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 marketing professionals in the financial services industry.
White Papers
Luke Hinchliffe on April 01, 2019
In this 16-page eBook, we explore common aspects involved in Fund Marketing Document Production. Including common frustrations, design process, typical components, guide to automation, regulation, industry opinion and more.
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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.
Read nowA series of podcasts around digital marketing in financial services, with a focus on the investment management industry.
Podcasts
Elliot Burr on May 16, 2019
We chat with Dr Daniel Crosby, Chief Behavioural Officer at Brinker Capital about building connections through tech, clinical psychology, and tips for video content.
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Podcasts
Leandi Kolver on May 14, 2019
Byron Lotter, Director at Vestact Asset Management, explains why personalisation is so important to South African investors and outlines how Vestact puts client relationships at the core of everything they do.
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Podcasts
Elliot Burr on May 07, 2019
Dr Simon Moore (CEO at InnovationBubble) discusses marketing from psychological perspectives, touching on cognitive bias, automation and customer connection.
Read nowRegular webinar presentations, showcasing Kurtosys technology and also featuring industry guests and best practices.
Webinars
Luke Hinchliffe on May 01, 2019
Watch the webinar replay with our guests from Vested, who explore why storytelling is so important, particularly in the b2b and institutional space of investment management marketing and communications.
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Webinars
Leandi Kolver on March 26, 2019
We explore five ways you can move towards automating your factsheet production process so that you are not only saving on time and costs, but also meeting the compliance and regulatory needs of your business.
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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?
Read nowA selection of engaging industry interviews with leaders in and around the asset & wealth management industry.
Interviews
Sam Shaw on April 24, 2019
We chat with Simon Ellis, global head of client segments at HSBC Global Asset Management, about untapped client markets, and areas of the market that are set for further scrutiny.
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Interviews
Leandi Kolver on March 25, 2019
Daryll Welsh, Head of Product at Investec Investment Management Services (IMS) comments on digital transformation in the South African investment space.
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Interviews
Sam Shaw on March 06, 2019
Kurtosys spoke to Schroders’ head of UK marketing Scott McKay about the roles of big brand work to the most granular communications and offers some smart advice for marketers without the deepest of pockets.
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 nowThe latest release news from the Kurtosys platform.
Kurtosys Platform
Leandi Kolver on May 14, 2019
The latest Kurtosys release includes further enhancements to the DocPress Document Production Center and Document Management modules, enabling you to distribute documents directly to FundInfo from the DocPress Document Production Center and manage your documents with more ease.
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Kurtosys Platform
Leandi Kolver on March 14, 2019
The latest Kurtosys release includes further enhancements to the DocPress Document Production Center.
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Kurtosys Platform
Leandi Kolver on February 19, 2019
The latest Kurtosys release comprises significant enhancements to the DocPress Document Production Center.
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 nowThoughts, opinions and resources for financial marketing professionals.
Digital Marketing
Elliot Burr on May 24, 2019
This week’s edition of Kurtosys Spotlight features Mary Jane Ajodah, social media mistakes, Byron Lotter, Europe’s biggest fintech, and a ‘new India’.
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Technology
Elliot Burr on May 22, 2019
Bitcoin is once again picking up pace after a troublesome 2018, so are 'crypto hedge funds' the future of the digital wealth world?
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Digital Marketing
Elliot Burr on May 17, 2019
This week’s edition of Kurtosys Spotlight features our psychological podcast with Dr Simon Moore, our successful storytelling webinar, neuroinclusion, and #MentalHealthAwarenessWeek.
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