A blog for innovative fund marketing and investor servicing professionals
author

Regulation


A Digital Outlook for 2017 and Beyond


Mash Patel on January 04, 2017

The core asset management industry has lost sight of what “digital” means. By reminding itself of what it actually is, the industry can reimagine itself.

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FinTech


Insurtech: Five ways insurers are getting ahead in a digital world


Hannah Smith on January 03, 2017

The world’s biggest insurance players are making significant investments in new technology, and partnering with startups as they embrace ‘insurtech’.

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author

Wealth Management


The People’s Trust: a new model for investor engagement?


David Prosser on December 30, 2016

Daniel Godfrey's 'The People's Trust' has tapped into a rich vein of investor dissatisfaction with what the funds industry currently has to offer.

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author

Regulation


How Will Trump’s Focus on Deregulation Affect Asset Management?


Karen Riccio on December 28, 2016

It’s in everyone’s best interest to be prepared for what promises to be a year of drastic change for advisers, brokers, banks, consumers and investors.

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author

Digital Marketing


Friday Fund Marketing Roundup #26


Elliot Burr on December 23, 2016

This week’s round-up brings you the perks of mobile marketing, reflections on 2016, festive cheer, and the resurgence of Pokémon and Super Mario.

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author

Technology


5 Lessons from failed Digital Projects


Tayo Abinusawa on December 21, 2016

Despite the rate of digital transformation failures, there remains a lack of consensus as to why these digital projects fail.

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author

FinTech


The Art of the FinServ Blog: Part II


Elliot Burr on December 20, 2016

Kurtosys offers more key factors in creating the perfect FinServ blog, with some of the best examples we could find to support our claims.

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author

FundPress


Data Healthcheck highlights fund data issues before they go live


Lily Nathanson on December 18, 2016

The FundPress Healthcheck feature can highlight data issues through custom data rules, allowing you to fix things back downstream before they go live.

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author

Digital Marketing


Friday Fund Marketing Roundup #25


Elliot Burr on December 16, 2016

This week’s round-up brings you the future of branding and marketing, some Christmassy bond data, cybersecurity concerns and Gwen Stefani.

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author

Digital Marketing


7 Digital Marketing Trends Coming to FinServ in 2017


Luke Hinchliffe on December 15, 2016

What better way to finish the year than looking ahead to what digital marketing trends will dominate financial services in 2017?

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author

Fund Marketing


Creating Compelling Content in Institutional Asset Management


Elliot Burr on December 14, 2016

We teamed up with Noel Hillmann, Managing Director of Clear Path Analysis, who hosted a webinar for us on the value of good content marketing.

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author

FinTech


The Art of the FinServ Blog: Part I


Elliot Burr on December 12, 2016

Kurtosys offers some key factors in creating the perfect FinServ blog, with some of the best examples we could find to support our claims.

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