The Real Growth podcast
A series of podcasts to keep you on the cutting edge of digital marketing in financial services.
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
Rethinking Your Digital Fund Buying Experience: Build or Buy?
Investment manager heads of digital are often tasked with reimagining a fund buying experience. One major dilemma is whether to build it with an internal
Managing Global Investment Sites: Why investment management needs its own DXP
In this series we are sharing some insights into the best practices around building and managing investment management sites. It is almost a decade ago
DXM v1.2.2 – September 2022 Release
New Feature WordPress Audit Logs Our latest feature updates will allow you to view your user actions taken within WordPress You’ll be able to
Personalization in Investment Management: What it is and what it is not
When speaking to Heads of Digital, we are often asked to provide insights into the topic of “Personalization” and how our digital platform can support