A blog for innovative fund marketing and investor servicing professionals

Asset Management in the Social Era [INFOGRAPHIC]

By Paul Fawcett on August 24, 2016
Asset Management in the social era

PwC’s June 2016 report, #SocialMediaStudies: Asset Management in the Social Era, reviewed the growth of social media globally and in terms of asset management brands. They uncovered research in which 62% of millennials said that if a brand engages with…

How the New DOL Fiduciary Rule Is Disrupting the U.S. Advisory Landscape

By Karen Riccio on August 23, 2016
DOL

When the U.S. Department of Labor recently changed the rules of the financial advisory game, you would have thought the sky was falling based on the knee-jerk reactions from many in the business. Personally, I jumped…

Friday Fund Marketing Round-Up #8

By Katie Smart on August 19, 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….

Wealth Manager Chronicles Changes in the Industry Past, Present and Future

By Courtney McQuade on August 18, 2016
San Francisco houses

I had an opportunity to sit down with Risley Sams, a San Francisco based Wealth Manager, who’s had a long career helping people attain their financial goals. His firm’s motto is “invest with purpose.” Whether its…

Asset Management After Brexit: Why No News is Not Good News

By David Prosser on August 16, 2016
Asset Management After Brexit

If you’re in the fund management business, it doesn’t get much tougher than the sort of task that has faced firms including M&G, Aviva, Standard Life and Aberdeen since the Brexit vote. Each of them has…

Friday Fund Marketing Round-Up #7

By Katie Smart on August 12, 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….

Brand Psychology in Financial Services Marketing

By Katie Smart on August 11, 2016
Brand Psychology ft image

How do your investors interpret your brand? If you work in asset or wealth management you probably have preconceptions about how your investors view your brand. In fact, if you had to choose some images that…

‘Insurtech’- How FinTech Start-Ups are Using Big Data to Revolutionise Insurance

By John Greenwood on August 9, 2016
Insurtech ft image

When it comes to combining fintech and big data, few areas have quite so much potential as the insurance sector. Yes, data on your customer’s habits, predilections and circumstances helps in all areas of marketing –…

Kurtosys Co-Founder works with Founders4Schools

By Katie Smart on August 8, 2016
Founders4Schools

LONDON, UNITED KINGDOM – Mon 18 Jul 2016 – Harry Thompson, Co-Founder at Kurtosys Systems spoke at the Sinai Jewish Primary School in London to Year 6 students. This event was organised through the Founders4Schools programme which started in…

Friday Fund Marketing Round-Up #6

By Katie Smart on August 5, 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-…

Why Asset Managers Must Speak With One Voice

By David Prosser on August 3, 2016
asset manager voices ft image

We all say different things to different people from time to time, generally with confidence that a nuance here and an emphasis there won’t come back to haunt us. For asset managers, however, the risk of…

SEO Tips for Investment Professionals

By Patrick McKenna on August 2, 2016
SEO or investment professionals

SEO, or search engine optimisation, is a mastery of techniques to help increase the amount of visitors to your website. SEO tips and tricks do this by helping you obtain a high-ranking placement in the natural search results of…

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