A blog for innovative fund marketing and investor servicing professionals

Compliance: How to use artificial intelligence to Know Your Customer

By Graham Jarvis on March 2, 2017
AI-compliance

Financial services organisations have since the financial crisis in 2008 had to respond to a stricter regulatory compliance regime. This has led to the introduction of technologies that automate processes such as Know Your Customer (KYC)…

How to manage fund entitlements using segmentation lists

By Lily Nathanson on March 1, 2017
FundPress Segmentation

FundPress allows you to control the fund or share class data that can be shown to different investor groups on your website. You can set up customized rules for what funds should be available for each…

The Fintech World Series: Canada

By Elliot Burr on February 28, 2017
Canada featured image

Fintech is exploding. It is a global industry, striving to change the future of finance. …And the future is now. At Kurtosys, we’ve set out to cover exactly what’s happening in the financial industry the world…

Kurtosys Relocates to Contemporary London Office

By Elliot Burr on February 27, 2017
77-kingsway-office

Kurtosys is pleased to announce that our London operations have completed their move to a contemporary space, situated near to Holborn Underground Station. The workplace’s bespoke design was made in collaboration with office interior design company…

Friday Fund Marketing Roundup #34

By Elliot Burr on February 24, 2017
Friday-Roundup-New-3

Welcome to our digital marketing round-up Here at Kurtosys we fall down the digital rabbit hole so you don’t have to. We’ve pulled out some of the best reports, eBooks and articles from the digital sphere,…

How to author and manage fund data commentaries using FundPress

By Lily Nathanson on February 22, 2017
FundPress Commentaries

Our FundPress cloud-based platform makes authoring, publishing and managing your fund commentaries a streamlined exercise, with the workflow centralized all in one place. A user can add a new ‘commentary type’ within the Data Dictionary tab,…

Friday Fund Marketing Roundup #33

By Elliot Burr on February 17, 2017
Friday-Roundup-New-3

Welcome to our digital marketing round-up Here at Kurtosys we fall down the digital rabbit hole so you don’t have to. We’ve pulled out some of the best reports, eBooks and articles from the digital sphere,…

How to centrally manage all your fund disclaimers and approval workflow

By Lily Nathanson on February 16, 2017
FundPress Disclaimer Management

One of the key benefits of FundPress is that it offers a centralized Disclaimer Management System for marketers. This feature is a great time-saver as you can author, as well as build out an entire workflow…

Brexit woes for UK fund managers

By David Prosser on February 15, 2017
Brexit-Fund-Managers

Finally, we’re about to push the button. The Supreme Court ruling in January clears the way for Theresa May’s government to trigger Article 50 of the Treaty of Lisbon – once she has Parliament’s approval, that…

The Fintech World Series: Belgium

By Elliot Burr on February 14, 2017
Belgium featured image

Fintech is exploding. It is a global industry, striving to change the future of finance. …And the future is now. At Kurtosys, we’ve set out to cover exactly what’s happening in the financial industry the world…

Open Banking API: Get Ready for Disruption

By Shrikant Thakare on February 13, 2017
Open-Banking-API

There is a general feeling in the market that UK Retail Banking is not competitive and the Competition and Markets Authority (CMA) can’t work out the best possible ways to reform the industry. Not a single…

Friday Fund Marketing Roundup #32

By Elliot Burr on February 10, 2017
Friday-Roundup-New-3

Welcome to our digital marketing round-up Here at Kurtosys we fall down the digital rabbit hole so you don’t have to. We’ve pulled out some of the best reports, eBooks and articles from the digital sphere,…

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