The Ultimate Fund Marketing Toolkit

Thought Leadership & Insights

Welcome to the Kurtosys Knowledge Center. We publish regular thought leadership articles, videos and white papers to assist professionals in the Fund Marketing and Investor Servicing industry.

Webinar: The Future of Marketing in Financial Services
Webinar: The Future of Marketing in Financial Services
Webinars  

Our latest guest webinar comes from Harvest, presented by Bob Dryzgula, CMO. Harvest is a financial discovery marketplace that enables financial firms to meaningfully reach a targeted, investment focused audience — and use behavioral data to initiate and strengthen prospect/client relationships.

This discussion is about what is happening in the marketplace that financial firms need to know, understand and react to in order to help clients. We’ll discuss Digital Marketing, Content Marketing, FinTech trends.

stellar asset management wordpress website
Stellar Asset Management – Using WordPress to improve the user experience
Customer Success Stories  

Stellar approached Kurtosys with a requirement for a new website. Like many companies, Stellar operate in a competitive space, so a major factor in the project was integrating SEO tools to allow the marketing team to fine tune their digital content. The new design also needed to be responsive to adapt to mobile screens and bring a fresh look to their digital offering.

Read how Kurtosys developed Stellar Asset Management a fresh, responsive WordPress website to improve SEO and increase lead generation.

Commonfund Kurtosys website
Commonfund – A content marketing strategy powered by WordPress
Customer Success Stories  

Commonfund places great value on digital marketing. The firm has invested considerable time and resources into improving their digital footprint and providing quality content for investors. To this end, they first approached Kurtosys to help them build a new website which would fulfill their strategy of better presenting all of the content that they publish regularly, as well as to make it easier for their marketing team to update.

Learn how Kurtosys created Commonfund a responsive WordPress solution to cater for their mix of public and private content marketing strategies.

hermes website kurtosys
Hermes – A data-centric cutting-edge digital experience
Customer Success Stories  

Hermes were looking to partner with a technology company that had a deep understanding of asset management and its associated regulations, compliance issues and processes to validate the marketing of fund data, as well as an advisor that could complement their strategy with a digital roadmap that implemented state-of-the-art web technologies.

Learn how Kurtosys created Hermes a fully responsive WordPress multi-site framework which encapsulates 20 country sites across 6 investor types.

FundPress fund management
See all of your fund data in one aggregated view
FundPress  

Using FundPress, you can easily navigate through your fund information, using type-ahead search functionality, to pinpoint a particular fund against the filters that catalogue the information on this main page. This can be done by searching for the fund’s Short Name, Long Name or Code, or a specific ISIN for example. Watch the video to learn more.

FundPress Document Management
Managing your fund document display and distribution in FundPress
FundPress   Videos  

FundPress can help you store and manage all of your important fund-related documents, so that the correct documents are displayed on your website and distributed to your investors.

RWC Partners Website
RWC Partners – A journey of digital transformation
Customer Success Stories  

Read how Kurtosys assisted RWC Partners in their digital transformation with a responsive multi-site WordPress solution to cover 17 countries and multiple investor types, digital fund performance tools and automated PDF fund factsheets that investors can download with the latest fund data.

FundPress segmentation video
How to manage fund entitlements using segmentation lists
FundPress   Videos  

FundPress allows you to control the fund or share class data that can be shown to different investor groups on your website. You can set up customized rules for what funds should be available for each investor type, for example you could set an entitled group for just UK institutional investors.

Webinar: Wealth Management, a Digital Perspective
Webinar: Wealth Management, a Digital Perspective
Webinars  

64% of High Net Worth (HNW) individuals expect their future wealth-management relationship to be digital; so much so, that nearly two-thirds would replace their current firm unless it’s skilled at digital outreach through integrated channels.

Watch a replay of this interview with April Rudin, founder of The Rudin Group, a global wealth marketing firm. April brings us her unique perspective and first hand experiences on digital marketing trends in the wealth management industry.

fundpress commentaries
How to author and manage fund data commentaries using FundPress
FundPress   Videos  

Our FundPress cloud-based platform makes authoring, publishing and managing your fund commentaries a streamlined exercise, with the workflow centralized all in one place. Authoring a commentary from scratch is a very similar process to authoring disclaimers, watch the video to learn more.