The Real Growth podcast
A series of podcasts to keep you on the cutting edge of digital marketing in financial services.
The end of the manual pitchbook
When pitchbooks are cobbled together manually, governance breaks. The solution is surprisingly simple: connect your data directly to your presentation. It’s time to stop the
Redefining fund factsheets: why it’s time to raise the bar
Fund factsheets are one of the most visible and widely used documents in asset management. For many investors, the factsheet is their first, and sometimes
Is your investor portal just a PDF warehouse?
Every asset manager faces the same dilemma. Investors want reporting that is more personalised, more timely and more interactive, yet internal teams are struggling to
Our most-read insights: Leading with clarity into 2026
The past year has reinforced what many investment firms already know: change is accelerating. Markets remain dynamic, technology continues to evolve rapidly, and client expectations are rising
One formula error away from losing the mandate: Why bespoke reporting can be a double-edged sword for client trust
For asset managers, offering bespoke Excel reporting is a powerful way to win business. Institutional clients value the flexibility; it signals a true strategic partnership
Solving the manual reporting nightmare
In our recent blog, “The future of investment reporting: building on the data, automation and AI journey”, we explored the latest findings in our research
2026 Outlook: Leading with clarity in a world that’s moving faster
Insights from Lee Godfrey, CEO of Kurtosys The past year has been a wake-up call for business leaders everywhere. Technology is advancing at breakneck speed, markets
The future of investment reporting: building on the data, automation and AI journey
Earlier this year, we shared the first part of our survey results, which revealed how customisation, automation, and data insights are driving the evolution of
How to find your stories (and the confidence to tell them)
Last week, Anneliese and Alex kicked off our series by explaining why our brains are biologically wired for stories. It’s a concept that resonates strongly