The Real Growth podcast
A series of podcasts to keep you on the cutting edge of digital marketing in financial services.
How unifying sales and marketing goals drives holistic revenue forecasting and client success
On September 17, TSAM New York brought together the asset management industry in the heart of the city. As proud, long-standing sponsors, Kurtosys was delighted
Reflecting on 2024: Lee Godfrey’s insights into achievements, challenges, and what lies ahead for 2025
As the year comes to a close, we had the opportunity to sit down with Lee Godfrey, our CEO, to reflect on 2024’s most notable
Exploring DORA: How Kurtosys enhances digital operational resilience for client readiness
Those of us working in Information Security and Risk Management have known for some time about the forthcoming Digital Operational Resilience Act (DORA) which implements
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