2025 has been a year of bold moves, fresh thinking, and smarter client experiences. From TSAM London to InvestOps in Orlando, and most recently at our own Client Day in London, one thing’s clear: investment managers are under pressure to deliver faster, more tailored, and more transparent client servicing.
As we hit the halfway mark of the year, we sat down with our CEO, Lee Godfrey, to reflect on the conversations we’ve had, the solutions we’re building, and where Kurtosys is heading next.
It all starts with data and having a clear data strategy across your organisation.
Lee Godfrey
CEO at Kurtosys
Delivering personalisation that scales
When we talk about “personalisation at scale”, it’s about giving each client the experience they expect, particularly institutional investors who demand tailored, high-quality communications delivered reliably and at speed. Most legacy reporting tools aren’t built for that. Customisation is clunky, templates are inflexible, and too much of the process relies on manual effort, which simply doesn’t scale.
One boutique asset manager summed it up well. They have 100 institutional investors, but each one is a major mandate. Waiting months to send a personalised report wasn’t good enough. They needed a faster, more agile way to deliver, and after a competitive RFP process, they chose Kurtosys to make it happen.
The Kurtosys team at TSAM London 2025
AI: cutting through the noise
AI isn’t new, but tools like ChatGPT have pushed it firmly into the spotlight. The challenge now is working out how to use it safely and effectively, especially in regulated industries like investment management.
AI models rely on data. This might be the open internet or a secure internal environment, and that difference really matters. Sensitive client data and information has no place in a public environment.
Right now, the biggest gains are internal. Boosting efficiency from coding to content workflows, while keeping the right controls in place. Low code and no-code tools are also becoming standard, helping teams move faster without compromising oversight.
Used well, AI has a huge potential. However, it must be approached with care, especially when it comes to client-facing content.
‘Explore ways to leverage AI and personalisation to enhance the client experience’ presented by John Hennesy, Senior Partner at Alpha FMC and Deepak Arora, Enterprise Architect, Asset & Wealth Management Consulting at Alpha FMC
Staying ahead of shifting regulations
Regulation is consistent in investment management, always evolving, rarely standing still. The latest accessibility rules that came into effect on 28 June 2025 in the UK and Europe are a prime example, and many firms aren’t ready.
Accessibility isn’t just about ticking regulatory boxes, it’s about the real people behind those rules. Around 96% of websites globally fail to meet WCAG 2.0 standards, meaning they’re inaccessible to individuals with disabilities.
For asset managers, especially those targeting retail investors, it’s a missed opportunity. Making data and tools truly accessible isn’t just about compliance, it’s about inclusion.
Lee Godfrey interviewing Chèvremont-Lorenzini Marie-Jeanne in Luxembourg on behalf of Women in Asset Servicing
Breaking down data silos for seamless client experiences
It all starts with data and having a clear data strategy across your organisation.
Firms need to understand where the data is coming from, how it flows, and how to ensure consistency. Too often, different providers handle different outputs. For example, one provider for fact sheets and another for the website. If these providers are not using the same underlying data, investors may receive conflicting messages.
Consistency across data is critical. That’s why finding a platform that delivers all outputs from a single, trusted data source is essential for a consistent, seamless client experience.
Helping clients do more with less
At Kurtosys, we help clients succeed by focusing on three core areas: improving operational efficiency, supporting compliance and governance, and driving growth in assets under management.
Consolidating services is a key example. We recently analysed a UK-based asset manager who was juggling seven different vendors with separate contracts. Their annual spend was over £3 million. By switching to Kurtosys, they would be able to reduce that to around £1,500,000 in licensing fees alone. However, these savings go way further by cutting the overheads of managing multiple vendors, fewer meetings, less due-diligence, and simpler invoicing and compliance.
In the long term, it’s about taking a more strategic view of your data and platform set up. A unified solution ensures consistent, high-quality investor communications across the lifecycle, avoiding the inefficiencies of short-term, piecemeal fixes.
Kurtosys Client Day, held on 22 May 2025 at Barber-Surgeons’ Hall, London
Data security and scale: our 2025 stance
Security is a core priority at Kurtosys. Our latest security scorecard shows a 98% rating, well above the industry average.
With the rise of AI, cyber risks are increasing. We maintain strict cyber resilience standards and achieved SOC 2 certification two years ago to reinforce our controls. Security isn’t just about technology and systems, it’s about people too.
What’s been the most surprising or exciting client insight this year?
One asset manager told us they’ve hired someone in their distribution team specifically to map out the investor journey. They’re looking at it by geography and investor type, asking: What is it like to be a client of ours? How are different investors treated, whether retail, high-net-worth, or institutional, and what messages are they receiving?
That shift is refreshing, because historically the industry hasn’t paid much attention to the full investor journey, particularly in retail. Typically, someone invests, leaves the money there for 30 years, and then withdraws it as part of their pension. There hasn’t been much active engagement. That mindset is starting to change, and it’s great to see.
The Kurtosys team at InvestOps 2025
What’s next at Kurtosys?
We’re evolving fast. Around three and a half years ago, we committed to becoming a product-led company. Now, it’s our biggest area of investment.
This focus is accelerating the delivery of new tools and capabilities, helping asset managers meet rising investor expectations. It’s not a radical shift, but smart, focused progress, powered by the latest tech.
Curious about how Kurtosys can support your next move?
Get in touch or book a demo. Let’s build something great together.
