Events
Join us at these upcoming industry events and read about our past events.
The future of client reporting: embracing technology for efficiency and compliance
Client reporting plays a crucial role in the investment management industry, providing investors with valuable insights into their portfolios and
Exploring client experience and integrated platforms: Highlights from the Kurtosys team interview with TSAM
The Kurtosys team recently met with Ana Luiza Olanescu, Senior Conference Producer at TSAM (The Summit for Asset Management. The
Metrics matter – Transforming marketing and distribution through accurate data and analytics
I’m going to write this article without asking whether marketing teams can use AI for better data analytics, generation of
The role of user experience in investment management websites
In this digital age, user experience (UX) is vital for success in any industry. Revenue from your website may not
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 at improving the way firms
Achieving compliance and accuracy: best practices for investment content management
As an investment manager, your firm’s credibility is crucial to attracting potential clients. One way to establish your firm’s expertise