Survey

Delivering on your Clients’ Expectations

Delivering on your Clients’ Expectations

100 senior buy-side executives reveal where they will be placing their future focus for the client communications and reporting function in North America and Europe

Client expectations are rapidly evolving. Today, investors want better quality data, reporting and overall experience delivered to them – across both traditional and digital channels.

To understand how prepared investment management firms are to deliver on client demands, SimCorp Coric commissioned WBR Insights to conduct research with 100 senior buy-side executives responsible for client communication and reporting.

This survey, the second in a 2-part series, reveals where investments firms will be focusing their future client communications and reporting efforts, including digitization, and offers practical insights into how client communications and reporting can be deployed to improve the client experience.

Read the new report to learn:

  • How prepared are organizations to deliver on client expectations?
  • Which areas of the client communications and reporting function are being prioritized for future investment?
  • What will be the most important sources of competitive advantage for asset managers?
WBR survey part 2
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