The European Union (EU) MiFID II regulations, which come into effect in January 2018, will have a huge impact on the asset management industry. Software providers expect a capacity crunch as investment houses rush to prepare.

We asked eight leading financial professionals: “Where do you see the asset management industry in 5 years?”. Read their responses across a broad range of topics including fees, millennials, robo-advisors, ETFs, index funds and regulation.

Financial data is the bedrock for sales teams in FinServ, so in this paper we attempt to address some of the most pertinent issues that are vital in succeeding in sales enablement for asset managers.

We’ve identified a common problem facing asset managers - how to securely distribute the correct documents to the correct people. Download this one-page PDF to explain how we integrate with your Salesforce to achieve better distribution.

We asked five esteemed members of the “Kurtosys Power 100: The Most Influential Women in Finance on Twitter” some questions around their social personas, the FinTech and FinServ landscape and more.

What are the advantages of an industry class digital experience platform for financial services companies? What makes Kurtosys different from a design or marketing agency? Here are 10 benefits for asset managers using Kurtosys.

In our third annual digital marketing survey, we report on the array of technology and digital touch points investment marketers utilize as they are pressured to increase sales and efficiency, with some enlightening results.

In-house IT teams are struggling during the shift to digital, as clients are expecting asset managers to keep up. Here we take a look at: • Pros & Cons of using Internal IT vs Outsourcing • The Future of Outsourcing • Migrating to the Cloud

Sarah Mardiney (a Kurtosys millennial!), gives her perspective on Robo-Advisors, Advertising & Infographics in fund marketing, explaining how certain fund advertising has an effect on her generation.