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


The Asset Management Digital Marketing Survey 2017


Luke Hinchliffe on October 10, 2017

Kurtosys surveyed its global community of investment marketing professionals to uncover digital marketing objectives, investment plans, technology preferences, distribution channels and more. Download the report.

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White Papers


Modern Trends in Financial Document Distribution


Elliot Burr on August 14, 2017

With the increasing need for an asset manager to maintain a positive relationship with their investors; we look at the costs, integrations, collaboration, adoption, regulation and security of financial document distribution.

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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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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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