A blog for innovative fund marketing and investor servicing professionals
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Digital Marketing


Friday Fund Marketing Roundup #39


Elliot Burr on April 07, 2017

This week’s round up brings you advisor marketing, the return of Pokémon Go, banking tech experts and a financial Waiting for Godot situation.

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Technology


Why 2017 could be the year for action on robo-advice


Tim Cooper on April 05, 2017

After years of regulatory change centred on the retail distribution review (RDR), many organisations are now ready to join the robo-advice revolution.

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Digital Marketing


Friday Fund Marketing Roundup #38


Elliot Burr on March 31, 2017

This week’s round up brings you B2B marketing tips, Richard Branson’s love for blockchain, financial influencers and a 6ft11in financial advisor.

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Digital Marketing


Fund managers, who are you talking to?


David Prosser on March 29, 2017

With regulators scrutinising their investment practices, advisers are choosing to outsource investment decision making, to the surprise of fund managers.

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FinTech


The Fintech World Series: Switzerland


Elliot Burr on March 28, 2017

Recognised as a financial centre and a forerunner in the development of cryptocurrencies, is Swiss fintech making a bid for European supremacy?

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Digital Marketing


Friday Fund Marketing Roundup #37


Elliot Burr on March 24, 2017

This week’s round up brings you Estonia and Canada’s continued tech advancements, "guerrilla marketing" and the investments of Ron Weasley.

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Interviews


Smart Beta 2.0: Carving a New Pathway in the Wild West of ETFs


Courtney McQuade on March 23, 2017

An interview with Greg Kapoustin, a former MSFT software engineer creating new products to help investors generate alpha and manage risk.

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FinTech


We need more data sharing now, says wealth and fund manager Priday


Tim Cooper on March 22, 2017

To revolutionise the use of technology in financial services, James Priday is targeting seamless integration across all the software his companies use.

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FundPress


See all of your fund data in one aggregated view


Lily Nathanson on March 21, 2017

FundPress’ ‘Fund Data Management’ tab makes viewing all of your fund and share class information in one place possible with high functionality.

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Data Visualization


Big Data Makes Big Differences for Financial Firms


Karen Riccio on March 20, 2017

In this day and age, it’s the ability of Big Data to prevent and spot fraud and identify risks that makes it a requirement, not a luxury.

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Digital Marketing


Fund Marketing Monthly: March ’17 [Video]


Elliot Burr on March 17, 2017

This month's round up brings you investment news from some household names, technology's desirable new home and speculation of Europe's fintech future.

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Digital Marketing


Wealth Management: A Digital Perspective from April Rudin


Courtney McQuade on March 16, 2017

I had an opportunity to speak with April Rudin to ask her about some of the challenges and opportunities marketers in the financial services industry face.

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