Cutting-edge resources for asset management marketers

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.

White Papers & eBooks

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

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White Papers


Winning Digital Strategies for Asset Managers


Patrick McKenna on May 23, 2018

Marketing and servicing clients in financial services is challenging for a number of reasons. From increasing transparency to using automation, Kurtosys has a few pointers on how to build a winning strategy - and team - for your digital experience platform.

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White Papers


How Asset Managers are using M&A to Strengthen & Diversify


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


A-Z Asset Management Marketing


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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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: Moving the Conversation Forward


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


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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Platform Screencasts

Watch these short video screencasts to see some of our platform functionality and benefits.

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Kurtosys Platform


Introducing Kurtosys DocPress & Enhanced Admin Features


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


Using Kurtosys to store, manage & distribute all your financial documents


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


Introducing Snapshots, a new compliance feature in Kurtosys


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.

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Explainer Videos

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

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Videos


What is InvestorPress?


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


What is FundPress?


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


What is WordPress for Finance?


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

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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


Kurtosys Widget Gallery


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


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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Fund Marketing Blog

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

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Digital Marketing


AMMF #40: MiFID II backlash, crypto-revisit, Tony Hawk


Elliot Burr on June 22, 2018

This week’s round up brings you an ETF partnership, a crypto-fund revisit, MiFID II backlash and Tony Hawk on financial advisors.

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Digital Marketing


5 Fresh Ways Financial Marketers Can Improve Their SEO


Aljaz Fajmut on June 21, 2018

SEO is a continuous process. The end goal is to make our website more visible on Google and boost traffic and conversions, but also improve the user experience. If your SEO efforts are a bit dusty, in this article we’ll show you what finance marketers need to do to freshen up their SEO game.

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FinTech


The Fintech World Series: Portugal


Elliot Burr on June 18, 2018

Whilst Brexit troubles the UK’s financial world and entrepreneurs look elsewhere, sunny Portugal’s vibrant startup culture is providing an attractive post-Brexit base for fintechs, slowly looking to compete with Europe’s most prominently established fintech hubs.

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