Wednesday, November 9, 2022
11:15 AM - 12:00 PM (EST)
Turning client reporting into digital engagement: How do leading companies support growth and retention?

As operating models continue to evolve, so too does client reporting. Client reporting is a key strategic resource for asset retention and new business that has evolved in parallel with other new and improved tools. These include digital content, sophisticated portfolio management, financial planning capabilities, practice management, and investment support. How are top companies keeping up with changing demand and driving competitive differentiation through omnichannel client reporting and analytics? How are these supported in a seamless, consistent manner?

This panel will discuss:  

  • What to know about critical client reporting trends and how they play into digital engagement
  • How to build digital videos/animation into the client reporting process
  • What it takes to evolve impact reporting and how it plays into business development
Wally Okby