Client Reporting Executive Community

The purpose of this community is to establish a forum for innovative investment management executives to collaborate and discuss best practices, greatest challenges, and lessons learned in the process of client reporting. 

This community is intended for institutional and wealth management executives who set strategy for: client service, client reporting, marketing operations and distribution.

Roundtables are held on a semi-annual basis. 

Key objectives of the Roundtable include:

• Education: Obtain information about what the market expects from the reports you create and how this relates to your internal processes;
• Validation: Assessment of your organization’s relative strengths and challenges in responding to evolving market demands;  
• Problem Solving: Through collaborative discussions with your colleagues, discuss common challenges and raise discussion topics that will assist in solving your own;
• Networking: Meet other executives in your business at the top financial firms in an informal environment;
• Leadership: Broaden your perspective and increase your knowledge for driving your firm’s strategy.

DeskNet Client Reporting Community members can download presentations and reports from past roundtable meetings.