A blog for innovative fund marketing and investor servicing professionals
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Technology


Can continuous authentication counter rising cybercrime?


Tim Cooper on November 15, 2017

Most online financial services accounts ask users for multiple authentication factors when logging in - processes that are being bypassed by criminals.

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Digital Marketing


Asset Management Marketing Focus: October ’17 [Video]


Elliot Burr on November 10, 2017

October’s round up presents a GDPR update, the latest fund launches, and our recent webinar and digital marketing survey.

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Kurtosys Platform


Introducing Snapshots, a new compliance feature in Kurtosys


Alexandra Filippova on November 09, 2017

Kurtosys users are now able to comply with aspects of record-keeping regulations (such as MiFID II), by saving ‘snapshots’ of their web pages.

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Technology


Asset managers: embrace technology, “it’s do or die”


Paul Fawcett on November 07, 2017

A new report from PwC has indicated a time of “transformational change” for the asset management industry, which needs to adopt technology, and fast.

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Digital Marketing


Asset Management Marketing Focus #14


Elliot Burr on November 03, 2017

This week’s round up brings you a new ETF advocate, MiFID II breathing space and successful statistics regarding the asset management industry.

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Digital Marketing


Can your audience actually read your content?


Luke Hinchliffe on November 02, 2017

What exactly are asset managers getting wrong on their websites? The overuse of jargon and industry speak that means little to most is not the only problem.

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Digital Marketing


Advisers and wealth managers demand quality over quantity


Elliot Burr on November 01, 2017

Richard Lander, Director of Citywire Engage, has signalled the need for asset managers to simplify their content and market it in a better way,

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Company Culture


Women in FinTech: Johannah Coffey [Interview]


Elliot Burr on October 30, 2017

We talk with Johannah Coffey, Head of Customer Success, on her experiences working in the Financial Services and Technology industries here at Kurtosys.

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Digital Marketing


Asset Management Marketing Focus #13


Elliot Burr on October 27, 2017

This week’s round up brings you the latest industry movers, MiFID II’s rivals, thoughts on robo-advisors and a financial-themed Halloween.

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Fund Marketing


Fund managers need to go straight to consumers


Mash Patel on October 25, 2017

Fund managers have a choice - win over digital generations, or risk becoming obsolete very quickly. Ruling out the latter, how can they achieve the former?

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Mobile


The New (Augmented) Reality for Financial Services


Elliot Burr on October 24, 2017

It’s an adapt or die scenario for financial services firms, even if virtual worlds don’t seem tangible. The trouble is, they are the new reality.

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Digital Marketing


The Future of Asset Management: Savvy Investor’s Top White Papers


Andrew Perrins on October 23, 2017

Savvy Investor's research team has found the most popular white papers regarding the future of asset management for investment marketers.

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