Moving from client reporting to client communications

Reporting functions at most investment managers continue to under-deliver. Not only because they are failing to meet stipulated SLAs or reporting cycles, but because they do not add the financial or operational value that is possible within a client-centric delivery model.

In this report, we provide an analysis of today's environment, the challenges faced, the perception of the function, and how client communications is used today.

This market report outlines the key obstacles faced by your peers in their journey from functional client reporting to value-added client communications, and the missed opportunities of not focusing on the client experience.

Download the paper by filling out the form on the right to get our take on:

  • The main reason client communications is an under-invested area
  • The rise of centers of excellence‚ within firms like yours
  • How technology enables valuable client-centric activities
client reporting cover

Download the whitepaper