A year ago, investment managers were discussing their current needs in portfolio reporting software and services. Today they ask, “What will I need tomorrow that I might not be aware of now?” The emphasis has moved from present to future tense, marking a notable shift in the reporting landscape.
Client reporting will need to evolve as the environment in which it operates changes, but is “client reporting” the right term for the future? As the demands of asset managers shift from lower value data delivery to a higher value, wider client experience in which reporting forms just an element, the terms that the function uses to describe itself will also need to evolve.
“ At New Breed we believe Inbound is no longer just about filling your funnel. It is about customer acquisition and growth. ”
- Patrick Biddiscombe, CEO