digital transformation

Does the world of finance need a better DXM platform?

By Patrick McKenna on May 16, 2019

At Kurtosys, we think so. For the past four years, we have completely reimagined how financial services firms need to respond to the unstoppable force of digital transformation. Simply put, digital transformation means using technology to…

The true meaning of digital transformation and the potential of big data – Investec IMS

By Leandi Kolver on March 25, 2019

Daryll Welsh, Head of Product at Investec Investment Management Services (IMS) comments on digital transformation in the South African investment space, discusses personalisation and AI and outlines future technology developments on the cards at Investec. Please…

Connecting the Dots – Daryll Welsh [Podcast]

By Leandi Kolver on March 19, 2019

In this episode of the Kurtosys Podcast we speak to Daryll Welsh, Head of Product at Investec Investment Management Services (IMS). Daryll has been involved in the investment industry for close to 25 years now and…

Big brands vs granular communications: Schroders’ Scott McKay

By Sam Shaw on March 6, 2019

Kurtosys spoke to Schroders’ head of UK marketing Scott McKay about how integrity, focus and mutual respect are factors in achieving success, the complementary roles of big brand work through to the most granular communications and…

Regulation, Fee Pressure, Political Noise: CIO Perspectives from Psigma

By Sam Shaw on January 7, 2019

As the investment community increasingly turns its hand to producing content, is it always being read by the right eyes, or is it purely for firms’ sales and marketing functions? Kurtosys recently met with Psigma Investment…

AMMF #66: 2018 in review, young investor gifts, New Year trends

By Elliot Burr on December 20, 2018

Welcome to our asset management marketing focus This week’s edition brings you views the year in review, global digital banking, new pension problems, 2019’s trends and Christmas gifts for young investors. Movers & Shakers Nick White…

Generali Investments launches new fund tools features using Kurtosys

By Luke Hinchliffe on November 28, 2018
Generali Investments phase 2

Generali Investments have recently gone live with a new version of their website platform powered by Kurtosys. Back in September 2017, Generali Investments launched a major new website using the Kurtosys platform, as part of a…

Kurtosys to Exhibit at Digital Marketing for Financial Services Summit in New York

By Elliot Burr on November 8, 2018

Kurtosys is pleased to announce that we will be sponsors at the upcoming Digital Marketing for Financial Services Summit. The full address for the New York-based event is as follows: New York Marriott at the Brooklyn…

Digital tide turns towards institutional sales and marketing

By Mash Patel on March 5, 2018

The last 3 years have seen a big shift in attitude towards “digital transformation” across the investment industry. The range of this change has been broad, and firms of all sizes across mutual funds/ETFs, private client…

Linda Duncombe: Citi’s “fintegration” in the ever-changing fintech landscape

By Courtney McQuade on December 20, 2017

An interview with Linda Duncombe, Managing Director and Head of Growth, Chief Marketing Officer at Citi FinTech What’s your transition been like from Australia to New York City? In many ways, my transition from Australia to…

How South Korea’s mutual fund pioneer embraces digital disruption

By Courtney McQuade on September 25, 2017

An Interview with Matthew Morgan, Global Strategic Marketing & Business Development Manager at Mirae Asset Global Investments The asset management industry has been notoriously slow in the adoption of technology. Competition and now better regulation are fueling…

Choreographing the perfect marketing strategy for asset management

By Courtney McQuade on September 6, 2017

An interview with Dr. Catherine Burgy, Head of Marketing & Corporate Communications at LRI Group Marketing is sometimes a complicated dance of information and sales. It requires a deep understanding of the business, the client and…


white paper

The Fintech Effect on Asset Managers


Download White Paper