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The Future of Client Reporting

We are at the start of a surge in digitalisation in client communication

Asset managers, as ever, are under pressure to win new business and retain clients. In addition to strong performance, providing excellent client service is key.

Authored by Davies asset management experts Clare Vincent-Silk and Rebecca Gashi and sponsored by Instinct Digital, this white paper focuses on client reporting, giving clients clear investment reporting and effectively addressing their ad-hoc investment queries.

  • Technology is evolving – and with greater digitalisation, we can see that there are opportunities to enhance this client communication, offering clients an improved client experience, thereby leading to improved client retention.
  • In addition, there are a number of drivers causing asset managers to make improvements to client reporting such as incorporating sustainability data and consolidation of private and public market investments.

This report looks at how client reporting is evolving to improve client communication and address these drivers, exploring what the recipients of these reports are looking for and what we therefore believe to be the future vision.

By downloading this report, you are giving your consent to your personal data being shared with Davies and Instinct Digital who may then contact you for marketing purposes, but you will also be given the right to unsubscribe at any time.

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Meet the expert

Rebecca Gashi

Director

Asset & Wealth Management

I have a background in international law, and 30 years’ experience in asset management, banking transformation and life and pensions

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