Patrick McKenna

Chief Revenue Officer Kurtosys

Patrick oversees the commercial and product related activities at Kurtosys, a leading solutions provider of client reporting, client portals and multi-region websites for the investment management industry. Having spent the last twenty years working on both the buy and sell side, Patrick has a wealth of experience in most areas of investment technology, ranging from client reporting and digital through to trading and risk. For the last ten years he has stewarded the build out of the Kurtosys Cloud platform and is a keen proponent of the modernization of the IM tech stack via the cloud, a topic he speaks about regularly at industry events.

Day 1 | 11th March

1:00 PM Workshop: Shaping the future of the investor experience

- Are we investing enough in AI and other emerging technologies? 

- Are we meeting the current and future needs of our clients? 

- Are we using the right in-house or outsourced operating model? 

Client portals: With 85% of firms providing or planning to implement portals, we’ll discuss how intuitive, customisable platforms enhance client satisfaction and enable self-service capabilities.

The client experience advantage: As client satisfaction becomes a key differentiator, discover why outsourcing is on the rise and how it enables scalability while meeting evolving reporting needs.

The resource challenge: Considerations when upskilling marketing teams for data-driven and digital-first strategies.

Check out the incredible speaker line-up to see who will be joining Patrick.

Download The Latest Agenda