Client Servicing

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…

The Continued and Inevitable Rise of Robo-Advisors

By Jeff Hendren on August 7, 2014

Robo-advisor: a futuristic-sounding term that has been attributed to the ever-increasing number of automated advisory platforms. These automated investing services simply provide a way for investors to buy investment products without having to see a human…

Storytelling and the Pyramid Principle

By Matt Stone on July 17, 2014
Storytelling and the Pyramid Principle

Going as far back as the Bible or the Odyssey, if you want people to listen to you, you’d better have a coherent and compelling story to tell. The same is true for marketing directors, fund…

The Rise of Robo-Advisors: The Meaning of Increased Client Demand for Technology

By Taranita Costales on July 10, 2014

Technology: Friend or Foe? Their name may have you thinking that they emerged as characters straight out of a 1980s sci-fi action movie. In reality, robo-advisors have only recently become a hot topic in the fund…

Data Management in Financial Services — Can You Back Up Your Marketing Team?

By Steve Perry on June 19, 2014

What does “caring about data” actually mean? Here’s what you need to look for in a data management team. For many companies data is central to their business, so it makes sense that they would spend…

Are Your Fund Website Tools from the Stone Age?

By Patrick McKenna on March 20, 2014

Getting financial data onto your website is easy, right? You get your IT team to build a web service, you plug it into the site and then data goes in. You call BigDesign Co., write them…

Globally Recognized Security Certification Awarded to Kurtosys

By Harry Thompson on March 5, 2014

Security is an integral part of our business – it underpins everything we do. We are delighted to say that Kurtosys has recently been awarded with the security certification, ISO 27001, throughout all of our global…

Fast Forward to the Future of Asset Management

By Matt Stone on March 4, 2014
Future of Asset Management

In India, the national space agency, ISRO, is celebrating its first manned lunar mission. Russians are already mining helium-3 directly from the moon, and space is about to welcome the first Chinese space station. The world…

Why Women Make Better Investors

By Adele Caschera on February 20, 2014
Why Women Make Better Investors

“Money and women are the most sought after and the least known about of any two things we have.” – Will Rogers How well do you know women investors? Research shows that while females are commanding…

Women on Top of the Financial Ladder

By Hazel McHugh on February 13, 2014
Women war workers of Marinship Corp

How well do you know your audience? Research shows that while females are commanding ever more wealth and power, women continue to be underserviced by wealth managers. In a two-part series, we explore the growing role…