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Kurtosys Blog 06/25/2019 11:02
Kurtosys is pleased to announce that we are a sponsor for the upcoming Digital Client Engagement (DCE) Summit 2019. As the name suggests, this event places heavy emphasis on how digital means can help investment managers best engage with institutional clients, making it an unmissable conference for firms that want to expand their capabilities in client experience. This year’s edition will take place across two days on 10 – 11 September 2019 at the following address, close to our London HQ: The Waldorf Hotel, London, WC2B 4DD . Continue reading on the Kurtosys Blog.
Kurtosys Blog 06/24/2019 11:19
Fund world, the week has finally arrived! It’s once again time for networking and celebrations aplenty, whilst getting an annual deep dive into the investment industry at this year’s FundForum International. As one of the leading conferences for asset managers the world over, it looks set to be a few days of second-to-none insight from thought leaders, informative discussions on the future of the industry, and the chance to meet new friends and potential business contacts all in the event’s new beautiful home of Copenhagen. Continue reading on the Kurtosys Blog.
Kurtosys Blog 06/21/2019 06:27
This week’s edition of Kurtosys Spotlight features Michael Anyfantakis, FS Forum’s marketing report 2019, our interview with Wendy Appleton, Cheryl Nash from Fiserv, InvestmentNews’ 40 Under 40, and the anticipated news of Facebook’s Libra cryptocurrency. Digital Leader Spotlight: Michael Anyfantakis – Head of Innovation Design at Lloyds Banking Group. Michael Anyfantakis is an experienced consultant and advisor, specialising is digital strategy, design and innovation delivery, now the Head of Innovation Design at Lloyds Banking Group. Continue reading on the Kurtosys Blog.
Kurtosys Blog 06/18/2019 09:45
In this edition of our Connecting the Dots podcast, we speak to Cheryl Nash, President of Investment Services at Fiserv. We cover many topics on this show, particularly Cheryl’s and Fiserv’s excellent commitment to promoting women in finance through initiatives including their Leading Women Summit, hoping to #ChangetheGame and taking inspiration from similar movements in women’s international sports to influence the fintech and wealth management sector. We also discuss her best tips for connecting with customers (Fiserv have been named as one FORTUNE Magazine’s World Most Admired Companies six years in a row), the clinical role of social media channels to network with other women and influencers in the industry, and how a business partnersh.
Kurtosys Blog 06/18/2019 08:59
Wendy Appleton is Pictet’s Head of Sales – UK and Ireland. Kurtosys spoke with her recently about the accelerated interest in thematic investing, the power of less overt branding at reaching a new, wider, audience and how a VR headset can show clients where their money is being invested, in situ, regardless of where you are in the world. How are you responding to the explosion in interest in thematic investing, having been a pioneer in that space for so long? Continue reading on the Kurtosys Blog.
Kurtosys Blog 06/14/2019 04:00
This week’s edition of Kurtosys Spotlight features BNY Mellon IM’s successful rebrand, Architas’ Zoe Robson, Pride Month in investment management, FundForum 2019, and Bank of America’s hybrid model push. Rebrand news: BNY Mellon Investment Management. As was reported via PRNewswire back in March, BNY Mellon IM was due to roll out its rebranding of the Dreyfus retail business and long-term mutual funds in the US in order to wrap it under the firm’s global branding banner. Continue reading on the Kurtosys Blog.
Kurtosys Blog 06/12/2019 06:20
Most financial advisors realize that having a website is essential, if for no other reason than to validate their existence in a digitally connected world. While many advisors are investing more money to upgrade the quality of their websites beyond unimaginative and technologically deficient digital brochures, most are not designed in an effective manner to attract visitors who may need their services. With the days of traditional marketing methods long gone, advisors have few lead generation options beyond implementing a modern digital marketing strategy anchored by a quality website with the ability to attract and engage visitors. Continue reading on the Kurtosys Blog.
Kurtosys Blog 06/07/2019 06:19
This week’s edition of Kurtosys Spotlight features a firm’s rebrand to Lumyna, Ed Lecky-Thompson, social media in investment decisions, cybersecurity, AI, the World Fintech Report and the results of the #PaymentsRace. Digital Leader Spotlight: Ed Lecky-Thompson, Global Head of Digital Propositions at Schroders. Being in the ‘digital’ side of things for the past twenty years, Ed Lecky-Thompson is a prominent digital leader for the financial services space, with half of this time being situated in asset and wealth management. Continue reading on the Kurtosys Blog.
