Customized Client Reporting Is Rapidly Becoming the New Normal

Customized Client Reporting Is Rapidly Becoming the New Normal


Available On Demand
Duration 60min
Greg MacSweeney
Editorial Director
Wall Street & Technology
Greg MacSweeney
Greg MacSweeney is editorial director of InformationWeek Financial Services, whose brands include Wall Street & Technology, Bank Systems & Technology, Advanced Trading, and Insurance & Technology.
Derek Pratt
Derek Pratt
Derek is a veteran of twenty years in the financial services industry and is skilled in data management, architecture, and delivery; technology enablement; client servicing and reporting; process engineering; performance measurement; custody; trust and collateral administration; cash and asset movements; investment order execution control; securities lending; and audit coordination. He has a record of excellence in project management, systems development and implementations, operations management, business & workflow analysis and systems selection. Derek has led multiple strategic assessments for buy-side leaders, participated in vendor evaluation & selections and has experience successfully delivering global-scale software implementations.
Todd Rudley
Head of Americas Sales
VistaOne Solutions
Todd Rudley
Todd Rudley leads buyside sales and strategy at VistaOne Solutions. Todd works with global asset managers and fund administrators to tackle the complex challenges of data management and reporting. His background is sales and strategy leader at firms such as Advent Software, Eagle Investment Systems and Thomson Reuters, where he’s worked with numerous organizations on technology adoption through all phases of the investment process.

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.

Already a member? Login