The Kurtosys blog

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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: standardization, industry trends and client experience

Coping with customization in client reporting

4 straightforward steps to effective client report customization

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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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Metrics matter – Transforming marketing and distribution through accurate data and analytics 

The role of user experience in investment management

The role of user experience in investment management websites

Eight short steps for investment management marketers planning their Consumer Duty program

Eight short steps for investment management marketers planning their Consumer Duty program

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Achieving compliance and accuracy: best practices for investment content management

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Making your fund performance line charts accessible to everyone: our journey and lessons learnt

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Rethinking supplier risk audits: how to choose the right application vendors

Outlook and trends for investment management in 2023

Outlook & Trends for Investment Management in 2023

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Investor Portals 101 – an overview

Unlocking human potential and prosperous employee engagement using AI and machine learning

Unlocking human potential and prosperous employee engagement using AI and machine learning

Kurtosys Our 5 best read blogs of 2022

Our 5 best read blogs of 2022

ESG ESMA SFDR - Some thoughts on minding your gaps in client reporting2 copy

ESG and ESMA / SFDR – Some thoughts on minding your gaps in client reporting

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ESG Reporting is creating an efficiency crunch – it’s the last thing investment managers need

2030 Three Key Trends in Client Reporting

2030: three key trends in client reporting

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My first Kurtosys Client Day

How we improved our understanding of security with vendor risk management tools and why investment managers should take note

Security scorecard: vendor risk management tools and why investment managers should take note

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Data & Technology approaches in a fast-paced Investment Management environment

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