The Real Growth podcast
A series of podcasts to keep you on the cutting edge of digital marketing in financial services.
Simple security guidelines and checks when choosing a vendor to build your new investment website
It is far easier to build a web portal for your business today than ever before: with a plethora of vendors offering everything from one-click
Transforming asset management with tech-driven consumer duty strategies
The asset management industry is undergoing a seismic shift. A perfect storm of economic uncertainty, heightened regulatory scrutiny, and evolving client expectations is forcing asset
Generative AI application across asset management: Game-changing or overhyped?
Whilst at Funds Congress earlier this year, the transformative potential of AI in asset management took centre stage. From enhancing client experiences with cutting-edge digital
Revolutionising email distribution: A game-changer for investor reporting
Did you know that 79% of investors want to receive reports via email? Despite this, many managers struggle to find a scalable solution for this challenge.
Sales meets compliance: Introducing the seamless solution from Kurtosys
“Oh, compliance – some might call it the sales prevention department,” my boss remarked once during my tenure at an asset manager. He believed that
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
4 straightforward steps to effective client report customisation
Investment managers are struggling to keep up with the requests for customised client reports due to increase in workload this creates on a monthly and
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
