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A blog for innovative fund marketing and investor servicing professionals

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

By Rahul Chakravarthy on July 29, 2015
content-recommendation

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…

Kurtosys’ Survey of Asset Management Marketers Reveals Industry Best Practices

By Luke Hinchliffe on July 27, 2015
Kurtosys-2015-Survey-of-Asset-Management-Marketers-Reveals-Industry-Best-Practices

Respondents prioritize content-rich websites as key to high-quality investor experiences New York, NY – July 27, 2015 – Kurtosys, a leading global financial technology firm that creates digital marketing and reporting tools for asset managers, released the results…

Optimization & User Tracking: A Cutting-Edge Technique to Improve Fund Marketing [Series]

By Farnham Rankin on July 23, 2015
Optimization & User Tracking

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 Are Financial Firms Struggling to Come to Grips With the Digital Revolution?

By Hannah Smith on July 21, 2015
Digital Revolution

Financial services has never been the fastest moving sector. The weight of regulatory and administrative burdens has effectively stymied the pace of change in many areas, leaving the industry looking very traditional compared to other sectors…

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…

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