A blog for innovative fund marketing and investor servicing professionals

Friday Fund Marketing Round-up #12

By Courtney McQuade on September 16, 2016
Fund Marketing Friday Ft Image

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….

The Stakes are High for Wealth Managers in a Digital Future

By Hannah Smith on September 15, 2016
The stakes are high for wealth managers in a digital future

Wealth managers risk losing more than half their net income if they fail to deliver the digital experience clients now expect, a new report suggests. Capgemini’s World Wealth Report 2016 says firms offering poor digital experiences…

Our South Africa Expansion: 6 to 60 and Beyond

By Scott Gellman on September 14, 2016
kurtosys cape town expansion

Over the past 18 months, we have grown our South African operation tenfold, and we have a clear plan to expand it even further.  After just returning from our Cape Town office, I realize how ambitious…

Technology May Be Fiduciary-Bound Advisors’ Saving Grace

By Karen Riccio on September 13, 2016
Technology May Be Fiduciary-Bound Advisors’ Saving Grace

Welcome to part two of the two-part series that addresses the new fiduciary rule recently handed down by the U.S. Department of Labor, looking at the effect it is having on the financial industry, and how companies…

Friday Fund Marketing Round-Up #11

By Katie Smart on September 9, 2016
Fund Marketing Friday Ft Image

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….

Recent Events in Fund History [INFOGRAPHIC]

By Farnham Rankin on September 8, 2016
Recent events in fund history

The history of funds is a rich one with many important events shaping the industry we know today. From the Dutch merchant and broker, Adriaan van Ketwich, forming a trust back in 1774 to the US…

16 Tools to Optimise Sales and Marketing Productivity

By David Wilson on September 6, 2016
productivity tools

With endless folders, emails and projects to keep track of it can become hard to organise and prioritise your conversations and files, let alone your calendar. These are some of the tools we use internally here…

Friday Fund Marketing Round-Up #10

By Katie Smart on September 2, 2016
Fund Marketing Friday Ft Image

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 Ways for Asset Management Marketers to Begin the Social Sell

By Katie Smart on September 1, 2016
7 ways for social

Company social media accounts are vital for promoting brand awareness and customer brand loyalty. Many financial services companies already have social accounts on Linkedin, Twitter, Google+, Youtube and Facebook. Some companies are branching out into more…

What Does GDPR Mean for UK Advisers Post-Brexit?

By David Prosser on August 30, 2016
GDPR

Asset managers tempted to relax when it comes to the new European Union General Data Protection Regulation (GDPR) now the UK has voted to leave the EU should think again. The GDPR comes into full effect…

Friday Fund Marketing Round-Up #9

By Katie Smart on August 26, 2016
Fund Marketing Friday Ft Image

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 shortlisted in Investment Week’s 2016 Fund Services Awards

By Luke Hinchliffe on August 25, 2016
Investment Week Fund Services Awards

Kurtosys is thrilled to be one of the finalists in this year’s Investment Week Fund Services Awards, shortlisted in the category for Best Technology Provider. The Fund Services Awards are designed to celebrate companies that offer…

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