client engagement

Kurtosys to sponsor Digital Client Engagement Summit 2019

By Elliot Burr on June 25, 2019
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Kurtosys is pleased to announce that we are a sponsor for the upcoming Digital Client Engagement (DCE) Summit 2019. As the name suggests, this event places heavy emphasis on how digital means can help investment managers…

Connecting the Dots – Dr Daniel Crosby [Podcast]

By Elliot Burr on May 16, 2019
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In the latest edition of our Connecting the Dots podcast, we chat with Dr Daniel Crosby, Chief Behavioural Officer at Brinker Capital. Bringing his expertise as a clinical psychologist to the firm, Daniel talks about his…

Could ‘Gamification’ Make Millennials Care About Pensions?

By Hannah Smith on July 18, 2016
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With Britain’s exit from the EU being largely decided by ‘the grey vote’, things look worse than ever for downtrodden Millennials. Financial commentators are warning that Brexit means we will all be drawing our pensions later,…

8 Impressive Stats About Digital Client Engagement

By Taranita Costales on June 16, 2015
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In today’s day and age, most consumers interact with their service providers — across many different industries such as retail, telecommunications and even healthcare — through digital touch points. You can access your phone company’s online…

2 Truths and 1 Lie: Millennials and Financial Services

By Cami Crawford on March 5, 2015
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The Millennial generation — those with birth years ranging from the early 1980s to the early 2000s — have raised some controversy for a number of reasons. There are certain assumptions, some of them misperceptions, about…

Social sharing buttons can grow AUM

By Hazel McHugh on July 17, 2013
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My last blog post on social solutions to engage investors began with Jeff Barefoot, an experienced investment advisor who’s worried that Facebook is killing his business. You can read my summary of Jeff’s problem, but in…

Too much too soon? Are investors in danger of being overwhelmed by fund choice?

By Hazel McHugh on March 27, 2013

Welcome to part 2 of our series on how fund managers can help investors make better investment decisions.  In part 1, we learnt why more doesn’t mean better when it comes to making decisions… So why…

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