Welcome to the Kurtosys Resource Center. Here you will find regular thought leadership articles, webinars, videos and white papers to assist professionals in the Fund Marketing and Investor Servicing industry.
Regular webinar presentations, hosted by Kurtosys, featuring industry guest speakers offering insights to a range of digital topics for digital marketers who work in asset management.
Webinars
Courtney McQuade on June 08, 2017
The threat landscape for financial institutions has changed considerably since the DDoS attacks of 2012. Watch this webinar with Rich Bolstridge, Chief Strategist, Financial Services, at Akamai Technologies for an overview of how the definition of “adequate cybersecurity” has shifted.
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Webinars
Richard Watts on May 17, 2017
Watch this recorded webinar where we take a deep dive into how Kurtosys has created an optimised framework of industry-specific modules and secure controls for financial services marketers, using the world's most popular CMS, WordPress.
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Webinars
Courtney McQuade on March 29, 2017
Our latest guest webinar comes from Harvest, presented by Bob Dryzgula, CMO. 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.
Read nowUseful reports to assist fund marketing professionals in the financial services industry.
White Papers
Mash Patel on July 10, 2017
The European Union (EU) MiFID II regulations, which come into effect in January 2018, will have a huge impact on the asset management industry. Software providers expect a capacity crunch as investment houses rush to prepare.
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White Papers
Courtney McQuade on June 01, 2017
We asked eight leading financial professionals: “Where do you see the asset management industry in 5 years?”. Read their responses across a broad range of topics including fees, millennials, robo-advisors, ETFs, index funds and regulation.
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White Papers
Luke Hinchliffe on February 13, 2017
Financial data is the bedrock for sales teams in FinServ, so in this paper we attempt to address some of the most pertinent issues that are vital in succeeding in sales enablement for asset managers.
Read nowExplainers and walk-throughs of the advanced functionality of Kurtosys' FundPress platform.
FundPress
Lily Nathanson on March 21, 2017
FundPress’ ‘Fund Data Management’ tab makes viewing all of your fund and share class information in one place possible with high functionality.
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FundPress
Lily Nathanson on March 09, 2017
Learn how to manage all of your fund-related documents in FundPress using metadata, to ensure correct distribution to your investor types.
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FundPress
Lily Nathanson on March 01, 2017
FundPress allows you to control which types of fund data and share classes particular investors see or have access to on your website.
Read nowRepresentatives from Kurtosys explain how our digital services can help solve operational and marketing issues for asset managers.
Videos
Marketing Team on November 09, 2016
Harry Thompson, Co-Founder and ISSO, explains why ISO 27001 certification (Information security management) is so important to Kurtosys and our clients.
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Videos
Marketing Team on February 28, 2016
Patrick McKenna, Head of Product at Kurtosys, explains how asset management marketers can benefit from WordPress powered microsite campaigns.
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Videos
Marketing Team on February 28, 2016
Steve Perry, Head of Data at Kurtosys, explains our hybrid approach to storing client data in our Unified Data Model.
Read nowA selection of infographics we’ve created over the years around the asset management industry.
Infographics
Marketing Team on September 19, 2016
The history of funds is full of industry defining moments. We've made an infographic of some of the most historic events moving from C20th - C21st.
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Infographics
Marketing Team on September 19, 2016
Asset management in the social era means that 89% of asset management brands are active on social media, is this enough to keep up with millennials?
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Infographics
Marketing Team on September 19, 2016
B2B digital marketers are taking advantage of low-cost social media and blogs. We take a look at the real benefits of inbound digital marketing in 12 stats.
Read nowA selection of galleries containing examples of the Kurtosys product offering and also collections of best-in-class industry examples of digital marketing from asset managers.
Galleries
Marketing Team on April 18, 2017
We’re always on the lookout for great web design in our field of expertise, so we’ve scoured the internet to create this list of what we consider to be the top 50 best-designed asset management websites.
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Galleries
Marketing Team on September 29, 2016
We’ve put together some of the features from our Investor Portal into a gallery to give you an idea of how we have been improving the user experience for investors and advisors
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Galleries
Marketing Team on July 05, 2016
We've put together a sample of our latest fund tool components for you to explore, all of which can be custom branded and embedded easily into your website.
Read nowRead our FinTech blog for innovative fund marketing and investor servicing professionals.
Regulation
David Prosser on July 23, 2017
There is precious little time for asset managers to ensure they are compliant with MiFID II regulation. David Prosser outlines five key issues.
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FinTech
Luke Hinchliffe on July 21, 2017
Fund Marketing
Karen Riccio on July 19, 2017
Right now, and in the near future, the key is to use options outside the traditional investment box. Here are some ways to generate healthy total returns.
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