Buy side firms have always been challenged when it comes to providing reports to clients. Today, clients are demanding more transparency than ever before and their requests for custom reports are becoming more common. How large are the client reporting challenges for buy-side client reporting organizations? According to a recent survey by Wall Street & Technology and UBM Tech, 54% of buy-side decision makers said that they were challenged by providing timely responses to client data requests, and 47% had difficulty producing custom reports. The increase in non-standard, or custom, reporting requests is straining the capabilities of most firms. How can buy side organizations respond to client demands in a timely manner? Can existing reporting systems and approval procedures handle the volume of custom requests, or is new technology needed?
The webcast will cover:
- The challenge with increasingly customized client reports
- Technology that can help buy side organizations meet client reporting demands
- Results from Wall Street & Technology's Client Reporting study, and more
To hear the answers to some of these questions, and more, join Wall Street & Technology, UBM Tech and VistaOne as we discuss the findings from the study and highlight best practices for client reporting in an exclusive webcast.