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

Join our Webinar: WordPress for Finance – Enabling Digital Transformation

Courtney McQuade on May 17, 2017

Join this live webinar (May 30th - 10AM EST/3PM GMT) 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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White Papers & eBooks

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

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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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White Papers


How your Salesforce CRM can manage Document Distribution


Luke Hinchliffe on January 24, 2017

We’ve identified a common problem facing asset managers - how to securely distribute the correct documents to the correct people. Download this one-page PDF to explain how we integrate with your Salesforce to achieve better distribution.

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White Papers


Five Insights From The Women in Finance Power 100


Courtney McQuade on November 21, 2016

We asked five esteemed members of the “Kurtosys Power 100: The Most Influential Women in Finance on Twitter” some questions around their social personas, the FinTech and FinServ landscape and more.

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Webinars

Video presentations hosted by Kurtosys and featuring guest speakers to offer smart insights into the ever-changing techniques within fund marketing.

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Webinars


Join our Webinar: WordPress for Finance – Enabling Digital Transformation


Courtney McQuade on May 17, 2017

Join this live webinar (May 30th - 10AM EST/3PM GMT) 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 now
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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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Webinars


Webinar: Wealth Management, a Digital Perspective


Courtney McQuade on February 21, 2017

Watch a replay of this interview with April Rudin, founder of The Rudin Group, a global wealth marketing firm. April brings us her unique perspective and first hand experiences on digital marketing trends in the wealth management industry.

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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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FinTech


Robo-advice must evolve into valuable financial planning


Tim Cooper on May 25, 2017

London-based wealth manager Stadden Forbes is planning to take robo advice to a new level by offering a comprehensive digital financial planning service.

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Digital Marketing


How fund managers succeeded at digital marketing in April & May


Andrew Byford on May 24, 2017

Throughout April and May, we’ve assessed how fund managers have used digital marketing to present the global market landscape to investment professionals.

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Technology


Cyber-Attacks: What Risk Does The Cyber-Security Skills Gap Pose?


Graham Jarvis on May 22, 2017

With cyber-security being a growing concern, one problem dogs those within the financial service industry: a shortage of cyber-security skilled personnel.

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