bridge-the-gap

The way we consume information has been reinvented since the relatively recent development of smartphones. The appetite for apps is stronger than ever, people are increasingly using tablets for business purposes, and smartwatches look set to…

The Guardian of the Funnel: Marketing/Sales Ops

By Jeff Hendren on July 2, 2015
marketing-sales-operations

Digital marketing is rising up and taking over. Once upon a time, marketers were only responsible for the first quarter of the sales and marketing funnel (see below for the old vs. new digitally-driven version of…

Improving Client Service Through Cloud Application Monitoring

By Harry Thompson on June 30, 2015
cloud-application-monitoring

In the last two years, there has been a big change in the way Kurtosys delivers applications to clients, most of which can be attributed to the use of cloud-based Infrastructure services. To keep pace with…

How Can Asset Managers Effectively Use Twitter for Client Servicing?

By Lexi Clarke on June 25, 2015
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Last week, I was blown away after reading an article about Jun, a town in Spain, that uses Twitter to run their entire community. Jun takes to Twitter to report local news, provide job opportunities, enhance…

Financial Reporting: Our Path to Recurring Gross Margin Improvement

By Scott Gellman on June 23, 2015
financial-reporting

Many successful early stage companies focus all of their time and effort on product adoption and monetization. Ultimately, it is the right thing to do. After all, if you don’t have a minimally viable product or…

Asset Management: A Perfect Storm Brewing

By Mash Patel on June 22, 2015
perfect-storm-asset-management

Asset management is the industry vertical that covers all things “investing.” From the smallest independent “mom and pop” advisors through to the largest, global asset managers, such as Blackrock and SSGA. In between is a whole…

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