Cutting-edge digital resources for financial marketeers

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.

Webinars

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.

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Webinars


Webinar: Cybersecurity and the New Definition of ‘Adequate’


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


Webinar: WordPress for Finance – Enabling Digital Transformation


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


Webinar: The Future of Marketing in Financial Services


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.

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White Papers & eBooks

Useful reports to assist fund marketing professionals in the financial services industry.

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White Papers


MiFID II for Asset Managers: Threat or Opportunity?


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


Future of the Asset Management Industry – Eight Perspectives


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


Improving Sales Enablement for Asset Managers


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.

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FundPress Screencasts

Explainers and walk-throughs of the advanced functionality of Kurtosys' FundPress platform.

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FundPress


See all of your fund data in one aggregated view


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


Managing your fund document display and distribution in 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


How to manage fund entitlements using segmentation lists


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.

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Insight Videos

Representatives from Kurtosys explain how our digital services can help solve operational and marketing issues for asset managers.

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Videos


Why ISO 27001 Certification matters to Kurtosys


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


The benefits of using WordPress for fund marketing campaigns


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


Why two Databases are better than one


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.

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Infographics

A selection of infographics we’ve created over the years around the asset management industry.

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Infographics


Recent Events in Fund History


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


Asset Management in the Social Era


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


12 Facts About B2B Digital Marketing


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.

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Galleries

A 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.

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Galleries


The 50 Best-Designed Asset Management Websites


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


Investor Portal Features Gallery


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


Fund Data Visualization Tools


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.

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Fund Marketing Blog

Read our FinTech blog for innovative fund marketing and investor servicing professionals.

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Regulation


Five key MiFID II issues every fund marketer should be worrying about


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


Friday Fund Marketing Roundup #49


Luke Hinchliffe on July 21, 2017

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Fund Marketing


Generating Income in Today’s Low Interest Rate Climate Takes Creativity


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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