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A blog for innovative fund marketing and investor servicing professionals

Kurtosys Power 100: The Most Influential Asset Managers on Twitter

By Taranita Costales on September 30, 2015

Which asset management brands are dominating Twitter? Discover the 100 most influential asset management brands on Twitter. Each week the Kurtosys #AMPower100 recognizes the most inspiring social media accounts so you can follow them, join the…

3 SlideShares that Ensure the Digital Future of Client Servicing

By Taranita Costales on September 29, 2015
digital future of client servicing

Digital technologies have changed client servicing forever. In an earlier article on our blog about the rise of Britain’s new millionaires, it’s mentioned that one of the ways wealth managers can win over the mass affluent…

Financial Services and Technology: If You Can’t Beat ’em, Join ’em

By David Prosser on September 24, 2015

Financial services companies are fighting back in the face of the threat from the technology sector. We hear a great deal these days about the potential for the big names in the technology sector to flex…

Why Isn’t More Fund Data Aligned with Content Marketing?

By Farnham Rankin on September 22, 2015

Content marketing has become a lynchpin in many financial institutions marketing departments. Despite the asset management industry being late to the party, there’s been a huge increase in websites being launched as dedicated content hubs as…

Democratizing QA: How Automated Testing Tools Empower Teams

By Patrick McKenna on September 17, 2015

Sometimes I wonder how quality assurance (QA) got this bad. Humanity’s engineering achievements are nothing short of mind blowing. Buildings that reach the stars, tunnels bored under cities, bridges that span seas. But when it comes…

How This Hot Marketing Tool Can Help Your Firm Win New Business

By Hannah Smith on September 14, 2015

You may have heard of marketing automation, but do you really understand how it works in practice, and what the benefits are to financial services firms and their customers? Just run through that again for me……

Why It’s Important to Visually Display Data

By David Wilson on September 10, 2015

For hundreds of years, people have relied on visual representations to understand information easily and quickly. In a popular TEDTalk, data journalist David McCandless talks to the engaged crowd about how data visualization can solve information…

Managing the Cost of Cloud Computing

By Stephen Zucknovich on September 9, 2015

At Kurtosys, we talk a lot about the benefits of cloud computing and what it means for our clients to use private, public, or a blend of both, hybrid cloud computing. In our last article on this topic,…

The Race to Sign Britain’s New Millionaires

By David Prosser on September 8, 2015

The virtual advice model may represent wealth managers’ best option for winning business from the growing mass affluent marketplace The number of millionaires in the UK has risen by more than 40 percent over the past…

Winning Over the Millennials: Four Big Myths Debunked

By Hannah Smith on September 3, 2015

Move over Baby Boomers, it’s time for a new wave of investors to shape the future of the asset management industry: the Millennials. Who are they? The term refers to people born between the early 1980s…

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