A blog for innovative fund marketing and investor servicing professionals

Q&A: Savvy Investor’s “Knowledge Network” for Institutional Investors

By Luke Hinchliffe on February 6, 2016
Savvy Investor

Savvy Investor is a relatively new entrant into the content marketing arena, but has proved an instant hit with institutional investors worldwide, reaching critical mass in less than twelve months and gaining 200 new members every…

Firms Move Ahead of Regulation and Push for Innovation

By David Prosser on February 4, 2016
firms-move-ahead-regulation

Some nine years after the global financial crisis broke, is the financial services industry finally beginning to look to the future? The eighth instalment of Capgemini’s annual study of the sector’s priorities for IT investment suggests…

Wall St vs Silicon Valley: The FinTech Battle

By Suzanne McGee on February 2, 2016
fintech-battle-wall-street

A fierce battle between Wall Street and Silicon Valley’s technology industry is taking shape, with the prize being which combatant will control and shape the pace and direction of financial innovation. Most observers are likely to…

Futurology: Five Big Digital Marketing Trends for 2016

By Hannah Smith on January 28, 2016
digital-marketing-trends-2016

It’s a brand new year, which means it’s time to dust off the crystal ball and try to see in to the not too distant future. Specifically, to identify what major trends marketers might have to…

7 UX Techniques to Improve Fund Data Display

By David Wilson on January 26, 2016
user-expierence-fund-date-display

“User experience” has become more than just a buzzword, it is now a foundation stone of good web design and usability. I remember when website creation was all about accessibility – making web pages available for those…

Asset Management Marketing on a Shoestring Budget

By Alexandra Di Salvo on January 21, 2016
asset-managment-marketing-shoestring-budget

One of the most difficult obstacles a small asset manager faces is how to execute an effective digital marketing plan on a tight budget. Even with limited resources, these marketers have to find ways to attract…

Data Privacy: FinTech Opportunity or Threat?

By David Prosser on January 19, 2016
data-privacy-fintech

What do new data protection rules agreed across the European Union mean for innovation in the fintech space? The reforms, finally signed off in December after years of arguments, introduce a common set of rules across…

6 Essential SEO Factors for the Perfect Fund Web Page

By Farnham Rankin on January 14, 2016
SEO-factors

From selecting a restaurant for dinner to trying to decide on a new mattress, the majority of people take to search engines to provide them with accessible, convenient and trust-worthy information. In fact, a 2012 report…

The Mobile Experience: What Asset Managers Can Learn from Retailers

By Hannah Smith on January 12, 2016
mobile-experience

Major global retailers allocate significant time and money to persuade you to spend yours, and increasingly they are focused on how to get you to do this via your smartphone. The industry jargon for this is…

Asset Management in 2016 – Your Predictions

By Luke Hinchliffe on January 7, 2016
asset-management-in-2016

2015 was an exciting year for the global asset management industry. The popularity of robo-advisors, the rise of Millennials and the growth of ETFs were just a few drivers of change in the asset management sector…

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