author

Digital Marketing


Kurtosys Spotlight: Marc Schraer, bond ETFs, Wealth/Stack 2019


Elliot Burr on September 13, 2019

This week’s edition of Kurtosys Spotlight features Griffith Norville, the meteoric rise of bond ETFs, our new CRO Marc Schraer, the future of client experience for advisors, the Big Issue and highlights from Arizona’s Wealth/Stack 2019.

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author

Digital Marketing


Kurtosys Spotlight: Simon Mott, influencer marketing, Uber fintech


Elliot Burr on September 06, 2019

This week’s edition of Kurtosys Spotlight features LGIM’s Kassie Siwo-Gasa, clean energy investing, HANetf’s Simon Mott, influencer marketing, Uber’s foray into fintech and Santander’s educational #DontGetKurupted marketing campaign.

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author

News


Kurtosys expands senior team with appointment of new CRO, Marc Schraer


Luke Hinchliffe on September 06, 2019

Kurtosys has strengthened its executive team with the appointment of Marc Schraer as Chief Revenue Officer.

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author

Podcasts


Connecting the Dots – Simon Mott [Podcast]


Elliot Burr on September 05, 2019

We chat with HANetf's Global Head of Marketing Simon Mott about building a marketing strategy from scratch, differentiating your brand and repurposing.

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author

DXM


We’re making some exciting changes to the Kurtosys platform


Leandi Kolver on September 04, 2019

We’re excited to announce that we’re in the process of making some UX improvements to the Kurtosys platform, most notably changes to our module names.

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author

DXM


Choosing a DXM to accelerate your digital transformation – 4 key features to look out for


Leandi Kolver on August 29, 2019

We’ve made a list of four key characteristics to look out for to ensure the DXM you choose will meet your needs as a financial services company.

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author

Digital Marketing


Kurtosys Spotlight: Robin Stevens, the FCA and PSD2, Mark Polson podcast


Elliot Burr on August 23, 2019

This week’s edition of Kurtosys Spotlight features Aviva’s Robin Stevens, active investing habits, our podcast with the lang cat’s Mark Polson, open banking, PSD2 updates, and transatlantic fantasy football/stock-picking.

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author

Podcasts


Connecting the Dots – Mark Polson [Podcast]


Elliot Burr on August 21, 2019

We chat with the lang cat's founder Mark Polson about fun B2B content marketing, GDPR ramifications, DEADx conference and his career's biggest influences.

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author

Digital Marketing


Kurtosys Spotlight: Plastic-free investing, Madeline Delianides, DMFS


Elliot Burr on August 16, 2019

This week’s edition of Kurtosys Spotlight features Voya IM’s Madeline Delianides, plastic-free investing, sales and marketing technology, Brexit on fintech updates, DMFS Midwest and Chris Skinner’s future for banking.

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author

Data Visualization


21 interesting facts about the wealth management industry [INFOGRAPHIC]


Leandi Kolver on August 12, 2019

We’ve decided to compile a short list of interesting statistics on the global wealth management industry...

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author

Digital Marketing


Kurtosys Spotlight: Simon Mott, robo-advisor comparisons, Sibos 2019


Elliot Burr on August 09, 2019

This week’s edition of Kurtosys Spotlight features HANetf’s Simon Mott, customer-centricity, a teenager’s perspective of robo-advice, diversity measures, Sibos 2019, and the return of (financial) Fantasy Premier League.

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author

Wealth Management


3 Robo-advisors, £10,000: A Generation Z’s perspective


Pippy Harrison on August 07, 2019

The initial impressions of investing and three robo-advisors (Moneyfarm, Wealthify and Nutmeg) through the eyes of a 17 year old.

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