ESG: The Key Players
ESG investments are key for our customers in the coming years. Here is a brief run down of the main players in the ESG ecosystem and how they fit into the overall picture: Data Providers: Sustainalytics: ESG research and data. The company history stretches back to ’92 and has some of the deepest experience in […]
Nordea
Nordea are one of the best performing EU focused asset managers. They use DXM, Studio, and Data to power their site and fund buying experiences: https://www.nordea.lu/en/professional/funds/?tab=all-funds (Fund center) https://www.nordea.lu/
M&G
M&G use Kurtosys Data and Studio to power their fund buying experience. They currently use Sitecore but are switching to AEM. https://www.mandg.co.uk/adviser/fund-prices-performance/ (fund finder) https://www.mandg.co.uk/adviser/ (mini fund finder) https://www.mandg.co.uk/adviser/funds/absolute-return-bond-fund/gb00bd6ffq03/ (product pages)
BNY Mellon Pinpoint
A communities portal that allows BNY’s institutional sales team to build portfolio analyses for their clients. The below video is a deep dive into both the use case and functionality of the pinpoint tool. https://vimeo.com/397181619
Sales Training 101: Curriculum
They key to selling Kurtosys is a complete understanding of our product, industry, value proposition, and our sales process. This curriculum provides a structure for self-study to allow a new or existing sales person to build up this knowledge. Industry Our Clients Mutual Funds North America Europe Alternative Managers Wealth Managers Personas Marketing: CMO / […]