7 episodes

A series of podcasts around digital marketing in financial services, with a focus on the investment management industry. Our hosts interview the sector's biggest names and leaders in their respective fields, from marketers, to business development representatives, technology experts, agency chiefs and digital transformation specialists.

Kurtosys Podcasts Kurtosys Podcasts

    • Technology

A series of podcasts around digital marketing in financial services, with a focus on the investment management industry. Our hosts interview the sector's biggest names and leaders in their respective fields, from marketers, to business development representatives, technology experts, agency chiefs and digital transformation specialists.

    The State of Fund Selection to ESG and the Impact of COVID-19 on the Investment Industry

    The State of Fund Selection to ESG and the Impact of COVID-19 on the Investment Industry

    Mash Patel, CEO of Kurtosys and Jean-Francois Hautemulle, Principal at Terres Neuves Consulting, talk about key topics, from the state of fund selection to ESG and the impact of COVID-19 on the investment industry.

    Get a viewpoint of the fund selector process during a period of volatility and hear more on driving effective client communications for asset managers during this crisis.

    • 33 min
    Leeya Hendricks – Kurtosys’ global rebrand, digital experiences and social responsibility

    Leeya Hendricks – Kurtosys’ global rebrand, digital experiences and social responsibility

    Elliot Burr chats with Kurtosys’ VP of Global Marketing Leeya Hendricks on the launch of the company’s global rebrand, the importance of digital experiences, building lasting relationships and diversity and sustainability initiatives.

    • 13 min
    Winnie Sun - Expanding your client community through social media marketing and high quality content

    Winnie Sun - Expanding your client community through social media marketing and high quality content

    We chat with Sun Group Wealth Partners' co-founder Winnie Sun about social media influencing, HQ video tips, and 'delighting yourself and clients' through content.

    • 18 min
    Olivier Khatib – Sensefolio’s machine learning tools and improving ESG considerations

    Olivier Khatib – Sensefolio’s machine learning tools and improving ESG considerations

    We talk to Sensefolio's CTO and Chief Data Scientist Olivier Khatib about the setting up of the company, regional differences in ESG considerations, improvements in the understanding of machine learning and much more.

    • 19 min
    Simon Mott – HANetf’s contemporary marketing strategy and the power of repurposing

    Simon Mott – HANetf’s contemporary marketing strategy and the power of repurposing

    We speak with HANetf's Global of Marketing Simon Mott about setting up a marketing infrastructure from scratch, doing more with less, the power of repurposing, and creativity and design aspects to help firms stand out from the crowd.

    • 29 min
    Mark Polson – the lang cat’s guide to B2B content marketing and DEADx talks

    Mark Polson – the lang cat’s guide to B2B content marketing and DEADx talks

    We chat with the lang cat's founder Mark Polson about curating a mixture of technical and more light-hearted B2B content marketing, the ramifications of GDPR, changing the conference game with DEADx talks and his career's biggest influences.

    • 30 min

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