What makes a great fund factsheet? A guide for investment managers
Your factsheet might be the only document an investor reads, but is it doing the
5 Things to consider before kicking off a website project
Introduction Do your customers and financial advisors tell you that they have difficulty navigating or
Mapping the ‘Moments That Matter’ for Investors
Key points from our webinar Research from global management consultancy McKinsey & Co concluded: “Brands
“CX” means Customer Experience. So what?
CX is important in asset management. Whether firms have a formal “CX” programme (most of the
The value to customers of Information Security Reporting
Continuing improvements in security reporting add value regularly for Kurtosys customers At Kurtosys, information security
How to make personalization and gated content work for you
At Kurtosys, we put customer experience at the heart of our activity, through our tool
