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Crucial to winning and retaining market share in third-party investment management is ensuring clients feel well-informed through effective reporting processes. Building knowledge through an intimate discussion led by industry experts, Clear Path Analysis invites you to attend the “Evolving Client Reporting to Drive Client Growth” report, produced in partnership with Instinct Digital.

With on-going popularity in ESG investments being at the core of the practice, investment managers seek to deliver efficient sustainability reporting structure. This report brings together leading client reporting, experience, and operational experts to debate and dissect methods to optimising the client reporting process.

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HOW TO TAKE CLIENT REPORTING FROM BEING HYGIENE TO DIFFERENTIATOR

A path to digital maturity - evolving traditional client reporting from first stage automation and operational efficiency through to full scale digital client experience to drive client retention and growth

  • Cassian Scott, CEO, Instinct Digital

Exploring the challenges and solutions for creating an optimal client reporting structure: liquid and illiquid assets, digital client experience, buy-in of stakeholders and sustainability reporting.

Discussion points:

  • Stakeholders buy-in
  • Redefining the client experience
  • Asset diversification
  • Sustainability reporting

Panelists:

  • Alasdair Kinloch, Consultant
  • Michael Clarke, Head of Client Reporting & Performance, Walter Scott & Partners
  • Martha Fee, Chief Operating Officer, Northern Trust
  • David Bender, Associate Director, Fiera Real Estate UK

Cassian Scott

CEO, Instinct Digital

Michael Clarke

Head of Client Reporting & Performance, Walter Scott & Partners

Alasdair Kinloch

Consultant

Martha Fee

Chief Operating Officer, Northern Trust

David Bender,

Associate Director, Fiera Real Estate UK

Instinct delivers digital first solutions to simplify investment communication and redefine how investment managers engage with their clients. We offer an integrated suite of reporting solutions that help investment firms digitally engage and communicate with their investors across marketing, sales and client services. Powering all our solutions is AMID, a digital-first investment communication platform that enables investment firms to deliver accurate data, consistent reporting standards and a superior client experience – faster and at scale across digital and traditional channels – from one single platform. We seek to deliver new perspectives and alternative ways for investment firms to communicate in a digital age, drawing on deep UX experience and commitment to enabling the market. Headquartered in London, we have built long term partnerships with investment managers in the UK, Europe and North America