Deutsche Bank Spain: New Investment Report Experience

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12 April 2019
Ashley Longabaugh and David Himmel

Winner of Celent Model Wealth Manager 2019 Award for Client Experience

Abstract

Celent recognizes Deutsche Bank Spain as the winner of the Model Wealth Manager 2019 Client Experience Award for its initiative New Investment Report Experience.

Deutsche Bank Spain dramatically overhauled its investment reporting capabilities. Embracing design thinking and agile methods, a modular set of 25 report frames were built to offer top-to-bottom information from a portfolio global overview down to the very details of tax lot levels. Twelve frames now form the core of quarterly report deliverables, while the remainder are available on an ad hoc basis for advisors as supplementary material.

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Insight details

Insight Format
Reports
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America