Client Servicing

Improving Client Servicing with Net Promoter Score

By Jeff Hendren on April 22, 2015

Client satisfaction is near and dear to the heart of Kurtosys. In fact, creating a great customer experience is one of the four pillars of our company’s foundation. One of the tools we use to make sure…

5 Signs It’s Time to Consider Outsourcing Your Client Reports

By Ian Rees on April 2, 2015

When belt-tightening became a necessity during the aftermath of 2008, there were many different strategies employed to find ways to cut costs whilst keeping service levels high. Of those strategies, there is one that has outlasted…

Another Way to Optimize Your Asset Management Website: Live Online Chat

By Taranita Costales on March 30, 2015

Lately at Kurtosys, we’ve been talking a lot about turning fund websites into modern conversion machines. Different digital touchpoints — like engaging content with a call-to-action, scalable charting and interactive fund data tools — can help convert…

Financial Services Marketing: Focusing on Women

By Cami Crawford on March 17, 2015

What do women have that financial services want? Spending power and growing wealth. Women are surpassing men when it comes to higher education, which is increasing their earnings, wealth and overall presence in the workforce. According…

2 Truths and 1 Lie: Millennials and Financial Services

By Cami Crawford on March 5, 2015

The Millennial generation — those with birth years ranging from the early 1980s to the early 2000s — have raised some controversy for a number of reasons. There are certain assumptions, some of them misperceptions, about…

Will Your Funds Have that New Fund Smell?

By Jarlath Forde on January 22, 2015
New Fund Smell

Seize the opportunity in required pre-sale delivery of fund fact sheets and other communications On March 11th, the amended requirements for the pre-sale delivery of fund facts will come into force in Canada. This progression in…

How to Adapt to the Ever-Changing Nature of Internet Security

By Harry Thompson on January 13, 2015

There is no doubt that Internet security and risk management are getting more difficult to maintain. More than ever, software vulnerabilities are becoming more frequently exploited. This subject has always been a serious and important issue…

The Big Picture: Marketing Automation for FinServ Marketers [Infographic]

By Luke Hinchliffe on November 3, 2014

Marketing automation is one of the most pivotal developments to have happened to digital marketing since the Internet began. It allows financial services marketers to streamline tasks and in turn, create operational efficiency and faster revenue…

Mapping an Unforgettable User Journey

By Adam Drexler on October 7, 2014

What happens when a client or prospect visits your website? Do they just randomly click through material or are they strategically driven to view content that is compelling and creates excitement about your products and services?…

Creating Emotional Bonds and Client Loyalty

By Taranita Costales on August 21, 2014

What do top brands like Apple, Amazon, NFL and Starbucks have in common? Loyal customers. These brands have shown the consumer world the power of creating a beloved brand that retains customers. In the wealth management…

7 Tips To Creating The Perfect Client Reports [INFOGRAPHIC]

By Luke Hinchliffe on August 18, 2014

Since we love client reporting, we’ve created an infographic that provides the top seven tips for generating accurate and beautiful client reports. Wealth managers know that client reporting is the biggest opportunity to interact with investors. The…

Scaling Up: What Are Your “Guardrails” and When Do You Allow Customization?

By Mash Patel on August 12, 2014

I know a few of my colleagues were recently inspired during their last trip to San Francisco to attend what has become the “must go” True University event held by True Ventures. It’s designed specifically for…