Can client reporting become a profit center?

Duration: 1 hour

You might be wondering if you can integrate cross-selling opportunities through client reporting interactions. Revamping the client reporting process involves a deeper understanding of your clients’ needs and a better understanding could lead to opportunities to expand your relationship. Clients may consider moving more of their assets to a firm that offers better support.

This webinar explores the potential windfall from overhauling client reporting:  

• How can you customize cross-selling suggestions into client reports?
• How should you respond to clients that resist cross-selling suggestions?
• Can improvements in client reporting help you keep a wavering client?
• Can the client reporting process work in conjunction with a customer relationship management (CRM) platform that would help pinpoint sales opportunities across a firm?
• What emerging technologies can help client reporting become a profit center?

Speakers: