A blog for innovative fund marketing and investor servicing professionals

Robo-Advisors: It’s all about people

By Courtney McQuade on November 30, 2016
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Investors today want to find a safe place to learn about investing where they feel comfortable enough to ask questions. Can FinTech and Robo-Advisors be the answer? I had the opportunity to speak with Krysten Merriman, head of marketing for…

Sellers of Annuities Beware

By Karen Riccio on November 29, 2016
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There’s always been a lot of trash talking surrounding annuities and the advisors who sell them, but it’s grown even dirtier and louder with the changes to fiduciary law set forth by the U.S. Department of…

Five Step SEO Strategy for Fund Marketing Websites

By Richard Watts on November 28, 2016
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One of the biggest challenges faced by many of our Asset and Wealth Management clients is the creation of an SEO strategy and the tactical implementation. This is either due to the lack of resource or…

Friday Fund Marketing Roundup #22

By Elliot Burr on November 25, 2016
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Welcome to our digital marketing round-up Here at Kurtosys we fall down the digital rabbit hole so you don’t have to. We’ve pulled out some of the best reports, eBooks and articles from the digital sphere,…

Five Insights From The Women in Finance Power 100

By Courtney McQuade on November 24, 2016
Five Insights From The Women in Finance Power 100

While robo-advisors are quickly gaining popularity, many agree they’ll never replace the human touch. Why? Because investing has an emotional dimension to it. Most people would agree it’s confusing and scary. Add to that mix a…

Content can be king for asset managers

By David Prosser on November 23, 2016
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Asset managers increasingly believe that focusing on the customer experience is a crucial challenge as they explore digital transformation and how it might enable them to compete in the evolving marketplace. But what does that mean…

How 6 Asset Managers Reacted to the US Election

By Farnham Rankin on November 22, 2016
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It has been almost two weeks now since one of the most surprising nights in political history, with Donald Trump beating Hillary Clinton to become the 45th President of the United States of America. It is…

Investment Professionals: Don’t be a LinkedIn Luddite!

By Courtney McQuade on November 21, 2016
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Social media is not the future. Social media is right now.    If you are a financial services professional, every day you’re not active on LinkedIn is a missed opportunity to connect with prospects, reinforce your…

Friday Fund Marketing Roundup #21

By Elliot Burr on November 18, 2016
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Welcome to our digital marketing round-up Here at Kurtosys we fall down the digital rabbit hole so you don’t have to. We’ve pulled out some of the best reports, eBooks and articles from the digital sphere,…

“We need you to make it go viral.” What’s the secret to viral marketing?

By Hannah Smith on November 15, 2016
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I always thought the whole point of something ‘going viral’ on the internet was that it happens spontaneously. A funny tweet, a photo of a weird-looking dog, or a video clip of a politician’s embarrassing gaffe…

10 Google Chrome Extensions to Boost Your Digital Marketing

By Elliot Burr on November 14, 2016
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Google Chrome is the world’s most used browser. It’s hardly surprising, as it is absolutely chock-full of additional apps and extensions which can improve not only your online browsing experience, but also your marketing strategy. Whether…

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