Thoughts, opinions and resources for financial marketing professionals
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Digital Marketing


What does POPI mean for your marketing department?


Leandi Kolver on August 22, 2018

POPI is expected to come into force later this year. Here's what you need to know to make sure your marketing is compliant.

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Kurtosys Platform


Kurtosys’ latest release introduces Enterprise Security Features


Leandi Kolver on August 21, 2018

Enterprise security features in this release provide flexible settings in line with common InfoSec requirements set by global financial institutions.

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Data Visualization


8 Elements of a Great Fund Explorer [INFOGRAPHIC]


Luke Hinchliffe on August 20, 2018

What elements on a fund explorer make for a better UX for investors? We made an infographic with 8 components that can make a fund explorer great.

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Digital Marketing


AMMF #48: Crypto hedge fund, wacky ETFs return, relocation news


Elliot Burr on August 17, 2018

This week’s round up brings you the rise of crypto hedge funds, MiFID II woes, a celebrity rogue trader’s latest outing, and the newfound validity of wacky ETFs.

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Wealth Management


Six ways asset managers can innovate using Open Banking


Richard Watts on August 15, 2018

As asset managers and advisers look to digital-first solutions, here are a few examples of how Open Banking can enhance the digital experience for clients.

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Data Visualization


8 eye-catching asset management infographics


Ray Aso on August 13, 2018

Infographics are a great way to market your insights and findings via social media channels or a website. Here are some examples from asset managers.

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Digital Marketing


AMMF #47: Women in ETFs, regulatory breaches, ‘Fintech Apocalypse’


Elliot Burr on August 10, 2018

This week’s round up brings you a collaborative fund suite, Women in ETFs, Tesla turmoil, and the role of a child’s sandbox in a ‘Fintech Apocalypse’.

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Wealth Management


Open Banking and the changing face of digital UX for wealth managers


Richard Watts on August 08, 2018

Are wealth management brands and apps strong enough to rival banks and fintechs? Rich Watts looks at the potential of Open Banking and digital UX.

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Client Servicing


Asset managers need to show warmth as well as competence


Robin Powell on August 06, 2018

Robin Powell investigates why fund managers often do not focus enough on showing that they care, outlining a trust issue within the industry.

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Digital Marketing


AMMF #46: Zero-fee funds, megatrends of the future, MacCoins


Elliot Burr on August 03, 2018

This week’s round up brings you a fund-themed musical medley, future trends in investments, MacCoins, robots, and the entrance of zero-fee funds.

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Wealth Management


10 SA Wealth Management Twitter Influencers to Follow


Leandi Kolver on August 01, 2018

If you're interested in the South African wealth management space, make sure to follow these 10 Twitter Influencers to keep on top of industry news.

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Interviews


Asset managers need to embrace change and innovation to survive


Sam Shaw on July 30, 2018

In this interview, François-Kim Hugé, a partner at Deloitte, urges the funds industry to up the pace of digital progress to better meet the demands of the next generation of investors.

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