The Real Growth podcast
A series of podcasts to keep you on the cutting edge of digital marketing in financial services.
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 essential. Investment professionals need to make informed decisions quickly, and
Mark Warren joins Kurtosys as Chief of Staff
Kurtosys is excited to announce the appointment of Mark Warren as Chief of Staff, effective October 2023. Mark is a seasoned leader at the intersection
Justin Larsen joins Kurtosys as Chief Financial Officer/ Chief Operations Officer
Kurtosys is excited to announce the appointment of Justin Larsen as Chief Operating Officer/Chief Financial Officer, effective October 2023. Justin is a seasoned executive with 18
Kurtosys’ mid-year update: standardization, industry trends and client experience
As we pass the midpoint of the year, it’s time to reflect on our progress and plan for the future. Internally, the first half of
4 straightforward steps to effective client report customization
Investment managers are struggling to keep up with the requests for customized client reports due to increase in workload this creates on a monthly and
How can sales teams leverage digital resources to position themselves for success?
In today’s increasingly competitive business landscape, sales teams face several challenges and opportunities presented by technology. The digital age continues to transform the way Asset
Evolving the Kurtosys product vision
At the beginning of this year, I rejoined Kurtosys as the Associate Head of Product. I returned to take on this new role because it
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