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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author

Podcasts


Connecting the Dots – Blair Abbott [Podcast]


Elliot Burr on March 07, 2019

Blair Abbott (Mirae Asset Global Investments) chats to us about personalisation strategies and South Korea's advanced digital footprint.

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author

Interviews


Big brands vs granular communications: Schroders’ Scott McKay


Sam Shaw on March 06, 2019

Kurtosys spoke to Schroders’ head of UK marketing Scott McKay about the roles of big brand work to the most granular communications and offers some smart advice for marketers without the deepest of pockets.

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author

Digital Marketing


Kurtosys Spotlight: Fund communication guide, Jarlath Forde, N26


Elliot Burr on March 01, 2019

This week’s edition of Kurtosys Spotlight features the ultimate guide to fund communication, webinars past and present, and a visual recap of last year’s fund landscape.

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author

Company Culture


The Mountaineer’s Outlook: An interview with Oliver Williams


Elliot Burr on February 27, 2019

We interview Kurtosys' Senior Data Engineer Oliver Williams, who explains how his working life has been influenced by his love for mountain climbing.

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author

Digital Marketing


Kurtosys Spotlight: Women in finance, Sarah Tatjana Baier, new banks


Elliot Burr on February 22, 2019

This week’s edition of Kurtosys Spotlight features female empowerment in financial services, Sarah Tatjana Baier, content-focused research, and new competitor banks.

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author

Digital Marketing


Why is personalisation so hard in financial services?


Hafsa Mughal on February 21, 2019

Approaching personalisation in a more human way is the main step to enhance the user journey for your website visitors and boost Return on Investment.

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author

Kurtosys Platform


Latest Kurtosys release introduces new Document Production Center features


Leandi Kolver on February 19, 2019

The latest Kurtosys release comprises significant enhancements to the DocPress Document Production Center.

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