fund websites

Connecting the Dots – Simon Mott [Podcast]

By Elliot Burr on September 5, 2019
Podcast-header

In this edition of the Connecting the Dots podcast, we chat with HANetf’s Global Head of Marketing Simon Mott. Simon talks us through his employment background in the financial services and B2B space, ranging from boutique…

Kurtosys Spotlight: BNY Mellon IM rebrand, Zoe Robson, hybrid advisors

By Elliot Burr on June 14, 2019
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This week’s edition of Kurtosys Spotlight features BNY Mellon IM’s successful rebrand, Architas’ Zoe Robson, Pride Month in investment management, FundForum 2019, and Bank of America’s hybrid model push. Rebrand news: BNY Mellon Investment Management As…

Harnessing the Power of SEO to Generate Qualified Leads

By Dan Sondhelm on June 12, 2019
SEO-leads

Most financial advisors realize that having a website is essential, if for no other reason than to validate their existence in a digitally connected world. While many advisors are investing more money to upgrade the quality…

Taking a zero-budget based approach to legacy technology

By Hafsa Mughal on April 4, 2019
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There’s a new buzzword in town, and Accenture are all over it. It’s the signal for all of us to get up to speed before that embarrassing moment in that board meeting when someone asks: “what…

Kurtosys Spotlight: AGF website, LGBT+ survey, Pauline Bush

By Elliot Burr on March 15, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features a focus on an excellent asset management website, Hermes’ Pauline Bush, important initiatives, our podcast meeting with Scott Stevens and challenges for a…

Why is personalisation so hard in financial services?

By Hafsa Mughal on February 21, 2019
Personalisation-difficulty

Over the past three years, every digital transformation or trend report has reiterated the same key fact: the future is personalisation. We all dutifully nod our heads in agreement – what else could it be? Indeed,…

Kurtosys Spotlight: CTI fund explorer, Adam Grimsley, rising insurtech

By Elliot Burr on February 8, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features CTI’s new fund explorer, asset and wealth management pressures, insurtech advancements, the Cross-Border Distribution Conference, more fintech partnerships and the industry’s Super Bowl…

Kurtosys Spotlight: Colin Bennett, ESG trends, top influencers

By Elliot Burr on February 1, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features GAM Investments’ digital leader, Hermes IM’s website update, ESG trends, secrets for advisor growth, influencer lists, and the new reality of investment managements….

Why Knowing Who is Visiting Your Website is Important

By Dan Sondhelm on January 29, 2019
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When it comes to stock selection, investment managers understand the application of top-down and bottom-up analytics. One focuses on the big picture of how the overall economy and macroeconomic factors drive the markets and stock prices,…

Kurtosys Spotlight: CBRE Clarion Securities, Edouard Legrand, Davos

By Elliot Burr on January 25, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features CBRE Clarion Securities’ website, another featured digital leader in asset management, Franklin Templeton’s analysis of AI, collaboration in finance and roundups from Davos…

Kurtosys Spotlight: BNY Mellon Market Eye, Kelli Keough, Open Banking

By Elliot Burr on January 18, 2019
Kurtosys Spotlight 2

Welcome to our weekly digital spotlight! This edition of Kurtosys Spotlight features another wealth management digital leader, the perks of a certain trading platform, BNY Mellon’s content subsidiary site, optimism in wealth management and reflections after…

Kurtosys Spotlight: Graham Kellen, eagleglobal.com, robo-limitations

By Elliot Burr on January 11, 2019
Kurtosys Digital Spotlight

Welcome to our brand-new-for-2019 weekly digital spotlight! This year’s first edition of Kurtosys Spotlight features a digital leader in focus, a fresh website offering, a CIO’s perspective on the industry, music’s financial renaissance, reflections of robos…

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