Client Communications Strategy and Execution for a Leading Asset Manager

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Client Communications Strategy and Execution for a Leading Asset Manager

Citisoft was engaged by a leading Investment Manager to conduct a detailed Client Communications Strategy in support of the firm's long-range business goals. The detailed assessment identified key challenges and risks associated with the current resource, process, and technology components of the firm's client communications reporting function and recommended technical and operational improvements to better enable the business' vision.

Domain: 
MIDDLE AND BACK OFFICE / Client Reporting / DATA AND REPORTING / Data Storage and Delivery / Reporting and Business Intelligence
Service: 
ASSESS / Strategic Assessment and Planning / DESIGN / System Selection / Operating Model Design / DELIVER / Systems Implementation / Upgrade / Business Process Re-Engineering / Program Management Office

Related Content

  • A Solution-based Approach to Client Communications

    July 14th, 2008

    The client reporting and communications experience within the Investment Management community has been marked by lost revenue, increased cost, poor service levels and a risk model plagued with manual processes and high error rates. As issues continue to mount, leading Investment Managers are moving beyond tactical concerns and embracing the opportunity that exists in the reports that are often the primary interface to their clients.

  • Current Challenges in Client Communications

    June 16th, 2011

    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.