Private Equity firms can vastly improve client engagement through digital technology. Kurtosys have the components to automate manual processes and improve marketing efficiencies.
Increase client engagement with an enterprise secure portal solution, packed with features for document distribution, digital client reporting and secure messaging and built to scale across your global investment operations.
Creating documents such as fund factsheets manually is a huge drain on resources and is prone to human error. The Kurtosys platform generates over 10,000 automated documents every month for a range of financial institutions globally. A workflow allows for marketing, compliance and operations departments to approve document production with pixel-perfect PDFs set to your brand guidelines.
A great website is the cornerstone of any financial services organisation. Simple, brochure style websites are no longer enough – your investors expect to engage with your services and brand digitally, and on any device. At Kurtosys we build specialist financial websites that not only look great and are secure, but are underpinned by a platform that can surface data, documents and content.
Bring your product data to life with cutting-edge Fund Tools and launch amazing product experiences and data visualizations, completely configurable to ensure correct and compliant display of key data points and disclosures.
If you service institutional clients, you probably want to place a lot of that content behind a login. After all, you are creating content for a very niche audience, so why not properly qualify your readers? It will also give you better insights to who is reading your content. But this doesn’t mean it has to be complicated for you or your users. The Kurtosys platform has a range of components to make the balance of public and private content easy.
The modern CMS is the digital marketer’s primary tool. The right one can enable enormous efficiencies in your organization, while the wrong one can stymy your firm’s ambitions. At Kurtosys we created WordPress for Finance to give marketers maximum control but with the balance of tools to deal with financial data, compliance and regulation.
Learn how we helped create Hermes Investment Management a data-centric cutting-edge digital experience for all their data, content and documents.View project
Read how Kurtosys assisted RWC Partners in their digital transformation with a responsive multi-site WordPress solution to cover 17 countries.View project
Whether you’re looking to build a brand new secure website or improve your data visualization, get in touch and we’ll be happy to show you.