A blog for innovative fund marketing and investor servicing professionals
author

Digital Marketing


Asset Management Marketing Focus #3


Elliot Burr on August 11, 2017

This week’s round up brings you movers within the asset management industry, 2017’s investment trends, updates on the DOL fiduciary rule and ‘Neymar funds’.

Read now
author

Interviews


Asset management marketing: keeping pace in an ever changing world


Courtney McQuade on August 10, 2017

An interview with Samantha Hurditch, Managing Director at Wellsmarketing Consultancy Ltd, discussing how to stay current in today’s dynamic environment.

Read now
author

Client Servicing


How Will MiFID II Affect US Asset Managers?


Alexandra Filippova on August 09, 2017

While asset managers in the US may consider themselves exempt from MiFID II, this is indeed not the case; they should look to becoming fully compliant.

Read now
author

Company Culture


Kurtosys’ Iron Man: An Interview with Kyle Lotz


Elliot Burr on August 07, 2017

An interview with Kyle Lotz, Project Manager here at Kurtosys, who has taken part in rigorous Ironman triathlon challenges in South Africa.

Read now
author

Digital Marketing


Asset Management Marketing Focus #2


Elliot Burr on August 04, 2017

This week’s round up brings you the best digital uses by asset managers, entertaining Money 20/20 observations and UBS' impressive social media campaigns.

Read now
author

Client Servicing


Asset managers, is it time to monetise compliance and tax?


David Prosser on August 02, 2017

The data that asset managers must now collect from customers can be the key to delivering more targeted products and services to individual clients.

Read now
author

Technology


The Rise and Rise of Cybersecurity


Harry Thompson on July 31, 2017

The rise of cybersecurity means it's stopped being a subset of the IT Manager's role and has become a necessary discipline of any modern-day business.

Read now
author

Digital Marketing


Asset Management Marketing Focus #1


Elliot Burr on July 28, 2017

This week’s round up brings you the latest industry movers, OMGI's successful Twitter techniques and further warnings from the incoming MiFID II regulation.

Read now
author

Digital Marketing


The rise and rise of influencer marketing


David Prosser on July 27, 2017

Until fund marketers take some time to understand who influencers are and what they’re saying, they can’t be sure they’re not missing a trick.

Read now
author

FinTech


The Fintech World Series: China


Elliot Burr on July 26, 2017

China is tech unicorn heaven, and its massive mobile payments sector alone is simply the tip of the iceberg that is its domineering fintech ecosystem.

Read now
author

News


Kurtosys CISO speaks at Banking and Insider Threat Briefing


Elliot Burr on July 25, 2017

Kurtosys Co-Founder and Chief Information Security Officer Harry Thompson will be giving a talk at the Banking and Insider Threat Briefing next week.

Read now
author

Regulation


Asset managers are late to the big data party: MiFID II is a chance to catch up


Tim Cooper on July 24, 2017

Asset managers have an opportunity to effect a technological transformation; those who embrace data analytics today will be the leaders of tomorrow.

Read now