Our mission is to empower financial services firms to build bigger and better business through sustained growth. We believe deeply in the power of digitizing client relationships, we believe in the transformation capability of enablement for sales teams, and we believe that technology can enable financial institutions to drive higher returns for their clients.
Through our platform we seek to achieve these goals for our clients and build deep, long-lasting partnerships. 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.
Through our platform we seek to achieve these goals for our clients and build deep, long-lasting partnerships. 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.
Services
The Kurtosys cloud provides a range of solutions for distribution leaders to empower their sales teams and partners. From fund buyer portals to presentation automation, Kurtosys sits at the heart of your buyer engagement cycle and drives efficiency in your team. Learn how Kurtosys collaborated with BMO Global Asset Management to build an enterprise global digital experience in six months.
Give your prospects and clients a place to browse your most important insights and product data at their leisure. Create the right cadence and touch-points prior to organizing a meeting. Allow your prospects the freedom to self serve through their buying process with your products. Our platform is specifically built for asset managers, meaning it includes all the fund data, compliance, and security features you require.
Sales presentation automation has finally arrived. Reimagine the power that a hyper-efficient sales support function can bring to your distribution team. Our platform works directly with Microsoft Office365, giving you the full power of PowerPoint and Word while maintaining deep integration with your digital assets and fund data.
The Kurtosys platform allows distribution teams to create beautiful, data driven documents that obey complex compliance rules and can be created instantly with the latest data. No humans required. Through our innovative workflow and health-check modules your team can catch and remediate issues before they escape into the wild, while management reporting and dashboards help you analyze the cause of recurrent problems.
Automate your fund commentaries and cement a consistent line of communication between your fund managers and clients. Kurtosys Documents allows marketing teams to automate the creation of periodic long-form marketing content, lowering time to delivery and creating capacity in the marketing team to create more engaging sales content for distribution teams and partners.
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Kristen Chambaline
Dec 04, 2018
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