customer experience

21 interesting facts about the wealth management industry [INFOGRAPHIC]

By Leandi Kolver on August 12, 2019

There are expected to be 7.7 million more high-net-worth-individuals (HNWIs) in the world by 2023, according to a report by wealth data business, Wealth-X. This equates to $20.9trn of newly created wealth in the next five…

Kurtosys Spotlight: Simon Mott, robo-advisor comparisons, Sibos 2019

By Elliot Burr on August 9, 2019

This week’s edition of Kurtosys Spotlight features HANetf’s Simon Mott, customer-centricity, a teenager’s perspective of robo-advice, diversity measures, Sibos 2019, and the return of (financial) Fantasy Premier League. Digital Leader Spotlight: Simon Mott, Director of Marketing…

Connecting the Dots – Liz Waldron [Podcast]

By Elliot Burr on July 25, 2019

In the latest episode of our Connecting the Dots podcast, we chat with Liz Waldron, Head of Digital and Marketing Services, Europe at Vanguard. Liz touches on her early career during the ‘tech boom and bust’,…

Connecting the Dots – Dr Simon Moore [Podcast]

By Elliot Burr on May 7, 2019

In this latest episode of our Connecting the Dots podcast series, we chat to Dr Simon Moore, CEO at InnovationBubble, an insights and behavioural consultancy firm for the finance industry built by a team of psychologists….

Kurtosys Spotlight: Anne-Marie McConnon, CX tips, Stackie awards

By Elliot Burr on April 5, 2019

Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features customer experience pointers, banking futures, the state of UK sales, BNY Mellon’s Anne-Marie McConnon, a podcast with the Wealth Mosaic, and 2019’s Stackie…

Nothing more than feelings: Marketing in the emotional economy

By Hannah Smith on April 25, 2016
emotional intelligence

‘Feelings, nothing more than feelings…..’ so the old song goes. Anyone in the business of selling knows that they will only be successful if they can align their brands with their customers’ wants, needs and, most…

The Mobile Experience: What Asset Managers Can Learn from Retailers

By Hannah Smith on January 12, 2016

Major global retailers allocate significant time and money to persuade you to spend yours, and increasingly they are focused on how to get you to do this via your smartphone. The industry jargon for this is…

Winning Over the Millennials: Four Big Myths Debunked

By Hannah Smith on September 3, 2015

Move over Baby Boomers, it’s time for a new wave of investors to shape the future of the asset management industry: the Millennials. Who are they? The term refers to people born between the early 1980s…

4 Tactics to Help Personalize Your Fund Marketing

By Taranita Costales on September 2, 2015

In 2014, Coca-Cola globally launched the “Share a Coke” campaign after seeing Australian sales rise as a direct result of its efforts in 2011. If you’ve seen or drank a Coke in the last year you’ve…

Plaudits for Early Adopters of Apple Pay

By David Prosser on August 27, 2015

Those banks that have been slower to sign up to Apple Pay may live to regret it You fall foul of Apple at your peril. No one is saying publicly why HSBC, supposedly a launch partner…

[Video] Asset Management Must Change to Meet Customer Needs

By Courtney McQuade on August 13, 2015

Lately, I’ve been referring to video over text to consume my usual dosage of news and insights. During my daily hunt to find current content on the industry, I came across a gold mine of good…

David and Goliath: What Technological Change Really Means for Traditional Financial Services

By Hannah Smith on August 6, 2015

How much of a threat to traditional financial services is the new digital economy? The pace of change and innovation in tech, combined with the way we use it has been so rapid that it has…


white paper

The Road to Digital Maturity for Investment Managers


Download White Paper