Standing room only at the first breakout session in the marketing and client services stream! A great panel of experts discussing the future of interaction and meeting the expectations of a new, more digital savvy client. #TSAMLondon

Anneliese, our Head of Marketing shares her perspective on attending her first in-person Kurtosys Client Day event in London recently. After years of restricted travel, the event was a breath of fresh air, allowing her to connect with clients face-to-face. bit.ly/42yBQjp

Discover how recent bank collapses and the emergence of retail investment management shed light on the importance of Consumer Duty. Dive into the blog to understand how it intersects with current financial trends. bit.ly/43OWIUT

Grant Swart, Associate Head of Product at Kurtosys, outlined our product vision at our in-person client day hosted in May. Read more here. bit.ly/3pAAt6i #Saas #ClientDayLondon #ReportingAutomation #ProductDevelopment #Investmentmanagement #fundcenter

In today's rapidly evolving business landscape, sales teams need to adapt and embrace digital resources to stay competitive and achieve success. Read Jay’s take on the topic after attending a panel presentation at TSAM London last month. #SalesTechnology bit.ly/44ubqRy

How can you effectively allocate your organization's time and resources to achieve 'customization'? According to Patrick McKenna, the key lies in selecting the appropriate technology partner and implementing four straightforward steps. bit.ly/474E4KJ

After conducting a recent survey, we found that only 8% of organizations are fully automated, leaving a lot of room for improvement. Our Associate Head of Product, Grant Swart, looks at the future of client reporting ahead of TSAM New York on 31 October: bit.ly/491LmQL

Lee Godfrey, CEO at Kurtosys, highlights the year's achievements and learnings, with a commitment to enhancing client experience and delivering products that help build resilience and empower our clients in this complex landscape. We are ready for 2024. bit.ly/3tnhle5

Should investment managers focus on data and streamlining processes before spending on artificial intelligence? Read more here: bit.ly/3Hc1sKU #DataManagement #investmanagement #technology #fundreporting #AI #compliance

Formally a national accounts salesperson, Brad Burgunder, Client Relationship Manager at Kurtosys quickly learnt that having access to updated and compliant data is not just a convenience—it's a competitive edge. 💼📈 🚀 bit.ly/3SDCEkg #Compliance #StudioForOffice

📢 InvestOps Orlando is just around the corner! Save the dates: March 11-13.📆 You can read the article and watch our interview Northern Trust's John Desmond here: bit.ly/49jEQ7z #InvestOps #Conference #FutureOfClientReporting #InvestmentReporting

J.P. Morgan Asset Management‘s $400 million annual investment in technology is just one example of how firms are leveraging AI to stay ahead. However, balancing optimism with pragmatism is crucial as we navigate this journey. bit.ly/3RkJBXj

As we look ahead, our commitment to strategic communication, innovation and regulatory compliance will guide us through the rest of 2024. Read the full blog for an in-depth look at how we’re navigating these challenges: bit.ly/3zwZK5Z

We're excited to share how our integration option with Snowflake can simplify your data processes and enhance report generation. Our perspective might support you in navigating the path.  bit.ly/3y73YAY #DataIntegration #Snowflake

The investment management industry is undergoing rapid transformation. To thrive, firms must prioritise client experience and embrace a product-led approach inspired by tech companies. Read more here: bit.ly/4dndbEP #TechInnovation #ConsumerDuty #ClientExperience

Innovative and client-centric portals are shaping the future of investor communications. In anticipation of TSAM, Michelle Wright, our CPO, and Sunil Odedra, CTO at Kurtosys shared their insights on developing client-led portal experiences: bit.ly/3XiW7Jg

When you work with investment portfolios and fund data, you need to consider service providers that include the right level of information and cyber security and those that don't. We take you through important aspects to help you make an informed decision. bit.ly/3NKVmEw

Are data challenges slowing down your investor reporting? In investment management, accurate and compliant data is non-negotiable—it’s the backbone of reliable client reports, fund factsheets, and digital collateral like fund centres and portals. #Data bit.ly/4fxUM9m

Establishing a robust framework, understanding regulations, and mitigating risks are key strategies for building trust in AI. Read more in your latest blog article: bit.ly/3BFl5f6

From fee pressures to AI-driven investing, Funds Congress made one thing clear: asset managers must evolve—or risk being left behind. With digital transformation accelerating and alternative assets gaining traction, what strategies will set firms apart? bit.ly/4aSM0ky