Articles by Leandi Kolver

From simply keeping up to thriving – 4 tips for financial marketers to increase competitiveness

By Leandi Kolver on September 19, 2019

The financial services industry is changing, firms are becoming more customer-centric, focusing on digital transformation and doing all they can to improve operational efficiency and do more with less. As a result, the industry is becoming increasingly competitive…

Latest Kurtosys release introduces deeper snapshot integration, enhanced functionality

By Leandi Kolver on September 18, 2019

We’re excited to announce the latest Kurtosys release which comprises deeper snapshot integration for WordPress sites, enhancing your record-keeping procedures and boosting your regulatory compliance.   The new Kurtosys DXM Revisions is an enhancement of the Snapshots feature that clients using FundPress will…

New, rebranded Kurtosys UI now live

By Leandi Kolver on

We are pleased to announce that the new Kurtosys platform UI is now live. With the latest release we’ve made various UX improvements to the platform, including a switch in how we name our modules.       With…

We’re making some exciting changes to the Kurtosys platform

By Leandi Kolver on September 4, 2019

We’re excited to announce that we’re in the process of making some UX improvements to the Kurtosys platform, most notably a switch in how we name our modules.  Why the change? Since we started on the journey of…

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

By Leandi Kolver on August 29, 2019
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Many financial services companies are looking to accelerate their digital transformation to provide a better customer experience and increase sales and revenue. In fact, our Asset Management Digital Marketing Survey showed that a large percentage of asset managers were planning on increasing their…

21 interesting facts about the wealth management industry [INFOGRAPHIC]

By Leandi Kolver on August 12, 2019

There are expected to be 7.7 million more high-net-worth-individuals (HNWIs) in the world by 2023, according to a report by wealth data business, Wealth-X. This equates to $20.9trn of newly created wealth in the next five…

Latest Kurtosys release includes translation enhancements, introduces Studio

By Leandi Kolver on August 6, 2019
Kurtosys FundPress

The latest Kurtosys release includes enhancements to the translations module and the introduction of Kurtosys Studio – a module that will ultimately allow you to configure apps for your fund website with zero coding knowledge required.     The…

Digital transformation in asset & wealth management – catering for the future investor

By Leandi Kolver on July 29, 2019

When it comes to digital transformation, specifically as it relates to client interaction, the asset and wealth management industries have generally lagged behind their banking counterparts – showing slower adoption of technologies to ease and improve…

Connecting the Dots – Nerina Visser [Podcast]

By Leandi Kolver on July 17, 2019
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In this edition of our Connecting the Dots podcast we speak to Nerina Visser, Director & co-owner at etfSA Portfolio Management Company. In this podcast, Nerina discusses the ETF landscape and why they are a good…

Connecting the Dots – Dr Adrian Saville [Podcast]

By Leandi Kolver on June 24, 2019
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In this edition of our Connecting the Dots podcast we speak to Dr Adrian Saville, Founder and Chief Executive at Cannon Asset Managers and Professor at the Gordon Institute of Business Science. In this podcast, Adrian…

Latest Kurtosys release includes FundInfo distribution, DocPress feature enhancements

By Leandi Kolver on May 14, 2019

The latest Kurtosys release includes further enhancements to the DocPress Document Production Center and Document Management modules, enabling you to distribute documents directly to FundInfo from the DocPress Document Production Center and manage your documents with…

Connecting the Dots – Byron Lotter [Podcast]

By Leandi Kolver on
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In this latest episode of our Connecting the Dots podcast series, we chat to Byron Lotter, Director at Vestact Asset Management, based in Johannesburg. In this Podcast, Byron explains why personalisation is so important to South…