Digitalization and Client Communications

Explore how the digitalization of client communications can improve the client experience.  

Digitalization is a top priority for asset management firms, but many are missing a trick when it comes to meeting the needs of their customers.  

In this report Gert Raeves, Research Director at Adox Research and Sarah Prior, Client Communications Go-To-Market Strategist, at SimCorp, explore what investors really want from digital client reporting, the role of automation in eliminating unnecessary risks and how firms can overcome challenges to make digital transformation projects a success. 

Some questions they will be addressing include:

• What does digitalization mean for client communications?
• What are the benefits and risks of moving to a digital platform?
• What have you learnt from recent digitalization projects?
• What will client communication look like in 2030?