So you think you're ready to launch your new client communications portal? Or perhaps you’re now assessing if your current approach to client reporting is fit for purpose? Before launching a client communications project, take a look at this four-step checklist to ensure you’re set up for success.


If you’ve answered yes to these checkpoints, you're in a good position to move forward with your client communications project. If this checklist raised more questions about your ideal client communications setup, we’re here to help.

SimCorp’s Digital Engagement Platform helps you stand out from your competitors. The cloud-native portal gives investors instant access to all the data they need to make an educated call, whatever the day, whatever the time. And our behavioral analytics mean you can see what your investors are interested in, before they ask for it. 

Get in touch

We can help boost your client communications strategy.

Just fill in your details and we’ll get in touch.