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EXCLUSIVE GUEST COMMENT: Changing The Client Reporting Service Model

Peter Bambrough

Citisoft

26 February 2015

What sort of forces shape how wealth managers report to clients? The business of how firms communicate with clients is crucial to a successful, long-term business relationship (much akin to any other walk of life, in fact). In this article, Peter Bambrough, senior consultant at is changing how we need to structure our data and the associated reports; clients are more demanding in terms of timeliness, delivery mechanisms and breadth of data and technology is enabling new service channels.