Kurtosys

Kurtosys empowers financial services firms to create powerful investor experiences and lasting customer relationships through efficient automation of key sales, marketing and customer service processes. Founded in 2002, Kurtosys was funded from Silicon Valley investment and operates across three global offices. The company works with some of the world’s largest financial brands, including banks, wealth managers, mutual fund providers and alternative investments.

Kurtosys Use Case Example

Expansion

Deal Team