The Kurtosys blog

Browse our white papers, webinars, videos, podcasts and more.
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What institutional investors want – our key insights 

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Creating seamless digital client experiences: Challenges and strategies 

Transforming asset management with tech-driven consumer duty strategies

Transforming asset management with tech-driven consumer duty strategies 

Unlocking data potential with Kurtosys’ Snowflake integration

Unlocking data potential with Kurtosys’ Snowflake integration

CEO mid-year update: Navigating uncertainty and enhancing client engagement

CEO mid-year update: Navigating uncertainty and enhancing client engagement

Transforming your investment reporting with Kurtosys Studio for Office

Transform your investment reporting with Kurtosys Studio for Office

Streamlining reporting automation with Kurtosys Studio for InDesign

Streamlining reporting automation with Kurtosys Studio for InDesign 

Generative AI application across asset management: Game-changing or overhyped? 

Generative AI application across asset management: Game-changing or overhyped?

Revolutionizing email distribution: 
A game-changer for investor reporting

Revolutionising email distribution: A game-changer for investor reporting

Michelle Wright joins Kurtosys as Chief Product Officer

Michelle Wright joins Kurtosys as Chief Product Officer

Navigating the currents: A dive into the investment management landscape of 2024 

Navigating the currents: A dive into the investment management landscape of 2024

A look at the future of client reporting through the lens of Kurtosys and Northern Trust

A look at the future of client reporting through the lens of Kurtosys and Northern Trust

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Sales meets compliance: Introducing the seamless solution from Kurtosys 

Warning - Not about AI

Warning: Not about AI…

Navigating investment reporting challenges together: 
A reflective dialogue with Lee Godfrey

Navigating investment reporting challenges together: A reflective dialogue with Lee Godfrey

Building and maintaining strong relationships is crucial for sustained success

Building and maintaining strong relationships is crucial for sustained success

Fostering brand loyalty: How AI enhances everyday activities and tasks to improve client retention

Fostering brand loyalty: How AI enhances everyday activities and tasks to improve client retention

The client-centric approach - Highlights from TSAM NY Kurtosys interview

The client-centric approach – Highlights from TSAM NY Kurtosys interview 

Fostering brand loyalty – why it matters

Fostering brand loyalty – why it matters

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Streamlining success: Automating report generation and distribution for investment managers

Mark Warren joins Kurtosys as Chief of Staff

Mark Warren joins Kurtosys as Chief of Staff

Justin Larsen joins Kurtosys as Chief Financial Officer/ Chief Operations Officer

Justin Larsen joins Kurtosys as Chief Financial Officer/ Chief Operations Officer

Lee Godfrey - CEO at Kurtosys - mid-year- update - standardization industry trends and client experience

Kurtosys’ mid-year update: standardisation, industry trends and client experience

Coping with customization in client reporting

4 straightforward steps to effective client report customisation

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How can sales teams leverage digital resources to position themselves for success?

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Evolving the Kurtosys product vision

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Bank collapses are impacting how we all think about “saving”

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The value of connection 

The future of client reporting: embracing technology for efficiency and compliance

The future of client reporting: embracing technology for efficiency and compliance

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Exploring client experience and integrated platforms: Highlights from the Kurtosys team interview with TSAM

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