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 – Byron Lotter [Podcast]

By Leandi Kolver on May 14, 2019

In this latest episode of our Connecting the Dots podcast series, we chat to Byron Lotter, Director at Vestact Asset Management, based in Johannesburg. In this Podcast, Byron explains why personalisation is so important to South…

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….

Wooing RIA Gatekeepers: The “VIP Approach”

By Dan Sondhelm on April 25, 2019

A growing number of fund companies realize that Registered Investment Adviser (RIA) firms are the future of the intermediary business. This is a challenge for fund distribution teams, since traditional product-focused email marketing campaigns and wholesaler…

Why is personalisation so hard in financial services?

By Hafsa Mughal on February 21, 2019

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,…

Digital marketing essentials for a complete ECM ecosystem in financial services

By Richard Watts on February 11, 2019

At Kurtosys, we are seeing marketing and technology departments collaborate more than ever to ensure businesses get maximum efficiency across their digital footprint. One of the biggest plays towards this is executing an Enterprise Content Management…

The Top 7 Digital Marketing Trends to Hit Financial Services in 2019

By Leandi Kolver on December 17, 2018

As 2018 draws to a close it’s the perfect time to look ahead and plan for the challenges and opportunities 2019 will bring. With this in mind, we’ve lined up the top 6 digital marketing trends…

Personalisation a key priority for financial marketing in 2019 [Survey]

By Paul Fawcett on November 6, 2018

Kurtosys has just released the 2018 edition for its annual survey, now in its fifth year, looking into how marketing within asset management firms is changing and adapting to the effects of digitalisation.   This year…


white paper

The Road to Digital Maturity for Investment Managers


Download White Paper