The Real Growth podcast
A series of podcasts to keep you on the cutting edge of digital marketing in financial services.
Investor Portals 101 – an overview
This article will discuss the benefits of an investor portal, a few key factors to consider before choosing a service provider to assist in building
Unlocking human potential and prosperous employee engagement using AI and machine learning
Picture this. A world where you can accurately and intelligently predict human behavior within your workforce. Just think about how valuable this unknown information would
Our 5 best read blogs of 2022
It has become a bit of a tradition for us at Kurtosys to do a recap of our best-read blogs for the year. What a
ESG and ESMA / SFDR – Some thoughts on minding your gaps in client reporting
“All Change Please. This train terminates here. There is a replacement bus service in operation that will take you to your onward destinations.” That’s what
ESG Reporting is creating an efficiency crunch – it’s the last thing investment managers need
ESG (environmental, social, and corporate governance) and the demands for regulatory and client reporting that it brings is leading to an efficiency crunch that investment
2030: three key trends in client reporting
Client reporting is a corner of investment management that has remained largely untouched by technological transformation for a long time. However, in the last year
My first Kurtosys Client Day
Inspiring, motivating, purposeful. Well-known names from Freshdesk tickets, countless project emails and Teams calls became real and walked into the venue in quick succession for
Security scorecard: vendor risk management tools and why investment managers should take note
With the awareness of cyber threats, most companies spend a great deal of time on security controls. They aim to minimize the risks of cyber-attacks
Data & Technology approaches in a fast-paced Investment Management environment
Having correct and up-to-date data and strong teams are paramount to being successful in the investment management industry. Not all teams in Marketing are large