TSAM London: Kurtosys on AI, Data Quality, and Operational Efficiency in Investor Communications

At TSAM London, Patrick McKenna from Kurtosys laid out a compelling case for how investment managers are tackling the digital transformation of investor communications. Kurtosys plays a critical role in this as they are responsible for producing all the collateral needed for client reporting and sales support.

The core technology challenge for these firms is achieving excellent data quality and operational efficiency to ensure they are seen as one of the industry’s top investment managers. To help clients meet this goal, McKenna highlighted that Kurtosys’s solution is heavily focused on AI which involves using their tech stack to automatically identify data issues before they ever reach a client. Furthermore, McKenna explained that they are working to create major efficiencies in the operational workflow, allowing existing teams to be more efficient and provide an exceptional client experience. 

McKenna acknowledged that investing in new technology is a significant undertaking and requires investment not just in vendor spend but also in the time of people across the organization. To ensure a fast and effective ROI, Kurtosys makes a point of lowering the time to delivery for new capabilities compared to traditional methods. They achieve this by structuring their work, whether it’s digital transformation or investor report production, to be delivered incrementally. The clear outcomes of this approach are an enhanced investor experience, lower risk of breaching operational risk controls, and a noticeably better perception among investors.

The key, McKenna stressed, is achieving these positive outcomes quickly. Kurtosys ensures this success by partnering closely with clients and these partnerships focus on their data architecture and establishing necessary governance controls early on. By taking this approach, investment managers benefit from the wealth of experience Kurtosys has gained working with many other firms in the industry.