Client Reporting: Keeping Clients Satisfied in a Volatile Market
Customer communication is the new competitive advantage
Thursday 11th June – Industry experts discuss the new demands from clients and how investment managers can leverage client reporting services to attract new business.
Client servicing is of paramount importance to the Institutional Asset Management market, in terms of both client winning and retention. As the demand for precise, secure and transparent data surges it is pertinent to address the challenges faced in offering a comprehensive Client Reporting service.
In a roundtable Web event on Thursday 11th June, a panel of industry experts will discuss the essentials of middle and back-office operations, including:
Meeting strict deadlines
Satisfying specific client personalisation and content demands
Producing marketing quality results that reflect the inner workings and ambitions of the organisation
Delivering clear, precise, transparent and retrievable data
Streamlining cycles to reduce pressure on IT departments and allow Client Service Professionals to focus on their core activities
Cutting overheads by reducing the need for manual input
Client Reporting as a way of differentiating from competitors
Simon Cornwell, Sales and Marketing Director at Vermilion Software, will be on the debate panel discussing his experiences and insights into client communication.
The virtual roundtable event will take place at:
To register or learn more about this event please go to www.regonline.co.uk/clientreporting