The Real Growth podcast
A series of podcasts to keep you on the cutting edge of digital marketing in financial services.
Redefining fund factsheets: why it’s time to raise the bar
Ask five people in a factsheet sign off what belongs on page one, and you’ll get five different answers. I’ve sat through that exact disagreement
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
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
Why distribution needs storytelling, not spreadsheets
Most pitchbooks today are graveyards of slides, static, bloated, and out-of-date before they even reach the client. But distribution is not about slides. It is
Addressing data infrastructure when scaling institutional reporting
Address data infrastructure challenges when scaling institutional reporting. Explore zero-copy sharing, live dashboards, and best practices for managers.
Tackling data chaos in institutional reporting
Explore how institutional asset managers can tackle data chaos when scaling reporting — practical tips, common pitfalls, and proven solutions.
