A blog for innovative fund marketing and investor servicing professionals

Data Healthcheck highlights fund data issues before they go live

By Lily Nathanson on December 18, 2016
Data Healthcheck

For many of our customers, bad data is one of the biggest stressors they grapple with on a regular basis. While we cannot fix your downstream systems, with FundPress’s Healthcheck feature we can tell you when data…

Friday Fund Marketing Roundup #25

By Elliot Burr on December 16, 2016
friday-roundup-new

Welcome to our digital marketing round-up Here at Kurtosys we fall down the digital rabbit hole so you don’t have to. We’ve pulled out some of the best reports, eBooks and articles from the digital sphere,…

7 Digital Marketing Trends Coming to FinServ in 2017

By Luke Hinchliffe on December 15, 2016
Marketing Trends

As we come to the end of another year in the world of FinTech marketing, what better way to finish than looking ahead to what digital marketing trends will dominate financial services in 2017? Of course,…

Creating Compelling Content in Institutional Asset Management

By Elliot Burr on December 14, 2016
clear-path-survey

Within financial services, the need for quality content marketing is a must. We teamed up with Noel Hillmann, Managing Director of Clear Path Analysis, who hosted a webinar for us on the value of good content…

The Art of the FinServ Blog: Part I

By Elliot Burr on December 12, 2016
finserv-blogs

Prepare yourself: this is a blog post about blog posts. If you’ve ever read one of Kurtosys’ Friday Fund Marketing Roundups, you’ll know that we spend an awful lot of time surveying the FinServ landscape and…

Friday Fund Marketing Roundup #24

By Elliot Burr on December 9, 2016
friday-roundup-new

Welcome to our digital marketing round-up Here at Kurtosys we fall down the digital rabbit hole so you don’t have to. We’ve pulled out some of the best reports, eBooks and articles from the digital sphere,…

Kurtosys at the Crease: An Interview with Alessandro Bonora

By Elliot Burr on December 7, 2016
alessandro-bonora

Alessandro Bonora is Kurtosys’ Head of Design based in Cape Town, South Africa. He has simultaneously represented his home country as part of Italy’s national cricket team. Having just taken part in the 2016 ICC World…

Performance measurement and reporting: the next battleground

By David Prosser on December 6, 2016
battlegroundf

How will asset managers adapt to the changing demographics of their client base, which will increasingly be dominated by digital savvy millennials in the years ahead? The challenge will be twofold; not only do these investors…

1x1s: The Importance of Employee Feedback

By Scott Gellman on December 5, 2016
1to1

Early in life, I was determined to lead an organization. Reflecting back, I didn’t understand the role of leadership, and truth be told, I am still evolving as a leader myself.  I have found that there…

Friday Fund Marketing Roundup #23

By Elliot Burr on December 2, 2016
friday-roundup-new

Welcome to our digital marketing round-up Here at Kurtosys we fall down the digital rabbit hole so you don’t have to. We’ve pulled out some of the best reports, eBooks and articles from the digital sphere,…

Robo-Advisors: It’s all about people

By Courtney McQuade on November 30, 2016
roboadvisor3

Investors today want to find a safe place to learn about investing where they feel comfortable enough to ask questions. Can FinTech and Robo-Advisors be the answer? I had the opportunity to speak with Krysten Merriman, head of marketing for…

Sellers of Annuities Beware

By Karen Riccio on November 29, 2016
annuities

There’s always been a lot of trash talking surrounding annuities and the advisors who sell them, but it’s grown even dirtier and louder with the changes to fiduciary law set forth by the U.S. Department of…

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