Transformation in Client Reporting: A Route to Enhanced Client Centricity

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To improve client confidence, wealth managers have focused on reporting structures to increase transparency and achieve client centricity. Younger high net worth individuals prefer to obtain portfolio reports anytime, anywhere instead of batch reporting at regular intervals. To provide real-time reporting, wealth management firms are leveraging digital channels and reassessing data management and decision-support capabilities, […]

To improve client confidence, wealth managers have focused on reporting structures to increase transparency and achieve client centricity. Younger high net worth individuals prefer to obtain portfolio reports anytime, anywhere instead of batch reporting at regular intervals. To provide real-time reporting, wealth management firms are leveraging digital channels and reassessing data management and decision-support capabilities, specifically those related to post-trade areas such as operational reporting, business intelligence, firm-level executive dashboards and client reporting.

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