List of Kurtosys Platform Customers
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United Kingdom
Since 2010, our global team of researchers has been studying Kurtosys Platform 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 Platform for CRM and Investor Relationship 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 Platform for CRM and Investor Relationship Management include: Generali Investments, a Italy based Banking and Financial Services organisation with 2200 employees and revenues of $330.0 million, Redwheel, a United Kingdom based Professional Services organisation with 172 employees and revenues of $115.0 million, Boston Partners Assets Management, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Kurtosys Platform, 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 Platform 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 |
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Boston Partners Assets Management | Banking and Financial Services | 10 | $1M | United States | Kurtosys | Kurtosys Platform | CRM and Investor Relationship Management | 2017 | n/a |
In 2017, Boston Partners Assets Management implemented the Kurtosys Platform for CRM and Investor Relationship Management to power its fund centre and dynamic product pages. The deployment was executed in the United States and the organization initiated a site redesign effort in 2021 that targeted websites, CRM, and investor experience to extend the initial implementation.
The Kurtosys Platform implementation automated product page creation from structured data feeds and delivered templated dynamic product pages alongside a secure training portal. Configuration work focused on centralized content management, data feed ingestion and mapping, and automated publishing workflows to streamline content production and reduce manual page assembly.
Operational coverage centered on the marketing team and investor facing web channels, with governance implemented through role based access controls and content approval workflows to manage publishing. The secure training portal provided a controlled channel for internal education, and the overall deployment improved content management and time to market for the marketing organization.
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Generali Investments | Banking and Financial Services | 2200 | $330M | Italy | Kurtosys | Kurtosys Platform | CRM and Investor Relationship Management | 2017 | n/a |
In 2017, Generali Investments implemented Kurtosys Platform for CRM and Investor Relationship Management. The engagement consolidated three separate web estates into a unified WordPress multi-site and an interactive fund explorer covering approximately 35 websites across four languages for Generali in Italy and broader European operations.
The Kurtosys Platform deployment centralized fund data used by public websites and investor portals, delivering a unified data model to reduce duplication and support consistent investor experiences. Functional capabilities implemented included the interactive fund explorer, multi-site content management via WordPress, and centralized fund data services that feed investor-facing pages and portals.
Integrations were provisioned to connect centralized fund data with external market data and CRM workflows, explicitly enabling Morningstar integration and provisioning for a planned Salesforce integration to extend CRM and distribution workflows. Operational coverage focused on distribution and investor relations teams across Italy and Europe, consolidating content and data sources to support multilingual localization and regional governance.
Governance changes emphasized a single data model and centralized content management to remove duplicated fund records and streamline future system connections, enabling further integrations and distribution orchestration through Kurtosys Platform.
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Redwheel | Professional Services | 172 | $115M | United Kingdom | Kurtosys | Kurtosys Platform | CRM and Investor Relationship Management | 2017 | n/a |
In 2017 Redwheel deployed the Kurtosys Platform in the United Kingdom to support CRM and Investor Relationship Management. The engagement delivered a responsive WordPress multisite investor website and integrated fund data feeds, enabling automated factsheet creation and PDF document generation across 17 country sites and two investor types for investor reporting and websites. Implementation combined the Kurtosys Platform content and data services with WordPress multisite presentation to centralize investor content delivery.
The Kurtosys Platform functioned as a single data source, driving document automation and removing manual compilation of investor materials, which reduced manual effort and lowered compliance risk. Operational scope centered on investor reporting and website publishing workflows, with automated factsheet production and PDF generation implemented as core functional modules. Governance emphasized central data orchestration and templated document workflows to ensure consistent investor outputs across the 17 country sites.
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