A blog for innovative fund marketing and investor servicing professionals
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FinTech


The Fintech World Series: Luxembourg


Elliot Burr on January 31, 2017

Discover how Luxembourg is making a huge mark on the European and global fintech scenes, pulling financial technology companies from all over the world.

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Wealth Management


Asset Management Firms Still Guilty of Complex Online Content


Karen Riccio on January 30, 2017

Riddled with jargon and unnecessarily long words, “educational” material often left investors confused and even suspicious, instead of empowered.

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FundPress


Kurtosys releases major feature update to FundPress


Patrick McKenna on January 28, 2017

We’re delighted to announce the latest release of FundPress, which further enables fund marketers to orchestrate their data across their digital footprint.

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Digital Marketing


Friday Fund Marketing Roundup #30


Elliot Burr on January 27, 2017

This week’s round up brings you a dinosaur guest blogger, FinServ VR, a new fintech centre (?), and some hotly-anticipated Superbowl Ads.

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Interviews


Advisors: Are you ready to take your business to the next level?


Courtney McQuade on January 26, 2017

Rick Capozzi, from the Capozzi Advisory Group, discusses the problems that financial advisors face and gives his strategies on overcoming them.

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Technology


As Banking Becomes Digital: Would Bank Branches Remain Relevant?


Tayo Abinusawa on January 24, 2017

Banks have made big investments to transform their organisations, but complex digital transformations can result in organisations changing greatly.

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Digital Marketing


Friday Fund Marketing Roundup #29


Elliot Burr on January 20, 2017

This week’s round up brings you a comic strip, Manchester, some startling insights into going cashless, and attempts to answer an age-old business question.

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FinTech


The Fintech World Series: The Baltic States


Elliot Burr on January 17, 2017

Discover how the Baltic States are becoming rising stars on the European fintech scene, with strategic links to Europe, Russia and the Nordics.

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Digital Marketing


Friday Fund Marketing Roundup #28


Elliot Burr on January 13, 2017

This week’s round up brings you bitcoin slang, 2017’s best tech trends, unicorns and how a football team could improve your digital transformation strategy.

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Wealth Management


Opportunity from adversity: why fund managers should welcome the FCA’s criticisms


David Prosser on January 10, 2017

Fund managers will be required to comply with whatever rule changes the FCA imposes, addressing the FCA’s criticisms in the most positive way possible.

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Digital Marketing


Friday Fund Marketing Roundup #27


Elliot Burr on January 06, 2017

This new year's round up brings you the worst of 2016, advanced usage of AI and VR in 2017, Jamiroquai, fintech breakthroughs and ‘robot karaoke’.

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FinTech


The Fintech World Series: Australia


Elliot Burr on January 05, 2017

Discover the buzzing Australian fintech hub of Sydney, and the country's ambitious steps to become a forerunner in the Asia-Pacific financial market.

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