Client Servicing

Engagement is the Journey, Loyalty is the Destination

By Helen Foran on October 30, 2012
digital-engagement

With increased competition and commoditisation in the market place, wealth managers are seeing growing levels of churn with challenging implications for profitability.   A recent study of high net worth individuals by KPMG highlighted that 45%…

A Survey of Investors Preferences: Online, Reporting & Mobile [INFOGRAPHIC]

By Luke Hinchliffe on August 22, 2012
A Survey of Investors Preferences

A survey of investors preferences regarding online access to fund marketing data, fund reporting services and mobile accessibility.

Information Overload – (Part 2)

By Hazel McHugh on August 16, 2012
Curating

Last time, I talked about why financial services is really just as much about information – about communication – as it is about numbers and complex fund predictions.  And then I touched on why the growth…

Information Overload – (Part 1)

By Hazel McHugh on August 14, 2012
information

There’s a common mis-conception that financial services is exclusively a numbers game; that it’s all about returns, interest rates and performance graphs. In fact, whether you service institutional investors and pension funds or Joe Bloggs on…

Protecting your digital footprint

By Hazel McHugh on August 10, 2012
Digital footprint

They call it ego-surfing. An idle moment here and there and curiosity gets the better of you. You enter your own name into Google and see what comes up. There will be a few social networking…

Brilliant Mind

By Hazel McHugh on July 18, 2012
Wobbly Table

What matters most to investors? Growth, security and income all come high on the list, of course. But what about the emotional side of investing? Isn’t a critical part of an adviser’s role to try and…

Introducing what investors really want…

By Hazel McHugh on June 28, 2012
Numbers

A new survey of investors’ preferences regarding online access to fund marketing data, fund reporting services and mobile accessibility. Day in, day out, Kurtosys solve fund reporting problems.  We fix data issues, transform client reports and…

Kurtosys survey reveals that investor satisfaction hinges on reporting quality, interactivity & mobile

By Luke Hinchliffe on June 26, 2012
A Survey of Investors Preferences

London, UK — 26 June 2012 – A recent Kurtosys survey into investors’ preferences in fund reporting showed that client satisfaction hinges on the design and quality of reporting, interactive tools and mobile capability. 98% of…

What price safety?

By Hazel McHugh on June 22, 2012
Safety

We often use the Kurtosys blog to talk about how technology promotes. We’ve got a similar theme this time, but first some good news for investors! Inflation fell to 2.8% in May, the lowest for two…

Trust issues and why financial advice might be all in the mind

By Hazel McHugh on June 14, 2012
Handshake

A person’s relationship with money can get complicated. You don’t need me to tell you that. Many of you are financial professionals with first-hand experience of how complex financial advice can become. It’s not just the…

What price client reports?

By Hazel McHugh on June 11, 2012
number 1s

What price client reports? What attracts new investors?  What encourages those you have to stick around rather than jump ship for the latest rising star? They are both “million dollar questions” but are also, fortunately, well…

Wealth Management – A new style in client expectations

By Hazel McHugh on June 8, 2012

There are many internal factors that are changing wealth management – those familiar pressures like regulation, margin squeeze and investor confidence that we discussed in our last post, a new era of client reporting. There are external developments…