The Real Growth podcast
A series of podcasts to keep you on the cutting edge of digital marketing in financial services.
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
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
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