White Papers & eBooks

A selection of white papers and eBooks to assist professionals in the Fund Marketing and Investor Servicing 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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White Papers


10 Ways Asset Managers benefit using Kurtosys


Mash Patel on October 21, 2016

What are the advantages of an industry class digital experience platform for financial services companies? What makes Kurtosys different from a design or marketing agency? Here are 10 benefits for asset managers using Kurtosys.

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White Papers


The Investment Management Digital Marketing Survey 2016


Luke Hinchliffe on October 10, 2016

In our third annual digital marketing survey, we report on the array of technology and digital touch points investment marketers utilize as they are pressured to increase sales and efficiency, with some enlightening results.

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White Papers


Outsourcing vs In-House IT


Elliot Burr on June 29, 2016

In-house IT teams are struggling during the shift to digital, as clients are expecting asset managers to keep up. Here we take a look at: • Pros & Cons of using Internal IT vs Outsourcing • The Future of Outsourcing • Migrating to the Cloud

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White Papers


Fund Marketing – A Millennial’s Perspective


Luke Hinchliffe on May 16, 2016

Sarah Mardiney (a Kurtosys millennial!), gives her perspective on Robo-Advisors, Advertising & Infographics in fund marketing, explaining how certain fund advertising has an effect on her generation.

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White Papers


How metadata can improve document distribution


Mash Patel on May 11, 2016

Are you still distributing and entitling your financial documents through folders? Learn how using metadata tags at the document level can enable automatic entitlements and distribution for investors in this one-page white paper.

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White Papers


Kurtosys Insights: US Advisors Perspective


Courtney McQuade on April 06, 2016

Financial advisors are on the front line when it comes to using digital technology for investment management. We asked senior US advisors some topical industry questions and their opinions on the tools that they use regularly.

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