Using Automation to Improve Delivery of Your Investor Experiences

Presented by

Julie Watts, Head of Pre-Sales, & Julia Quickfall, Senior Product Manager at Kurtosys

About this talk

Automation is becoming essential to providing a powerful investor experience. By using automation, you can improve time to market, reduce costs, and mitigate risk while improving the overall investor experience. Please join us for a discussion on how automation can take your growth to the next level. The Agenda: •What are investors looking for in an asset manager? •What is automation in asset management? •How can automation set you apart? •Additional benefits of automation •Are you ready for automation?

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Kurtosys empowers financial services firms to create powerful investor experiences and lasting customer relationships through efficient automation of key sales, marketing and customer service processes. The company provides an end-to-end digital experience platform (DXP) that enables firms to create, manage, publish and optimize all their financial data, documents, websites and content in a secure, compliant environment. As a result, it is trusted by the world’s leading investment brands to mitigate their risks and reduce their costs while providing the agility to ensure they are first to market. Kurtosys solutions include secure websites and portals, interactive data tools and apps, automated sales presentations, marketing collateral and reporting and document libraries.   Kurtosys infrastructure and technology is underpinned by global ISO-27001 certification in information security management, and Kurtosys teams have a deep understanding of working at scale with data, information design, industry regulations and compliance issues. Founded in 2002, Kurtosys was funded from Silicon Valley investment and operates across three global offices, employing over 200 people. The company works with some of the world’s largest financial brands, including banks, wealth managers, mutual fund providers and alternative investments.