Customer reporting as a competitive parameter
As an asset manager, are you offering the investment overview that your customers want?
Classical reporting traditionally uses e-mail and ‘e-Boks’ systems, where the customer receives a report each month. But most people today are used to being able to pick up the knowledge they need as and when they want it – a trend that has spread to the investment world, where more and more people are looking for updates on their investments in real time.
So if you want a competitive edge in the investment markets of the future, you need to invest in an effective and scalable reporting solution.
Keep your customers
Gain a competitive advantage with effective and scalable reporting
How are my investments doing? What was the return like last year? What’s the expectation for next month?
Good customer reporting is an important part of your customer offering when you set out to build long-term relationships.
But what should an attractive customer report actually contain?
That is the focus of this webinar, where we show you how to turn reporting into a competitive parameter and present concrete steps to improve your customer reporting and retain your customers.
Why should you watch the webinar?
Want to know more?
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Mikkel S. Lyngbye
- Chief Sales Officer, Vitec Aloc
- Tel.: +45 2999 7141
- Email: mikkel.lyngbye@vitecsoftware.com