A blog for innovative fund marketing and investor servicing professionals
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Digital Marketing


How fund managers succeeded at digital marketing in June


Andrew Byford on June 21, 2017

Throughout June, we’ve assessed how fund managers have used digital marketing to present the global market landscape to investment professionals.

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Client Servicing


5 Reasons to attend TSAM New York (#4 will shock you!)


Luke Hinchliffe on June 20, 2017

Kurtosys are excited to be exhibiting at the TSAM event in New York at the Marriott Marquis on June 21, 2017. Here are five reasons to attend.

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Wealth Management


Central Banks Are Doing the Unthinkable – Buying Stocks


Karen Riccio on June 19, 2017

Although there’s industry-wide concern for an increasingly inefficient market, it appears that there’s no end in sight to central banks buying equities.

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Digital Marketing


Friday Fintech Marketing Roundup #46


Elliot Burr on June 16, 2017

This week’s round up brings you a bank’s demise, the so-called ‘flippening’, a reinvigoration of SEO and the marketing power of dogs.

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FinTech


Investment research platform gets huge boost from MiFID II


Tim Cooper on June 15, 2017

Financial technology start-up Alpha Exchange realised that MiFID II was about to give the investment research market a new regulatory imperative.

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FinTech


The Fintech World Series: Brazil


Elliot Burr on June 13, 2017

A nascent star on the global fintech scene, Brazil's largely unbanked population is allowing for emerging disruptors to take over the financial world.

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Fund Marketing


KIIDs reform: compliance burden or marketing opportunity?


David Prosser on June 12, 2017

Asset managers need to think about more than simple compliance with new rules as they redesign their KIIDs to meet the requirements of MiFID II and PRIIPs.

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Digital Marketing


Friday Fintech Marketing Roundup #45


Elliot Burr on June 09, 2017

This week’s round up brings you data swamplands, ‘superstar’ ETFs, statistically sound infographics and a land of unicorns.

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Digital Marketing


Using Google Analytics Benchmarks for your Investment Management Website


Luke Hinchliffe on June 08, 2017

Google Analytics Benchmarks is a useful tool for digital marketers as more data has become available for investment management websites.

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Regulation


The DOL’s Fiduciary Rule Still in Limbo


Karen Riccio on June 07, 2017

With President Trump past the official 100-day honeymoon period of his first term, here's a little more certainty on the fate of the DOL fiduciary rule.

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News


Kurtosys CFO Scott Gellman wins CFO Innovation Award


Luke Hinchliffe on June 06, 2017

We're proud to announce that Scott Gellman, the Kurtosys CFO/COO, has won in this year's CFO Innovation Awards.

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Digital Marketing


Fintech Marketing Monthly: May ’17 [Video]


Elliot Burr on June 02, 2017

May’s round up presents France's fintech boost under Macron, blockchain hell and more LinkedIn tips from our social media expert.

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