Tuesday, October 3, 2023
3:30 PM - 4:15 PM (EDT)
Client Engagement Track – Digitizing the Customer Reporting Experience: Innovate or Be Left Behind

As key regulatory dynamics as well as market and technology trends force unprecedented change, client reporting vendors are keeping up with changing demand and driving competitive differentiation through omnichannel client reporting and analytics. Additionally, clients’ insatiable demand for more from the digital client experience and new tools such as predictive and on-demand reporting is having an outsize influence on the next generation of reporting solutions.              

This panel will consider:

  • What new product and service enhancements wealth managers are demanding from client reporting vendors
  • How leading firms are executing a client reporting proposition supporting the upcoming largest transfer of wealth ever
  • How firms are future-proofing their solutions to adapt to regulatory changes
  • How client reporting vendors are integrating nontraditional securities into the reporting process
Wally Okby