author

Podcasts


Connecting the Dots – Stephen Wall [Podcast]


Elliot Burr on March 25, 2019

We chat to Stephen Wall, co-founder of The Wealth Mosaic, a resource for wealth managers to better understand their market and find valuable solutions for the needs of their clients.

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author

Interviews


The true meaning of digital transformation and the potential of big data – Investec IMS


Leandi Kolver on March 25, 2019

Daryll Welsh, Head of Product at Investec Investment Management Services (IMS) comments on digital transformation in the South African investment space.

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author

Digital Marketing


Kurtosys Spotlight: Jet Lali, Investec podcast, Fintech League


Elliot Burr on March 22, 2019

This week’s edition of Kurtosys Spotlight features a podcast with Investec, women in finance events, Brexit’s ongoing effect on finserv and the Fintech League.

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author

Podcasts


Connecting the Dots – Manuela Froehlich [Podcast]


Elliot Burr on March 20, 2019

We speak to LRI Group's Global Head of Business Development Manuela Froehlich on founding Fondsfrauen, women in finance and technology for sales enablement.

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author

Podcasts


Connecting the Dots – Daryll Welsh [Podcast]


Leandi Kolver on March 19, 2019

Daryll Welsh, comments on digital transformation in the South African investment space and discusses personalisation and AI .

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author

Digital Marketing


Kurtosys Spotlight: AGF website, LGBT+ survey, Pauline Bush


Elliot Burr on March 15, 2019

This week’s edition of Kurtosys Spotlight features an excellent asset management website, Hermes’ Pauline Bush, our podcast meeting with Scott Stevens and challenges for a challenger bank.  

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author

Kurtosys Platform


Latest Kurtosys Release includes further Document Production Center enhancements


Leandi Kolver on March 14, 2019

The latest Kurtosys release includes further enhancements to the DocPress Document Production Center.

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author

Technology


Technology is Changing the Playing Field (and the Players)


Dan Sondhelm on March 13, 2019

With key points of influence becoming more concentrated, asset managers must focus their efforts and resources on targeted accounts, writes Dan Sondhelm.

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author

Fund Marketing


What the FCA’s PS19/4 means for fund marketers


Mash Patel on March 12, 2019

Kurtosys CEO Mash Patel lends his thoughts on what the consequences of the FCA's Policy Statement 19/4 are for the treatment of fund marketing documents.

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author

Podcasts


Connecting the Dots – Scott Stevens [Podcast]


Elliot Burr on March 11, 2019

Scott Stevens (Quilter Cheviot) talks to us about the future of wealth management, chatbots, the importance of events and white collar boxing.

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author

Document Distribution


5 signs it’s time to consider outsourcing your fund marketing document production


Garth Alistoun on March 09, 2019

Fund document production certainly lends itself to outsoucing. We outline 5 signs that it might be time to think about outsourcing your document production.

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author

Digital Marketing


Kurtosys Spotlight: United accelerators, Alexia Barra, ESG: friend or foe?


Elliot Burr on March 08, 2019

This week’s edition of Kurtosys Spotlight features a digital leader from our updated gallery, an accelerator partnership, and the changing face of alternative finance.

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