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A blog for innovative fund marketing and investor servicing professionals

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…

4 Tactics to Help Personalize Your Fund Marketing

By Taranita Costales on September 2, 2015

In 2014, Coca-Cola globally launched the “Share a Coke” campaign after seeing Australian sales rise as a direct result of its efforts in 2011. If you’ve seen or drank a Coke in the last year you’ve…

How Kurtosys Did it: Unifying a Global Company

By Scott Gellman on September 1, 2015

In 2009, Kurtosys acquired Fundworks Global Ltd. The acquisition broadened our geographic footprint and expanded our product line. In addition, we were fortunate enough to inherit some incredibly talented people as part of that deal. As…

Plaudits for Early Adopters of Apple Pay

By David Prosser on August 27, 2015

Those banks that have been slower to sign up to Apple Pay may live to regret it You fall foul of Apple at your peril. No one is saying publicly why HSBC, supposedly a launch partner…

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