As we pass the midpoint of the year, it’s time to reflect on our progress and plan for the future. Internally, the first half of this year marked a move away from services and more efficiently towards SaaS. This shift is positioning Kurtosys prominently in the SaaS market, creating opportunities for future growth and expansion.
A prominent player in the SAAS market
A foreseeable goal for Kurtosys is to offer our clients a standardized product. With this we can offer our clients a better user experience by ensuring faster production, simplicity, and consistency.
Our product roadmap holds exciting developments for the coming months
Training and enablement
Client support services
Highlights: Going live with fund administrators and an award-winning investment manager in the sustainability space
One of the most significant highlights of the last six months was the successful launch of a prominent North American fund administrator, which demonstrated the company’s ability to execute its strategic approach of working through partners. Another notable highlight was the successful launch of an award-winning investment manager’s website. Achieving client satisfaction is vital, and it exemplifies the company’s commitment to delivering quality products and services. However, it also brings to light the importance of addressing long-standing promises to ensure ongoing success with other clients.
Managing expectations through transparency and streamlined processes
Building our brand
Kurtosys at TSAM London
Recent regulatory developments, such as the Consumer Duty in the UK, are pushing companies to prioritize the well-being of their underlying clients. The obligation to demonstrate a duty of care towards consumers challenges asset management firms to develop more client-centric strategies.
In an age where personalized consumer knowledge is readily available, investment management organizations have a great opportunity to leverage technology to improve engagement and communication with their clients. Investing in innovative technological solutions enables a deeper understanding of clients’ needs, preferences and goals, fostering stronger relationships and trust.
Grant Swart – Associate Head of Product and Hanri Calitz – Senior Product Manager, hosting the Kurtosys Q2 product insights workshop on 27 June 2023
If you would like to find out more, please reach out to our Client Relationship Marketer, Maxine Narramore.
Kurtosys’ vision for the next 6 months: moving towards a consumer-grade platform
The primary focus for the next six months is the transition of solutions still running on legacy platforms to the most recent and advanced technology. This strategic move holds significant promise for both the company and our clients. For some of our long-standing clients it means gaining access to cutting-edge solutions, a leap forward in terms of efficiency, and better user experience. It is one of those typical ‘short-term pain, long-term gain’ scenarios for all, and we are in contact with all clients who are affected by this move.
From an internal perspective, this transition has multiple positive implications. Firstly, our teams will be relieved of the burden of supporting multiple platforms, allowing for more breathing space to focus on innovation and enhancements. This, in turn, will pave the way for eliminating technical debt, a crucial step towards ensuring a robust and future-proof infrastructure.
Looking beyond the immediate benefits, we are working towards realizing our vision of a solid platform that will serve as a springboard for the company’s growth and expansion in 2024. With a modernized infrastructure and streamlined operations, the company will be well-positioned to take on new challenges and capitalize on emerging opportunities in the market.
Kurtosys’ product roadmap also holds exciting developments for the coming months. A series of sizable releases are planned, featuring product enhancements that promise to captivate both existing and potential clients. Among the notable developments is the integration with Snowflake and other cloud-based data solutions, which will further elevate our data management capabilities.
Transparency and well-documented consumer-grade software are emphasized, not only for external stakeholders but also for the internal team. The continuous discipline and improvements made will keep positively impacting on overall productivity and efficiency.
With a solid foundation and a clear roadmap, Kurtosys is poised for success and a solid foundation to keep serving our clients with an unwavering focus on the future.
Improving our client experience
About the author