Client Reporting

Watch Webinar Recording

Building a compelling business case for automated client reporting

Get a return on investment (ROI) from your client reporting

Learn how you can improve the automation and customization of client reporting so that you have more time to spend with clients building relationships. Watch the full webinar to learn more.

Hear Bill Butterfield, an Analyst at Aite Group discuss the many challenges institutional asset managers and private wealth managers face in terms of client reporting. Damian Bryan, COO at SimCorp Coric discusses the Top 10 client reporting ROI drivers.

Download and watch the webinar to learn about:

Check mark icon Today’s key client reporting issues

Check mark icon How to measure client reporting ROI

Check mark icon Which cost savings contribute to profitability immediately at go-live and which are on-going

Check mark icon Spending more time with clients, at the same time as cost-saving

Check mark icon How long it takes to achieve ROI

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