A blog for innovative fund marketing and investor servicing professionals
author

FinTech


The Fintech World Series: USA – The East Coast


Elliot Burr on August 22, 2017

The USA's East Coast houses two of its most successful fintech hubs, and others with growing potential. Featuring NYC, Boston, Charlotte, and Atlanta.

Read now
author

Digital Marketing


Asset Management Marketing Focus #4


Elliot Burr on August 18, 2017

This week’s round up brings you the latest industry movers, the intriguing future of ETFs, exemplary asset management websites and social media successes.

Read now
author

News


Kurtosys Nominated at Fund Services Awards 2017


Elliot Burr on August 14, 2017

We are proud to announce that Kurtosys Systems has been nominated for an award at the Investment Week Fund Services Awards 2017.

Read now
author

Digital Marketing


Asset Management Marketing Focus #3


Elliot Burr on August 11, 2017

This week’s round up brings you movers within the asset management industry, 2017’s investment trends, updates on the DOL fiduciary rule and ‘Neymar funds’.

Read now
author

Interviews


Asset management marketing: keeping pace in an ever changing world


Courtney McQuade on August 10, 2017

An interview with Samantha Hurditch, Managing Director at Wellsmarketing Consultancy Ltd, discussing how to stay current in today’s dynamic environment.

Read now
author

Client Servicing


How Will MiFID II Affect US Asset Managers?


Alexandra Filippova on August 09, 2017

While asset managers in the US may consider themselves exempt from MiFID II, this is indeed not the case; they should look to becoming fully compliant.

Read now
author

Company Culture


Kurtosys’ Iron Man: An Interview with Kyle Lotz


Elliot Burr on August 07, 2017

An interview with Kyle Lotz, Project Manager here at Kurtosys, who has taken part in rigorous Ironman triathlon challenges in South Africa.

Read now
author

Digital Marketing


Asset Management Marketing Focus #2


Elliot Burr on August 04, 2017

This week’s round up brings you the best digital uses by asset managers, entertaining Money 20/20 observations and UBS' impressive social media campaigns.

Read now
author

Client Servicing


Asset managers, is it time to monetise compliance and tax?


David Prosser on August 02, 2017

The data that asset managers must now collect from customers can be the key to delivering more targeted products and services to individual clients.

Read now
author

Technology


The Rise and Rise of Cybersecurity


Harry Thompson on July 31, 2017

The rise of cybersecurity means it's stopped being a subset of the IT Manager's role and has become a necessary discipline of any modern-day business.

Read now
author

Digital Marketing


Asset Management Marketing Focus #1


Elliot Burr on July 28, 2017

This week’s round up brings you the latest industry movers, OMGI's successful Twitter techniques and further warnings from the incoming MiFID II regulation.

Read now
author

Digital Marketing


The rise and rise of influencer marketing


David Prosser on July 27, 2017

Until fund marketers take some time to understand who influencers are and what they’re saying, they can’t be sure they’re not missing a trick.

Read now