The Real Growth podcast
A series of podcasts to keep you on the cutting edge of digital marketing in financial services.
5 Key Challenges Asset Management Marketers Face
Is the mutual fund industry under siege? Kurtosys Systems’ founder speaks to 5 key issues that keep coming up in conversations with marketing directors at
7 Tips To Creating The Perfect Client Reports [INFOGRAPHIC]
Since we love client reporting, we’ve created an infographic that provides the top seven tips for generating accurate and beautiful client reports. Wealth managers know that
Client Reporting: 11 Reports All Private Wealth Managers Should Provide
For investors, reporting is often the only touch point that is both automated and highly relevant. Rising client expectations require more focus on excellent customer
Scaling Up: What Are Your “Guardrails” and When Do You Allow Customization?
I know a few of my colleagues were recently inspired during their last trip to San Francisco to attend what has become the “must go”
7 Added Costs of Running Your Asset Management Website
Here’s the problem. Your website is rapidly shifting from something the Chief Executive did not particularly care about to a high priority. If we are
Follow up: Kurtosys Rides for a Cure [VIDEO]
They did it. All 54 miles of it! Last month, in preparation for the London to Brighton bike ride, we blogged about the fundraising efforts
The Growth and History of ETFs [Infographic]
Know the history of ETFs? Once an itsy-bitsy SPDR, index-based equity ETFs now draw huge inflows. A new infographic offers insight on $1.7 trillion in ETF
The Key to Managing Documents in the Mutual Fund Industry
If you’re reading this blog it’s highly likely that you have some form of interest in how your organization manages what we at Kurtosys often
Kurtosys Rides for a Cure
54 miles. 30,000 cyclists. One cause. On June 15th, Kurtosys UK will endure a grueling bike ride from London to Brighton to aid the British Heart