Welcome to our Resource Center. Here you will find regular thought leadership articles, industry interviews, webinars, videos and white papers to assist professionals in the fund marketing and investor servicing industry.
Useful reports to assist fund marketing professionals in the financial services industry.
White Papers
Mash Patel on April 20, 2018
Based on recent findings and events, global asset managers are set to keep using mergers and acquisitions to strengthen and diversify. We take a look at the current state of M&A, including motivations, market trends and margin erosion.
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White Papers
Elliot Burr on March 21, 2018
As an update to a popular guide we created back in 2013, we invited some of our industry friends and colleagues to contribute a term that they could relate to in marketing for asset management.
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White Papers
Luke Hinchliffe on December 15, 2017
The world of digital marketing moves at a scary pace. The rate at which digital technology is moving is superseding most CMOs' best laid strategies. Get our comprehensive guide to all things fund marketing.
Read nowRegular 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 October 13, 2017
Watch the replay of this guest webinar with Richard Lander from Citywire. Backed by data from Citywire's 2017 survey of 174 advisers and wealth managers, Richard explores some of the challenges and questions facing content marketers in financial services.
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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.
Read nowWatch these short video screencasts to see some of our platform functionality and benefits.
Kurtosys Platform
Patrick McKenna on March 14, 2018
We’re excited to announce the latest release of Kurtosys which includes the launch of our latest document production and distribution technology, DocPress.
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Document Distribution
Alexandra Filippova on January 22, 2018
A short walkthrough of how the Kurtosys platform manages and distributes financial documents for asset managers, using metadata.
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FundPress
Alexandra Filippova on November 09, 2017
Kurtosys users are now able to comply with aspects of record-keeping regulations (such as MiFID II), by saving ‘snapshots’ of their web pages.
Read nowRepresentatives from Kurtosys explain how our digital services can help solve operational and marketing issues for asset managers.
Videos
Marketing Team on September 07, 2017
InvestorPress is an industry-leading secure portal platform, designed for asset managers and packed with features for distributing financial documents, digital client reporting and wealth management. Learn more by watching this video.
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Videos
Marketing Team on September 07, 2017
The FundPress platform allows digital marketers to create engaging and compliant product experiences, launch highly secure websites, and manage their document and data processes - all from one application. Learn more by watching this video.
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Videos
Marketing Team on September 07, 2017
An enterprise CMS Platform, built on the foundations of WordPress with an optimised framework of industry-specific modules and secure controls for financial services marketers. Learn more by watching this video
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 February 05, 2018
We've put together a gallery of real-world examples of widgets that are all standardized and available from the Kurtosys platform.
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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
Read nowRead our FinTech blog for innovative fund marketing and investor servicing professionals.
Digital Marketing
Elliot Burr on April 20, 2018
This week’s round up brings you the traditional vs robo-advisor debate, a MiFID II zombie, a social media investor survey and Warren Buffett’s biggest fan.
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Digital Marketing
Alex Dixon on April 19, 2018
Search Engine Optimisation can be daunting for busy financial marketers, but a lot of it involves common sense and good quality content. We take a look at some pointers to get you started.
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FinTech
Elliot Burr on April 18, 2018
Often considered a laggard in its adoption of fintech, Japan’s strong economy and history of technological advancement is finally being matched by the government’s growing interest in the rise of its fintech sector.
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