Articles by Paul Fawcett

8 Examples of fund manager email subscription pages

By Paul Fawcett on June 25, 2018
Examples of fund manager email subscription pages

Despite years of blog posts depicting “why email marketing is dead” and other click-bait style titles, the humble email remains one of the digital marketers most powerful tools. Whilst social media gave us a multitude of…

7 Examples of fund document libraries with good UX design

By Paul Fawcett on February 13, 2018

Documents are a critical part of any investment product and so careful attention is required in presenting these on asset management websites. This is especially important for those investment managers literally generating thousands of documents across…

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

By Paul Fawcett on November 7, 2017

A new report from PricewaterhouseCoopers (PwC) has indicated a projected growth for the asset management industry in the next 10 years, but with this comes the necessity for firms to increase their adoption of innovative technology…

Kurtosys’ Marketing Survey Reveals Increased Spending on Digital

By Paul Fawcett on November 10, 2016
kurtosys digital marketing survey 2016

Kurtosys’ 2015 Survey aimed to find out how digital marketers at asset management firms were adapting to the ever-changing landscape of technology. Whereas prior findings showed a trend in the role of marketers as supporters of…

16 Tools to Optimise Sales and Marketing Productivity

By Paul Fawcett on September 6, 2016
productivity tools

With endless folders, emails and projects to keep track of it can become hard to organise and prioritise your conversations and files, let alone your calendar. These are some of the tools we use internally here…

Asset Management in the Social Era [INFOGRAPHIC]

By Paul Fawcett on August 24, 2016
Asset Management in the social era

PwC’s June 2016 report, #SocialMediaStudies: Asset Management in the Social Era, reviewed the growth of social media globally and in terms of asset management brands. They uncovered research in which 62% of millennials said that if a brand engages with…

A former SEC Commissioner’s perspective on the DOL Fiduciary Rule

By Paul Fawcett on July 28, 2016
DOL fidicuary ruling

An interview with Dan Gallagher, former SEC Commissioner As part of our Kurtosys Insights series, we caught up with Dan to get his views on the effects of the DOL’s Fiduciary ruling, a potential Trump presidency,…

RegTech: A FinTech Fad or Favourite?

By Paul Fawcett on July 4, 2016
RegTech ft Image

This year regulation technology or #RegTech has been the word (or should I say hashtag) on everybody’s lips (Twitter feed). Ever since Deloitte published RegTech is the New FinTech, a paper explaining this emerging sector of…

How 5 Asset Managers Broke the Brexit Result

By Paul Fawcett on June 27, 2016
brexit ft image

In the wake of the UK’s EU referendum and its “Brexit” outcome, the start of trading on Friday the 24th of June marked a challenging morning for asset managers across the UK and Europe. With the value…

7 UX Techniques to Improve Fund Data Display

By Paul Fawcett on January 26, 2016

“User experience” has become more than just a buzzword, it is now a foundation stone of good web design and usability. I remember when website creation was all about accessibility – making web pages available for those…

6 Elements of the Perfect Secure Portal [INFOGRAPHIC]

By Paul Fawcett on November 24, 2015
6 Elements of the Perfect Secure Portal for wealth management

If you are a wealth manager or fund administrator, then you probably use a secure portal to distribute data and documents to your advisors and investors. But as users become increasingly tech-savvy and almost two-thirds (65%) of…

5 Popular Ways Fund Managers Use Infographics on Twitter

By Paul Fawcett on November 17, 2015
Fund Managers using Infographics on Twitter

More and more investment managers are using Twitter to increase brand awareness and connect with their audience in similar ways successful consumer brands do. For instance, firms like Deutsche Bank, Goldman Sachs and Credit Suisse (just…