Sales meets compliance: Introducing the seamless solution from Kurtosys
“Oh, compliance – some might call it the sales prevention department,” my boss remarked once
Streamlining success: Automating report generation and distribution for investment managers
In the fast-paced and data-driven world of investment management, staying ahead of the curve is
4 straightforward steps to effective client report customisation
Investment managers are struggling to keep up with the requests for customised client reports due
The role of user experience in investment management websites
In this digital age, user experience (UX) is vital for success in any industry. Revenue
Eight short steps for investment management marketers planning their Consumer Duty program
The UK’s Financial Conduct Authority (FCA) has proposed new rules known as Consumer Duty, aimed
Security scorecard: vendor risk management tools and why investment managers should take note
With the awareness of cyber threats, most companies spend a great deal of time on
Managing Global Investment Sites: Why investment management needs its own DXP
In this series we are sharing some insights into the best practices around building and
Personalization in Investment Management: What it is and what it is not
When speaking to Heads of Digital, we are often asked to provide insights into the
The New Normal in Investment Reporting
There must be something in the water. We’ve seen more managers looking to change their
Snowflake and Investment Management: The Changing Face of Data Governance
Over the last couple of years, we have seen a significant rise in our clients’
Investment Management: Selling your way out of a down-market
Time certainly flies. Four whole years have passed since we published an article citing important
Top 5 tips to train your dog (and change your security culture)
If the pandemic has taught us anything, it is that change to any organization’s security
