Client Reporting: Next Generation Platforms

In this research, we explore how client report production is evolving to meet changing industry dynamics and discuss what methods and solutions are available to streamline and support reporting across multiple technology platforms.

This research is a continuation of Investit’s focus on client reporting and developing more client centric products and services. 

Goals

Our research on Client Reporting: Next Generation Platforms focuses on the following goals:

  • Identify industry trends and drivers of reporting change that will highlight what investors expect and how investment firms and asset servicers can satisfy those expectations efficiently and cost effectively.
  • Discuss current practices, organisational structures, key challenges and opportunities for change in delivering optimal reporting services.
  • Examine emerging technologies that could innovate the current client reporting infrastructure and discuss the value proposition of emerging technologies such as natural language and artificial intelligence applications.

Scope

This research will focus on the following areas:

  • Identify industry trends and drivers of reporting change that will highlight what investors expect and how investment firms and asset servicers can satisfy those expectations efficiently and cost effectively.
  • Discuss current practices, organisational structures, key challenges and opportunities for change in delivering optimal reporting services.
  • Examine emerging technologies that could innovate the current client reporting infrastructure and discuss the value proposition of emerging technologies such as natural language and artificial intelligence applications.