Current Challenges in Client Communications

Regardless of whether you call it Client Reporting or Client Communications, investment managers are seeing increased activity in this functional area based on current market conditions, increased regulatory scrutiny, and client expectations. This edition of Citisoft Industry Perspectives looks at the current challenges in client communications and brings together topics and thoughts from a number of recent industry conferences that were chaired by Citisoft, in addition to feedback from our client bases in the US and Europe.

Specifically, we look at the experiences of service providers and asset managers regarding:

• The demand for and take-up of electronic distribution and presentation of reports and data
• Perceived impacts on client service delivery
• The importance of objective thinking when designing client reports and why accurate data is not always enough