Customer experience and satisfaction is the key to any successful business strategy and communication is at the heart. Customer communication is a broad field ranging from marketing to customer complaints, from capital measures to bank statements. In this paper we focus specifically on client reporting, one of the most important and complex aspects of client communication in the financial industry. We have teamed-up with internal and external specialists and senior client reporting executives to give you an up-to-date and concise overview of how the wealth management industry is changing, what the biggest challenges are, and how to tackle them to shape the future of client reporting.
