The Real Growth podcast
A series of podcasts to keep you on the cutting edge of digital marketing in financial services.
Mid-year check-in: personalisation, AI and what we’re hearing from investment managers in 2025
2025 has been a year of bold moves, fresh thinking, and smarter client experiences. From TSAM London to InvestOps in Orlando, and most recently at
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 job? In investment management, delivering accurate and timely fund factsheets
Breaking the mould: our first ever client breakfast
When we reimagined what Client Day would be this year, we did it with two of our core Kurtosys values front and centre: bravery and transparency.
Investor Portals 101 – an overview
In our latest Client Reporting Playbook survey, 43% of investment managers say their clients prefer portal-delivered reports – underscoring that investors now expect more than
Reimagining client experience: How AI and personalisation are shaping the future
After the success of our in-person event at The Ivy Soho in London this March, the Sitebox and Kurtosys teams came together once again—this time
Future-proofing investor experiences: A guide to accessibility in fund centres and complex web platforms
Accessibility in digital experiences is no longer a “nice-to-have”- it’s becoming a necessity. With regulations like the European Accessibility Act (EAA) coming into effect on
The EU Accessibility Act: A strategic imperative for investment managers
The European Accessibility Act (EAA), coming into effect on 28 June 2025, marks a major shift toward digital inclusivity, requiring financial services firms to ensure
Reviewing the latest trends in investor servicing and reporting – survey results
“Customisation is no longer a ‘nice to have’ ” commented Patrick McKenna, Chief Commercial Officer at Kurtosys, after analysing the results of our latest survey.
Adapt or fade away: Key takeaways from Funds Congress 2025
Adapt or fade away? That was the unspoken theme at Funds Congress 2025. As digital transformation accelerates and market uncertainty looms, asset managers face a