– Customer communication is the new competitive advantage
The competition to keep clients and attract new ones is fierce and many buy-side firms need to upgrade their client servicing models to keep up with the demands of a more sophisticated clientele. In this market environment, pension funds, corporations and institutional investors are demanding more transparency and in-depth data in client reports. In a virtual roundtable event, our panel of industry experts will discuss these new client demands and how both investment managers and hedge funds can build a client communication and reporting service that is both efficient and exceeds client’s expectations.
Date: 11 June 2009
Time: 14.30 – 16.00 (GMT), 15.30 – 17.00 (CET), 9.30 – 11.00 (EST)
Sponsored by Vermilion Software
Julia Schieffer, Founder & Editor-in-Chief, DerivSource
Simon Harris, Partner, Investment Solutions Consultants (ISC)
Julian Baines, Royal London Asset Management
Liz Jones, Senior Consultant, Mercer
Simon Cornwell, Director, Vermilion Software
*More panelists to be confirmed
Topics to be discussed by the panel
Customer Demands – What are the new and emerging demands from pension funds, corporations and institutional investors? What level of transparency do they require and what type of information do they need in client reports?
Evolving Role of Client Reporting – What role does client reporting play in customer service today? And how can buy-side firms leverage client reporting services to regain investor confidence?
Client Reporting as a Competitive Advantage – If better information and reporting services can help a firm retain clients, how can it be leveraged to attract new clients?
Building a Better Reporting Operation – What are the greatest operational challenges a firm faces when improving client reporting services in these volatile market conditions? And what are the key ingredients of a successful and well-organised reporting operation?
Data Management – What role does data aggregation play in information delivery to customers?
Risk Data Needs – How can investment managers and hedge funds support their client’s hunger for risk data?
Automation vs. Customisation – How to achieve greater automation of reporting processes without sacrificing customisation?
Best Practices – What are the established best practices for client reporting today?
Value-added Functionality – What valued-added services are now standard and what new functions will clients want tomorrow? How flexible should your Web-based reporting service be?