The 4 pillars of an optimised factsheet production process

Presented by

Garth Alistoun, Director of Document Production, Kurtosys

About this talk

We all know what’s real. It’s here, now, and very specific. To achieve real growth, you need to meet the needs of modern investors, which can only be done by providing a powerful, fast investor experience. In this webinar, Garth Alistoun, Director of Document Production will outline how to optimise the factsheet production process. Register now to learn: • Communication norms for maximum gain • An optimised process for aligned expectations (timeline, urgency and feasibility) • The value of a partnership mindset • The critical importance of a data competency

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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.