Marketing and customer communications have become crucial in the success of an Asset Manager.
More specifically, reporting is an important part of the marketing & communication strategy of an Asset Manager, especially when it comes to differentiating from competitors.
Whether risk, regulatory or performance purposed, a report should be a meaningful communication & marketing tool, which should help better support decisions, show confidence and trust worthiness.
When it comes to dealing with Clients, reporting should be considered as the basis for starting conversations, and for building a long and healthy relationship based on trust and transparency.
With the advent of internet and mobility, reporting should be more than just an excel spreadsheet. It should be accessible on the web, from any kind of device, and be accessible on demand by any Client. Obviously reports should be customisable on the fly, on an ad-hoc basis.
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