The Real Growth podcast
A series of podcasts to keep you on the cutting edge of digital marketing in financial services.
Building for the future: Key themes in data, CX and brand differentiation from Kurtosys Client Day
In the fast-evolving, or should I say ‘chaotic’ world that we operate in, staying ahead means continuously innovating, adapting, and responding to shifting client expectations.
Top 10 data hurdles when creating investor reports: best practices and solutions
In the world of investment management, data plays a crucial role in making informed decisions and achieving optimal results. As the underlying source of truth
Simple security guidelines and checks when choosing a vendor to build your new investment website
It is far easier to build a web portal for your business today than ever before: with a plethora of vendors offering everything from one-click
What institutional investors want – our key insights
We recently surveyed over 30 institutional investors to establish a benchmark for the quality and consistency of the reports they receive. Are they satisfied with
Creating seamless digital client experiences: Challenges and strategies
TSAM London took place on 1 May 2024, with Kurtosys sponsoring the Marketing and Client Services Stream. Grant Swart, Head of Product at Kurtosys, led
Transforming asset management with tech-driven consumer duty strategies
The asset management industry is undergoing a seismic shift. A perfect storm of economic uncertainty, heightened regulatory scrutiny, and evolving client expectations is forcing asset
Unlocking data potential with Kurtosys’ Snowflake integration
Investors receive reports from multiple managers, often on a weekly, monthly, or quarterly basis. Timeliness and accuracy are critical—no one wants to be at the
CEO mid-year update: Navigating uncertainty and enhancing client engagement
As we reach the midpoint of 2024, the global economic landscape is marked by significant uncertainty. Political events across the globe, fluctuating interest rates, and
Transform your investment reporting with Kurtosys Studio for Office
For investment managers, automating content that is compliant and data-rich across various business functions can be challenging with traditional solutions. Kurtosys offers a seamless way