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Recent Posts
- Is there ever a ‘single version of the truth’ for investment reporting?
- Managing the leap from vendor selection to service provider relationship
- Investment reporting: sophistication doesn’t have to mean complexity
- Three ways to tell if your client reporting is at the heart of your client servicing.
- Mandatory vs discretionary documentation: a tale of two processes?
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Client servicing
Three ways to tell if your client reporting is at the heart of your client servicing.
Insights -
Is your client reporting merely a ‘box’ at the end of the investment lifecycle that requires a tick for completion? Or is it just one element in a much greater sphere of influence that includes client service, marketing, performance and even compliance? Is your reporting a two-way street – offering tools where clients can interrogate their data – where the focus is on engagement and not just delivery? Do you offer room for feedback in your...
