FINANCIAL TECHNOLOGIES FORUM WEBINAR – CAN CLIENT REPORTING BECOME A PROFIT CENTER?

Webinar
April 16, 2020

As firms rethink their client reporting strategies, some are wondering if they can integrate cross-selling opportunities via this key client interaction. Revamping the client reporting process involves a deeper understanding of the needs of clients. Advances in technology are creating openings in the client reporting process that can help firms transform it from a cost center to a profit center.

Meradia contributed their expertise as panelist at this event.

ASSOCIATED VENDORS

• Sim Corp

Associated Vendors: SimCorp,