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A blog for innovative fund marketing and investor servicing professionals

Part II: Audience Questions From Our Fund Websites Webinar [WordPress Security]

By Paul Fawcett on June 18, 2015
fund-websites-q-and-a

In part one of our “Audience Questions From Our Fund Websites Webinar” mini series, we answered inquiries about miscellaneous topics such as fund data and publication workflow. In this second post, we respond to the questions…

8 Impressive Stats About Digital Client Engagement

By Taranita Costales on June 16, 2015
digital-client-engagement

In today’s day and age, most consumers interact with their service providers — across many different industries such as retail, telecommunications and even healthcare — through digital touch points. You can access your phone company’s online…

Part I: Audience Questions From Our Fund Websites Webinar

By Paul Fawcett on June 11, 2015
qanda-fund-websites

As promised in our follow-up post to our last webinar about taking back control of your investment management website, we wanted to answer the questions we were unable to address due to time constraints. They were…

Sarasin & Partners Introduces Dynamic Fund Factsheet Web Tool Developed by Kurtosys

By Luke Hinchliffe on June 8, 2015
Sarasin fund tools

Widget Brings Updated Data, User Interactivity and Digital Printing to Online Fund Factsheets LONDON, UK — June, 9 2015 — Kurtosys, a global financial technology firm that creates digital marketing and reporting tools for fund managers,…

Can You Predict the Future Value of Your Investments?

By Robert Childs on June 7, 2015
predict-the-future

The short answer to the question posed in the title of this blog is “No.” But that doesn’t stop us from trying to predict the future. In a rapidly evolving investments market, we at Kurtosys and DST…

3 Ways to Measure and Boost the ROI of Social Networking

By Jay Palter on June 4, 2015
measure-roi

The question of return on investment (ROI) naturally comes up anytime someone is suggesting you invest time and resources into a new marketing strategy or tactic. So why should it be any different for social networking?…

Cloud Computing Crash Course: Private vs. Public Clouds

By Stephen Zucknovich on June 2, 2015
Private vs. Public Clouds

In my last post, I wrote about the pros and cons of open source versus closed source CMS platforms. We hope you’ve developed a stance on the debate because we will now address another popular IT…

Stellar Asset Management Introduces Content and Data-Rich Website Developed by Kurtosys

By Luke Hinchliffe on May 28, 2015
Stellar AM

Kurtosys’ Website Solution Gives Stellar’s Marketing Team Complete Control of Their Content and Data With the Help of WordPress London, UK – May 28, 2015 – Kurtosys, a global financial technology firm that helps asset managers…

[Webinar] Take Back Control of Your Investment Management Website

By Taranita Costales on May 27, 2015
investment-management-website-webinar

In our most recent webinar, @GerrittGraham and @paulfaw from Kurtosys revealed how marketers can take back the reigns of their investment management websites with the help of WordPress. Gerritt kicked off the webinar with addressing the pain points…

Why Would I Store My Data In More Than One Database?

By Steve Perry on May 21, 2015
database

In order to provide our asset management clients with digital marketing and client reporting tools, our clients give us huge amounts of data that must to be stored securely, efficiently and be returned to them within…

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