Kurtosys

It’s been a great day at TSAM – The Summit for Asset Management London, with many attendees stopping by our stand to meet the Kurtosys team. Patrick McKenna hosted a thought-provoking roundtable on The digital evolution of fund buying: Meeting the modern investor, where the discussion focused on how asset managers can better engage with today’s digitally native investors through more seamless, personalised experiences. The energy across the event has been fantastic – thanks to everyone who’s come by to connect, share ideas and explore what’s next for the industry. #TSAMLondon #DigitalExperience #InvestmentManagement #ClientEngagement #Kurtosys Foxon Media

TSAM – The Summit for Asset Management London is in full swing. Visit the Kurtosys team at Booth A1 to connect with Tania Odendaal, Guillaume Danloy and Holly Judge. At 10:45, Patrick McKenna will open the Marketing & Client Services stream D, and at 14:00 will host a roundtable on The digital evolution of fund buying: Meeting the modern investor. Following that, at 14:45–15:15, Sunil Odedra and Sagar S. will take part in a fireside chat: Humans vs AI – A Marketer’s Guide for Digital Experience. We’re looking forward to insightful conversations and sharing how we help investment managers deliver better digital experiences. #TSAMLondon #DigitalExperience #InvestmentManagement #Kurtosys Foxon Media

Accessibility isn’t a checkbox—it’s the foundation of great digital experiences. From fund reports to client portals, ensuring accessibility means better engagement, compliance confidence, and a future-ready business. From 28 June 2025, the European Accessibility Act (EAA) will require financial services firms—including asset managers—to ensure their digital products and client communications are fully accessible. Read the full blog article here: https://bit.ly/4jgjEnx #Accessibility #EAA #AssetManagement #RegTech #ClientEngagement #Fintech #AssetManagement #Digital #Reporting 

📊 One-size-fits-all reporting? Not anymore. Our latest survey found that only 8% of asset owners can provide fully customised reports. With increasing demand for personalised, data-driven insights, asset managers must rethink how they deliver reports. But where do you start? Standardised reports often fail to deliver the specific insights, formats, and metrics that stakeholders need. 📖 Download the Client Reporting Playbook—your step-by-step guide, backed by real data and industry recommendations, to meeting these evolving expectations. 💡 The future of reporting is custom. Be ready: https://bit.ly/41iqvW2 

We're proud to sponsor the Marketing & Client Services stream at TSAM – The Summit for Asset Management London 2025. 📅 8 April 2025  📍 Business Design Centre, London Visit us at stand A1 to see how we help investment managers simplify and scale their client communications.  Register now: https://lnkd.in/d2FZs46h #TSAMLondon #AssetManagement #ClientExperience #DigitalInnovation #InvestmentManagement 

Is your reporting strategy keeping pace with rising investor expectations?  Our latest survey of 65 investment managers reveals the growing demand for personalised experiences, the push toward automation, and the persistent data challenges that firms still face.    Curious about what’s next for investor servicing and reporting? #InvestmentManagement #ClientReporting #Customisation 

There's still time to register! ⌛ Join our webinar with SiteBox today as we explore the future of digital client engagement in asset & wealth management.💡 We’ll cover: ✅ Adapting to evolving client expectations ✅ Using AI & personalisation to enhance experiences ✅ Balancing human interaction & automation 🔗 Register now to secure your spot 🚀 https://lnkd.in/eYZhMqKV #WealthManagement #DigitalEngagement #Fintech #AssetManagement #Digital #ClientEngagement

We are looking forward to our webinar next Tuesday, 25 March in partnership with SiteBox, where we’ll discuss the future of digital client engagement in asset and wealth management. 💡 Join us where we will be discussing: - How to adapt to evolving client expectations in an increasingly digital-first world - Ways to leverage AI and personalisation to enhance the client experience - Striking the right balance between human interaction and automation 🔗 Register now to secure your spot 🚀 https://lnkd.in/eYZhMqKV #WealthManagement #DigitalEngagement #Fintech #AssetManagement #Digital #ClientEngagement

🌟 A huge thank you to everyone who joined us at The Ivy in London yesterday! Together with our partners, SiteBox and Alpha FMC, we had an engaging afternoon diving into the future of digital client engagement in asset and wealth management. It was fantastic to be joined by senior leaders from Marketing, Digital, Sales Enablement, and Digital Experience teams across leading asset managers. The discussions were lively, with robust debate around how the industry is adapting to evolving client expectations, the rise of personalised digital experiences, and the role of technology in driving engagement. Missed the event? Join us for our follow-up webinar next Tuesday, 25 March, where we’ll continue the conversation with John Hennessey and Deepak Arora of Alpha FMC, alongside Steve Dale, UX & Digital Experience Director. 🔗 Register now to secure your spot 🚀 https://lnkd.in/eYZhMqKV #WealthManagement #DigitalEngagement #Fintech #AssetManagement #Digital #ClientEngagement

Is IT bottlenecking your report distribution?  📊 52% of firms still rely on IT to customise how reports are delivered to clients. But with automation, there’s a smarter way.  Efficient, automated reporting isn’t just about saving time—it’s about delivering accurate, timely insights that clients expect. 🔎 How are leading investment managers handling customisation? Explore in our latest survey findings.  🔗 https://bit.ly/41iqvW2 #Assetmanagement #Automation #ReportingEfficiency #Whitepaper #ClientExperience