Deeply personalized digital experiences to enable your clients, partners and sales teams with.
Kurtosys Communities enables you to create powerful portal experiences for your clients and salespeople. It drives faster, more accurate reporting and better data, leading to deeper client satisfaction, brand recognition, loyalty and asset retention.
Communities supports sales growth – through your own team or external distribution network – with sales materials, data, content, tools, and analytics to enable richer, more timely conversations with prospects.
Give your customers the reports they need faster than ever before, for much higher levels of satisfaction and less churn.
On average, users of Kurtosys Communities cut their headcount involved in document production and client reporting by two-thirds.
Automation of critical compliance rules and approvals cuts the likelihood of the wrong data being used in reporting, reducing the risk of costly compliance breaches.
Kurtosys Communities includes cutting-edge security. Adding a site login is easy with the drag-and-drop DXM editor, leaving only setup of users to do.
Automated document production allows you to always provide clients with the most recent information.
Configurable distribution settings enable you to push documents to your website and partner services with a single click.
DXM and Communities
This helps wealth managers deepen client relationships by bringing investor information to life.
It enables you to update know your customer (KYC) information and feed data to your customer relationship management (CRM) system. It delivers statements and other documentation to clients, and allows them to build custom reports.
Institutional Client Portals
Hedge Funds and Alternative Investment Portals
Hedge funds and alternative investment funds can use these portals to provide gated product information for qualified investors. You can share data on exposures, investment statements, or other sensitive documentation using dynamic watermarks.
The portals can also track investor and prospect activity to support your sales process.
Private Equity/Venture Capital Portal
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Whether you’re looking to build a brand new secure website or improve your data visualization, get in touch and we’ll be happy to show you.