author

Digital Marketing


AMMF #66: 2018 in review, young investor gifts, New Year trends


Elliot Burr on December 20, 2018

This week’s edition brings you views the year in review, global digital banking, new pension problems, 2019’s trends and Christmas gifts for young investors.

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author

Digital Marketing


The Top 7 Digital Marketing Trends to Hit Financial Services in 2019


Leandi Kolver on December 17, 2018

We’ve lined up the top 7 digital marketing trends expected to shape financial services marketing in the year to come.

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author

Digital Marketing


AMMF #65: A year of ETFs, fintech niches, Bitcoin memes


Elliot Burr on December 14, 2018

This week’s edition brings you views from the future, a year of ETFs, Christmas social media campaigns, and Bitcoin memes.

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author

Wealth Management


The Savvy Investor Awards 2018


Andrew Perrins on December 12, 2018

Savvy Investor curates the best pensions and investment white papers from around the world. Andrew Perrins takes us through this year's top picks.

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author

Kurtosys Platform


Latest Kurtosys release introduces new Segmentation List features


Leandi Kolver on December 11, 2018

The Kurtosys release comprises enhancements to the Segmentation Lists module that will help you improve the accuracy of your data while saving time.

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author

Document Distribution


Your Compliance Team’s 2019 Resolution


Carolyn Marsh on December 10, 2018

Compliance teams need to take action very soon if they wish to be among the first investment firms to put the new 'notice-and-access' practice into effect.

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author

Digital Marketing


AMMF #64: Marketing masterclass, GDPR returns, investing in alpacas


Elliot Burr on December 07, 2018

This week’s edition brings you a marketing masterclass, GDPR reflections, a blockchain revelation for the FSI, and alpaca investments.

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author

Interviews


Thoughts from Miton on Content, Technology & Fund Factsheets


Sam Shaw on December 06, 2018

Sam Shaw talks to Miton's head of marketing Mark Harper and digital strategist Rob Tyler on the firm's expansive evolution in content and technology.

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author

Digital Marketing


Financial marketers, don’t fear your AI friends


Elliot Burr on December 03, 2018

AI technology can now streamline operational processes, automation and social media management for financial marketers, making it friend rather than foe.

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author

Digital Marketing


AMMF #63: Quant fund newbie, ESG problem, life on Bitcoin


Elliot Burr on November 30, 2018

This week’s edition brings you a new quant funds player, fintech’s forward thinking, the ‘S’ in ESG, and living life on only Bitcoin.

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author

News


Generali Investments launches new fund tools features using Kurtosys


Luke Hinchliffe on November 28, 2018

Generali Investments have launched 'Stage 2' of their website using the Kurtosys platform, introducing enhanced fund tools features.

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author

Digital Marketing


Why asset managers need to start thinking about voice search


Luke Hinchliffe on November 26, 2018

What can asset managers do now to prepare for a future of voice-based searches? We look at what some have done already and what others should be doing.

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