social media

3 Robo-advisors, £10,000: A Generation Z’s perspective

By Pippy Harrison on August 7, 2019
UK Robo-Advisor Investing

As a 17 year old that has limited knowledge of investments, I wouldn’t know what companies to buy stocks or shares with. Luckily, this is where robo-advisors come in. These companies take your money, and invest…

10 SA Wealth Management Twitter Influencers to Follow

By Leandi Kolver on August 1, 2018

Whether you’re looking for wealth management and investment advice or just want to keep on top of industry news, Twitter is a good bet. That is, if you know who to follow. If you’re interested in…

Friday Fund Marketing Roundup #28

By Elliot Burr on January 13, 2017

Welcome to our digital marketing round-up Here at Kurtosys we fall down the digital rabbit hole so you don’t have to. We’ve pulled out some of the best reports, eBooks and articles from the digital sphere,…

#FinServ: Embracing the Fast Paced Social Revolution

By Courtney McQuade on June 20, 2016
social media and #finserv

Over the past decade, social media has taken the world by storm. Frightened by the specter of regulatory oversight, it’s taken financial services longer to adopt. That said, there has been a fundamental shift in our…

Why Digital Customer Service Matters in FinServ

By David Prosser on July 30, 2015

“I want fans, not customers,” is the mantra of Vernon Hill, the founder of Metro Bank, Britain’s highest-profile retail banking launch of the past two decades (in fact, the country’s only full-service retail banking launch during…

Social Media for Asset Managers Series: Google+

By Cami Crawford on April 30, 2015
social media for asset managers

Not all social media sites are the same. Asset managers can’t just use the same sales tactics or post the same content across all platforms. It just doesn’t work that way. Some content is better received…

Social Media for Asset Managers Series: LinkedIn

By Cami Crawford on April 23, 2015

Unlike any other social media site, LinkedIn is a platform intended for professional usage and attracts a different audience than you might typically find on Twitter or YouTube. Asset managers need to capitalize on the unique…

Social Media for Asset Managers Series: Facebook

By Cami Crawford on April 8, 2015

Facebook has swept the globe, becoming the social media site with the largest number of users on the Internet. In fact, the social media platform hosts around 1.4 billion active users every month! With such a large…

Social Media for Asset Managers Series: Twitter

By Cami Crawford on April 1, 2015

Financial services companies can no longer have a digital marketing strategy without utilizing social media. Investors use social media platforms to research, compare products and share experiences, but most importantly, to ask for advice. By connecting…

2 Truths and 1 Lie: Millennials and Financial Services

By Cami Crawford on March 5, 2015

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…

3 Ways to Differentiate Your Asset Management Brand in 2015

By Taranita Costales on November 14, 2014

When I was younger, I remember being told by my parents to “be your own person” and “never be a follower.” They encouraged me to stand out from the crowd. Not only are these valuable life…

3 Steps of Social Evolution at Every Fund Firm

By Taranita Costales on October 23, 2014

Recently, I attended one of Hootsuite’s informative webinars on social media and financial services, “Investing in Social: Wealth Management in the Social Era.” Hootsuite, alongside the VP of Social Media at Legg Mason, Courtney Fischback, addressed…


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