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      WEBINAR
      Client Reporting: The Shift in Delivery from Low-Value Data to High-Value Information
      4th October 2019
      //Client Reporting: The Shift in Delivery from Low-Value Data to High-Value Information

      Client reporting is not new to the wealth management industry; wealth managers are required to provide portfolio and investment reporting to their clients. With the aid of today’s fresh technology, wealth managers have an opportunity to ultimately deliver a better client experience — and what wealth manager wouldn’t want that in today’s environment? This webinar will outline market demands: client expectations, commercial needs, technological, and regulatory hurdles on the portfolio reporting industry, and how some of the key players are responding to these demands. The webinar concludes with Celent’s considerations of where the client reporting tools market is headed.

      Author
      Ashley Longabaugh
      Ashley Longabaugh
      Research & Advisory
      Ashley Longabaugh
      Details
      Geographic Focus
      Asia-Pacific, EMEA, LATAM, North America
      Industry
      Wealth Management