Can your OLD Client Reporting solution deliver the NEW on-demand requests from your advisors as well as from your digital customers?

On October 15th, at 11 am pacific/2 pm eastern, Assentis is going to hold a webinar to discuss the evolution in the Wealth Management and Private Banking industry, specifically focusing in on Client Reporting, how the Advisor role and Investor expectations are changing, and how Wealth Managers are responding.

During the webinar, we will share ‘in-field’ knowledge, gained from speaking with more than a 100 Wealth Managers across 3 continents (N. America, Europe and Asia), on the NEW requirements in Client Reporting & Servicing.

The Session will cover the following:

1. Core trends in the Wealth Management landscape – according to industry analysts and experts.

An abundance of research and information is available on this topic. We have attempted to review most of this information and have collated ‘core trends’ for a quick review.

2. An inside-look (“walk-through”) at Client Reports. What is similar across corporations and geographies and how firms are trying to differentiate their offerings to enhance customer engagement and experience.

Where once reports were just a regulatory requirement, today these same documents are driven by individual client needs. A speaker from each our offices in US, Europe and Asia will present specific customer use cases – from empowering the Advisor to Self-service Portals.

3. We will have a look at a Client Reporting system, which enables collaboration and rich interaction between the Advisor and the Investor.

See LIVE how your Financial Advisor can use technology to offer incomparable personalized service to an investor, with the capability to easily present investment data throughout the customer journey with risk analysis, proposals reports and reviews, all accessible when and how the customer demands.

How to get started – a simple step by step approach.

Attend this LIVE webinar and:

  • Take advantage of the unique opportunity to have a complimentary analysis of your current Client Reporting solution (post-webinar)
  • Learn how to leverage what you currently have in place, whilst delivering the digital experience your Financial Advisors and Customers demand
  • Have your questions answered during the LIVE Q&A session

This webinar is presented by Richard Allin, Chief Revenue Officer of the Americas at Assentis.

Register Now!