The Real Growth podcast
A series of podcasts to keep you on the cutting edge of digital marketing in financial services.
Bank collapses are impacting how we all think about “saving”
What has the collapse of SVB, First Republic and Signature Bank – and some heightened concerns about what others may follow – got to do
The value of connection
Attending my first in-person client day event in London It’s been 3 years since the start of the pandemic, 2 years since I joined
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 helping them make informed decisions.
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 Kurtosys team, consisting of Neil
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 actionable insights and effective decisions,
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 be a trackable metric in
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 treat their retail clients. Consumer
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 is to regularly publish insightful
Making your fund performance line charts accessible to everyone: our journey and lessons learnt
In recent years, the concept of inclusivity and the need for broader accessibility and usability of digital materials is coming sharply into focus. It’s heartening