About the eBook
5 Trends Shaping the Next Generation of Client Reporting
What Wealth Management and Private Banking Leaders Must Do to Win
Client reporting is one of the most important and complex types of communications in the financial industry. According to Gartner, 76% of wealth management firms plan to increase investment in technology solutions to improve client reporting in the next few years.
This new eBook can help you understand how the wealth management industry is changing, why it’s so difficult to get your client reporting communications right, and provides advice on how you can tackle these issues.
Read this statistic-rich piece today to discover what industry analysts and experts are saying about these trends:
● How the $68 trillion generational wealth transfer creates urgency for better digital experiences
● How to balance the desire to provide hyper-personalized, self-service reporting, with the need to build strong strategic advisor-client relationships
● How client reporting for wealth management fits into an omnichannel, two-way, digital-first strategy for improving customer-advisor conversations