A blog for innovative fund marketing and investor servicing professionals

12 Facts About B2B Digital Marketing [INFOGRAPHIC]

By Alexandra DiSalvo on July 11, 2016
Digital Marketing The Facts FT Image

Here at Kurtosys we are avid promoters of social media and content creation in financial services. These digital methods are invaluable for marketers, not only do they help companies keep up with rising numbers of millennial clients and colleagues,…

Friday Fund Marketing Round-Up #2

By Katie Smart on July 8, 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. Ready…

Women in ETFs: More than Meets the Eye?

By Courtney McQuade on July 7, 2016
Women in ETFs logo

Recently there’s been a lot of talk surrounding the increasing numbers of women having a hand in designing cars. When you think about it, it makes sense. Women buy the majority of automobiles and they influence 80%…

Snapchat: The Millennial Friendly Robo-Advisor?

By Katie Smart on July 5, 2016
Snapchat ft-image

There are a few rumours buzzing around that Snapchat (a social media app specifically for smartphones) could be offering the next robo-advisor service for your smartphone. Speculations on how a snapchat robo-advisor would work have been circling…

RegTech: A FinTech Fad or Favourite?

By Paul Fawcett on July 4, 2016
RegTech ft Image

This year regulation technology or #RegTech has been the word (or should I say hashtag) on everybody’s lips (Twitter feed). Ever since Deloitte published RegTech is the New FinTech, a paper explaining this emerging sector of…

Friday Fund Marketing Round-Up #1

By Katie Smart on July 1, 2016
Fund Marketing Friday Ft Image

Our weekly round-up of resources for Fund Marketers Here at Kurtosys we love the increasing amount of industry specific content available for Fund Marketers. But, it is hard to know what’s useful when you fall down the…

FinTech and Financial Services: Collaboration Over Competition

By David Prosser on June 30, 2016
Collaboration vs Competition

Large financial services businesses confronted by potentially disruptive new entrants to their markets have two possible choices about how they respond. The traditional reaction to competition is to take it on – to raise your game…

Kurtosys Insights: Boutique Asset Manager Eyes Marketing Innovations

By Courtney McQuade on June 29, 2016
Oakland Bridge Marketing Innovation Setting

With over 16 years in the financial industry, and over six as the Global Marketing Director at Broadmark Asset Management LLC, Rawson Gulick has witnessed the evolution of the asset management industry and distribution. She took…

A Bear Market: Uncharted Territory for Robo-Advisors and Millennials

By Karen Riccio on June 28, 2016
Robo-Advisors bear market

Over the past couple of years, we’ve witnessed the blending of a new generation of investors and new breed of advisors. On one hand, we have more than 75 million millennials, a group of 17- to…

How 5 Asset Managers Broke the Brexit Result

By David Wilson on June 27, 2016
brexit ft image

In the wake of the UK’s EU referendum and its “Brexit” outcome, the start of trading on Friday the 24th of June marked a challenging morning for asset managers across the UK and Europe. With the value…

10 UX Patterns Fund Websites Should Start Using In 2016

By Schalk Burger on June 23, 2016
10 UX Patterns Fund Websites Should Start Using In 2016

“When creating content, be empathetic above all else. Try to live the lives of your audience.” This fantastic quote from Moz founder, Rand Fishkin, exemplifies the core of what UX is about – user experience. You…

Asset Management: The New Fintech Frontier

By David Prosser on June 21, 2016
asset management and technology

The first fintechs made their name in sectors such as lending – witness the crowdfunding revolution – and payments, where disruptive new entrants are now market leaders in many cases. But while it is not surprising…

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