Kurtosys Blog 05/31/2019 06:35
This week’s edition of Kurtosys Spotlight features Christopher Murphy from Aegon, the insurance world and ETFs, a data-driven marketing eBook, our psychology podcast with Dr Daniel Crosby, and the #PaymentsRace. Digital Leader Spotlight: Christopher Murphy – Head of Digital at Aegon Asset Management. Christopher Murphy has headed Aegon Asset Management’s digital marketing function since his tenure at Kames Capital, whose business operations became part of a multi-brand strategy including the former and TKP Investments. Continue reading on the Kurtosys Blog.
Kurtosys Blog 05/29/2019 06:17
Kurtosys caught up with Rich Powers, head of US ETF product management at Vanguard. Based in the US, he is largely responsible for promoting Vanguard’s own offering and also communicating the broader ETF story, honing a comprehensive understanding of the competitive marketplace and shaping the group’s product development and innovation. His team, effectively represents the voice of Vanguard ETFs in the United States. With around 100 providers of ETFs, but only three (BlackRock, State Street and Vanguard) accounting for 80% of the assets, Vanguard is clearly one of the winners in this space. Continue reading on the Kurtosys Blog.
Kurtosys Blog 05/24/2019 06:18
This week’s edition of Kurtosys Spotlight features BNY Mellon’s Mary Jane Ajodah, social media mistakes, our podcast with Byron Lotter, Europe’s most valuable fintech, panel discussions and a ‘new India’. Digital Leader Spotlight: Mary Jane Ajodah, VP Chief Digital Office – Strategy and Delivery at BNY Mellon. As one of BNY Mellon’s most prominent spokespeople for digital in recent years, Mary Jane Ajodah makes our list of digital leaders, now working as the Vice President of the firm’s Chief Digital Office. Continue reading on the Kurtosys Blog.
Kurtosys Blog 05/22/2019 08:44
It’s been a minute since we reflected on the performance of hedge funds; 18 months in fact, where an inspection into the rise of ETF popularity could have foretold a decline in hedge fund investing for good. You can read the article here, actually. Coming at the end of 2017, this was a telling time for multiple sectors of the financial world which are regularly covered on this blog, for better or worse. Namely, hedge funds – which succumb to the latter – and ETFs and cryptocurrencies, who are certainly experiencing a period of positivity currently. Continue reading on the Kurtosys Blog.
Kurtosys Blog 05/16/2019 11:40
At Kurtosys, we think so. For the past four years, we have completely reimagined how financial services firms need to respond to the unstoppable force of digital transformation. Simply put, digital transformation means using technology to change the business model. What stands at the very beginning of digital transformation is the entire value chain of customer experience. At Kurtosys, we believe that the technology market for self-serve, cloud enabled platforms for financial services firms to build superior customer experiences remains weak, if not non-existent. Continue reading on the Kurtosys Blog.
Kurtosys Blog 05/16/2019 05:12
In the latest edition of our Connecting the Dots podcast, we chat with Dr Daniel Crosby, Chief Behavioural Officer at Brinker Capital. Bringing his expertise as a clinical psychologist to the firm, Daniel talks about his role in developing training, tools and technology to help advisors best connect with their clients. Technology plays a huge part in building relationships, simulating client behaviour to see what their needs are. Gaining a personality match between a financial advisor and a client is what Daniel likens to clinical therapy sessions, so it is integral for investment practices nowadays, where great ideas need to be applied better. Continue reading on the Kurtosys Blog.
Kurtosys Blog 05/14/2019 10:13
The latest Kurtosys release includes further enhancements to the DocPress Document Production Center and Document Management modules, enabling you to distribute documents directly to FundInfo from the DocPress Document Production Center and manage your documents with more ease. The most notable new features are:. FundInfo Distribution. All Kurtosys Document Production Center clients can now send their documents directly to FundInfo from within DocPress.
Kurtosys Blog 05/13/2019 05:58
Kurtosys is pleased to announce that we will be exhibitors at In/Vest 2019, one of the WealthTech industry’s largest conferences. Taking place across two days, July 16-17 2019, the event has become one of the most highly-anticipated features in the digital wealth management calendar, with 1,500+ executives from across the industry expected to be in attendance. The event takes place at Times Square’s New York Marriott Marquis, which is at the following address: 1535 Broadway, New York, NY 10036. Continue reading on the Kurtosys Blog.
Kurtosys Blog 05/10/2019 06:25
This week’s edition of Kurtosys Spotlight features digital leader Rob Brown, a report into human capital, our social media and #Fintwit chat with Courtney McQuade, e-sport investing, finserv’s foray into blockchain, and fintech’s finest sporting competition. Digital Leader Spotlight: Rob Brown, Global CMO at BBVA. Juggling event and internet marketing, creative design and digital properties is Rob Brown, the Global CMO at BBVA and based in Madrid, whose experience has resulted in him leading the firm’s worldwide digital revolution. Continue reading on the Kurtosys Blog.

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