author

Technology


Two Reasons Automation Is Not Such a Threat


Carolyn Marsh on April 30, 2019

Despite wariness about automation, there are two things that may get overlooked, which may mitigate the worst-fear scenarios that dominate its reputation.

Read now
author

Digital Marketing


Kurtosys Spotlight: Rina Amin, Earth Day, client-facing tech


Elliot Burr on April 26, 2019

This week’s edition of Kurtosys Spotlight features environmental impact investing, our podcast with Ben Phillips from EventShares, Rina Amin, Instagram tips and boosting client-facing technology.

Read now
author

Fund Marketing


Wooing RIA Gatekeepers: The “VIP Approach”


Dan Sondhelm on April 25, 2019

An RIA gatekeeper should feel that they have direct access to your company’s successful investment managers. If you successfully create this impression, the opportunity to soft sell your company’s funds will follow, writes Dan Sondhelm.

Read now
author

Interviews


An interview with Simon Ellis, HSBC Global Asset Management


Sam Shaw on April 24, 2019

We chat with Simon Ellis, global head of client segments at HSBC Global Asset Management, about untapped client markets, and areas of the market that are set for further scrutiny.

Read now
author

Podcasts


Connecting the Dots – Niels Footman [Podcast]


Elliot Burr on April 23, 2019

We chat to CopyLab's Niels Footman about being 'heard above the noise' through written and video content, event participation and inspirational books.

Read now
author

Digital Marketing


Kurtosys Spotlight: WealthTech100, Pascal Strölin, money market funds


Elliot Burr on April 18, 2019

This week’s edition of Kurtosys Spotlight features the WealthTech 100, Pascal Strölin, TSAM Toronto and the rise of money market funds in China.

Read now
author

News


Kurtosys named leading fintech company for WealthTech 100 2019


Paul Fawcett on April 17, 2019

Kurtosys is pleased to announce that it has been recognised as a leading fintech company, included in the WealthTech 100 2019 list.

Read now
author

Digital Marketing


How to Use Long-Tail Keywords to Drive Traffic to Your Financial Site in 2019


Aljaz Fajmut on April 17, 2019

If you’ve got a pretty nifty financial website but you’re not driving enough traffic, long-tail keywords could be the answer, writes Aljaz Fajmut.

Read now
author

Podcasts


Connecting the Dots – Ben Phillips [Podcast]


Elliot Burr on April 16, 2019

We chat with Ben Phillips, CIO at EventShares, on investment opportunities, creating engagement through video production and the firm's Policy Tracker.

Read now
author

News


Kurtosys Head of Digital to speak at Financial Services Forum event


Elliot Burr on April 15, 2019

We are pleased to announce that our Global Head of Digital Rich Watts will be a featured speaker at an upcoming event hosted by the Financial Services Forum.

Read now
author

Digital Marketing


Kurtosys Spotlight: Rodney Dickson, Morningstar Conference, London fintech


Elliot Burr on April 12, 2019

This week’s edition of Kurtosys Spotlight features a return for ETFs, Colonial First State’s Rodney Dickson, the upcoming Morningstar conference, and the rise of London fintech.

Read now
author

Podcasts


Connecting the Dots – Noel Hillmann [Podcast]


Elliot Burr on April 08, 2019

We chat to Noel Hillmann, founder and CEO of Clear Path Analysis, about well-curated content strategies, GDPR, and the future of institutional marketing.

Read now
Search
Generic filters
Exact matches only
Filter by Custom Post Type

Try: regulationpersonalisationautomation