Due to regulatory and Asset Management industry realities, accurate reporting has never been as important as it is today. On top of this, firms’ client reporting teams face increased challenges due to new product offerings and clients of all sizes demanding greater customization and sophistication in their reports.
Given this, many firms’ client reporting groups are strained to the breaking point, and budgets prohibit throwing more resources at the problem.
Financial Advisors want to personalize their outreach communications to help strengthen client relationships and win new business. Firms want to support this trend, however due to regulatory requirements they need to centrally control communications.
Centralized control results in bottlenecks and delays, reducing or eliminating the value of the communications. As a result, FA’s frequently circumvent the system, introducing potentially damaging compliance risks.
DeskNet CEO to speak at the CEB TowerGroup Conference Michael Fitzsimons speaks at CEB TowerGroup's Financial Services Technology Conference on Thursday, April 25th, 2013. The session is titled 'Creating a Superior End-to-End Customer Experience with Client Reporting Technology'. Please Contact Us for more information.
