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
Tim Cooper on February 06, 2019
Technology will be by far the most disruptive factor in the asset management industry in coming years, yet many incumbent players are unprepared for the upheaval.
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White Papers
Luke Hinchliffe on October 26, 2018
Read our latest survey results on digital trends and perspectives from 200 senior marketers working across a range of global asset management firms.
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White Papers
Leandi Kolver on October 19, 2018
South African millennials are not investing as much as they should for a comfortable retirement. In this white paper we take a look at the reasons for this lack of investment and provide advice on what fund marketers can do to attract more millennials to their funds.
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
Leandi Kolver on February 11, 2019
Your Fund Center is the most critical aspect of your asset management website, but what does it take to make one truly world-class, and what considerations should you address beforehand? Join this live webinar on Feb 28th.
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Webinars
Luke Hinchliffe on September 18, 2018
What can we learn from Millennials when it comes to their investing habits? Kim Bell from Bdifferent (Financial Services Market Research), explores results from their UK study of 1,000 Millennials. Rich Watts adds the Kurtosys digital perspective.
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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.
Read nowA selection of engaging industry interviews with leaders in and around the asset & wealth management industry.
Interviews
Sam Shaw on January 31, 2019
Rob Bailey, head of wholesale distribution at AXA Investment Managers, chats about their long-term focus and capturing the next generation of investors.
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Interviews
Sam Shaw on January 07, 2019
Sam Shaw talks with Psigma Investment Management’s chief investment officer, Tom Becket, who shares his views on today’s “saturated” industry as we enter a new year.
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Interviews
Sam Shaw on December 06, 2018
Sam Shaw talks to Miton's head of marketing Mark Harper and digital strategist Rob Tyler on the firm's expansive evolution in content and technology.
Read nowA selection of infographics we’ve created over the years around the asset management industry.
Infographics
Marketing Team on January 10, 2019
We have put together a handy timeline infographic of the most significant events that have shaped the fund industry into how we see it today.
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Infographics
Marketing Team on August 20, 2018
What elements on a fund explorer make for a better UX for investors? We made an infographic with 8 components that can make a fund explorer great.
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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.
Read nowThe latest release news from the Kurtosys platform.
Kurtosys Platform
Leandi Kolver on December 11, 2018
The Kurtosys release comprises enhancements to the Segmentation Lists module that will help you improve the accuracy of your data while saving time.
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Kurtosys Platform
Leandi Kolver on September 20, 2018
We’re excited to announce the latest release of Kurtosys which includes various feature enhancements to improve document security and give you more control and flexibility.
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Kurtosys Platform
Leandi Kolver on August 21, 2018
Enterprise security features in this release provide flexible settings in line with common InfoSec requirements set by global financial institutions.
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 04, 2019
We've compiled a list of who we consider to be the most influential digital leaders in the global asset management industry. Tell us who else should be on this list!
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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.
Read nowThoughts, opinions and resources for financial marketing professionals
Digital Marketing
Elliot Burr on February 15, 2019
This week’s edition of Kurtosys Spotlight features the importance of RegTech, our very first podcast episode, webinars to watch and an ESG case study.
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Podcasts
Elliot Burr on February 13, 2019
Dan Sondhelm (CEO, Sondhelm Partners) chats about how to best leverage new technologies in the face of regulation and disruptors in our first podcast.
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Digital Marketing
Richard Watts on February 11, 2019
Rich Watts outlines ways for financial services businesses to succeed by benchmarking Enterprise Content Management digital maturity.
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