Digital experience platform for asset & wealth management

Kurtosys

Kurtosys needed design and delivery capacity it could put in front of the world's largest asset managers. We have worked as their partner on end-client engagements for several years.

User ExperienceDevelopmentManaged Service

Sector: Asset & wealth management technology
Services: User Experience · Development · Managed Service
Relationship: Strategic delivery partner
Status: Ongoing

[03] The client

What they do

Kurtosys was founded in 2002 and gives asset managers fund websites, secure investor portals, factsheet and report automation, and data APIs, built for the infosec, compliance and record-retention requirements of regulated finance.

Its DXM product runs on WordPress but is tailored for enterprise, so managers can launch and maintain investor websites without custom development. The platform is used by some of the world's largest asset managers.

[04] The problem

What it was costing them

For a platform vendor, implementation capacity is the limit on growth, and the wrong delivery partner shows up in front of your largest clients.

For us, the work had to meet their security, compliance and process requirements without losing design quality. In this sector those requirements are neither light nor negotiable.

[05] What we did

The work

We work as their design and delivery partner on end-client engagements: UX design, implementation on the platform, and ongoing support across asset and wealth management.

That has included investor portals and global fund websites for some of the world's largest asset managers, three of which appear elsewhere on this site.

We run inside their delivery process rather than alongside it, which is what works when the end client is a global institution.

[06] The detail

Cleared by a regulated procurement process

Working inside a platform used by global asset managers meant passing their security, compliance and process requirements first. That is a procurement outcome rather than a marketing claim, and buyers in regulated sectors read it that way.

It is also a different kind of commercial relationship: recurring, pre-qualified and with no pitch cost. It is the model we now offer other agencies directly.

[07] Outcome