Client Servicing

Digital Marketing at Asset Management Firms [INFOGRAPHIC]

By Paul Fawcett on November 10, 2015

Recently on our blog, we posted a roundup of the findings from our digital marketing survey that had been conducted globally through e-mail. The survey results uncovered valuable information on the challenges and goals of digital marketers at…

Developers Push the Envelope with New Financial App Launches

By Hannah Smith on November 5, 2015

It’s been an exciting time for app developers lately, with two interesting new financial apps coming to the market and setting the bar high for future launches. In October, wealth manager and stockbroker Charles Stanley unveiled…

2015 Digital Marketing Practices at Asset Management Firms

By Luke Hinchliffe on October 22, 2015

What are the top challenges for digital marketers at asset management firms? What are the goals of digital marketing programs at firms? What are the most important channels for digital marketers? All of these questions and…

M&A Activity Heats Up as Firms Pursue ‘Transformational’ Deals

By Hannah Smith on October 20, 2015

A takeover deal was announced earlier this month which is perhaps the clearest sign yet of the sea change underway in the financial sector. The news that Aberdeen Asset Management has agreed to buy Parmenion Capital…

Is a Successful Fund Platform All About Price? Not a Chance

By David Prosser on October 15, 2015

What do investors and advisers look for when choosing a fund platform? While the easy assumption is that this is a debate about price – that the default option for most people will be to choose…

3 SlideShares that Ensure the Digital Future of Client Servicing

By Taranita Costales on September 29, 2015
digital future of client servicing

Digital technologies have changed client servicing forever. In an earlier article on our blog about the rise of Britain’s new millionaires, it’s mentioned that one of the ways wealth managers can win over the mass affluent…

Winning Over the Millennials: Four Big Myths Debunked

By Hannah Smith on September 3, 2015

Move over Baby Boomers, it’s time for a new wave of investors to shape the future of the asset management industry: the Millennials. Who are they? The term refers to people born between the early 1980s…

4 Tactics to Help Personalize Your Fund Marketing

By Taranita Costales on September 2, 2015

In 2014, Coca-Cola globally launched the “Share a Coke” campaign after seeing Australian sales rise as a direct result of its efforts in 2011. If you’ve seen or drank a Coke in the last year you’ve…

Plaudits for Early Adopters of Apple Pay

By David Prosser on August 27, 2015

Those banks that have been slower to sign up to Apple Pay may live to regret it You fall foul of Apple at your peril. No one is saying publicly why HSBC, supposedly a launch partner…

[Video] Asset Management Must Change to Meet Customer Needs

By Courtney McQuade on August 13, 2015

Lately, I’ve been referring to video over text to consume my usual dosage of news and insights. During my daily hunt to find current content on the industry, I came across a gold mine of good…

Why Digital Customer Service Matters in FinServ

By David Prosser on July 30, 2015

“I want fans, not customers,” is the mantra of Vernon Hill, the founder of Metro Bank, Britain’s highest-profile retail banking launch of the past two decades (in fact, the country’s only full-service retail banking launch during…

Why We Stand by Cloud Adoption and Our Unified Data Model

By Mash Patel on July 13, 2015

We @kurtosys are passionate about our tagline, “Beautiful Software”. We’re proud of the significant technological innovations we have made over the last few years that lie beneath this tagline and equally as proud as seeing the fruition…