List of Kurtosys Document Customers
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Since 2010, our global team of researchers has been studying Kurtosys Document customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Kurtosys Document for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Kurtosys Document for Document Management include: Standard Life Aberdeen, a United Kingdom based Banking and Financial Services organisation with 4719 employees and revenues of $1.90 billion, Generali Investments, a Italy based Banking and Financial Services organisation with 2200 employees and revenues of $330.0 million, BMO Global Asset Management Canada, a Canada based Banking and Financial Services organisation with 250 employees and revenues of $40.0 million, Tavistock Asset Management United Kingdom, a United Kingdom based Banking and Financial Services organisation with 60 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Kurtosys Document, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Kurtosys Document customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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BMO Global Asset Management Canada | Banking and Financial Services | 250 | $40M | Canada | Kurtosys | Kurtosys Document | Document Management | 2018 | n/a | In 2018 BMO Global Asset Management implemented Kurtosys Document as part of a global web and content program to support its marketing and fund distribution channels, using the Document Management capabilities to centralize access to product documents. The implementation addressed a large multi-site requirement, delivering 67 in-country websites and more than 1,300 pages in multiple languages, alongside a fund center designed to surface up to 500 share classes and approximately 5,000 associated documents for regional investor types. The technical configuration combined Kurtosys Digital Experience Management with a multi-site CMS approach and modular page components to enable responsive templates and rapid local edits, and it included a standalone document library and a Fund Center explorer interface. The Fund Center delivered custom filters, annualised and cumulative performance charts, and structured fund metadata such as fund facts and manager details, while Kurtosys Document and Kurtosys Documents were used to store, index, and deliver product PDFs and supporting collateral. Integration and operational architecture relied on Kurtosys APIs to push data and documents into the platform and on Cloudflare CDN to improve global page load performance. Kurtosys Data was used for bulk data management and self-service updates, enabling marketing teams to maintain content without deep technical intervention, and the CMS selection emphasized ease of use for distributed marketers. Governance was structured for decentralized authoring, empowering local marketing teams with minimal training and small-team agile collaboration to accelerate rollouts and reduce supplier coordination overhead. Project delivery was managed as a single-provider engagement to align design, DXM configuration, data ingestion, and document management workflows across global sites. The program met its stated delivery timeline, going live within the six month target and completing Phase one of a broader roadmap, with further platform functionality planned by BMO Global Asset Management. The implementation explicitly connected Kurtosys Document Document Management to marketing, client communications, and fund operations, enabling self-managed document and data workflows across the global site footprint. | |
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Generali Investments | Banking and Financial Services | 2200 | $330M | Italy | Kurtosys | Kurtosys Document | Document Management | 2019 | n/a | In 2019, Generali Investments implemented Kurtosys Document on a unified multi site WordPress platform to consolidate multiple fund web properties across jurisdictions. The deployment supported around 35 sites in multiple languages and targeted regional coverage including Luxembourg, Germany and global fund communications. Kurtosys Document was configured as the Document Management layer to centralize fund data, content and documents. Module usage emphasized document management and fund document distribution, with a unified data model, standardized metadata schemas and templated document delivery to enforce consistency in document presentation. The implementation integrated fund data, content and documents into the centralized platform to enable single point publishing and distribution workflows across sites. Operational scope included investor communications and fund reporting channels, with content and document publication orchestrated from the central Kurtosys Document repository to each site instance. Governance changes established a unified data model and cross site consistency controls, standardizing document metadata and distribution processes across jurisdictions. The project narrative highlights improved cross site consistency and centralized control of fund documents as primary structural outcomes. | |
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Standard Life Aberdeen | Banking and Financial Services | 4719 | $1.9B | United Kingdom | Kurtosys | Kurtosys Document | Document Management | 2020 | n/a | In 2020, Standard Life Aberdeen implemented Kurtosys Document as a Document Management platform to centralise fund marketing documents and automate factsheet production. The case study reports a unified Kurtosys Cloud solution producing approximately 7,500 documents in 11 languages per month, supporting multiple fund ranges and a global marketing footprint. Implementation focused on document and factsheet automation along with a document hub capability, with Kurtosys Document configured to support template driven generation, multi language variants, and automated batch publishing workflows. These Document Management functions were applied to high volume factsheet production, enabling scheduled generation and content assembly from structured data sources. The deployment covered Aberdeen's global fund marketing operations and multiple regional teams, operating as a centralised cloud platform to standardise content, approvals and governance across sites. Governance improvements reported include stronger central control over marketing collateral, unified versioning and audit oriented workflows to support compliance and regional distribution. Outcomes reported by the provider include scaled production, cost reduction and improved governance across regions, driven by the automated Kurtosys Document Document Management solution. | |
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Banking and Financial Services | 60 | $1M | United Kingdom | Kurtosys | Kurtosys Document | Document Management | 2020 | n/a |
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