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Investment Firms and the need for providing seamless Client Experience for Investors

A recent survey from INSTINCT on the ‘Future Of Client Reporting’ highlights the key needs of Asset Managers and Asset Owners as they embark on their ‘Digital Transformation’.

A key takeaway for investment firms is the continued emphasis on the need for ad hoc reporting that is enabled using modern cloud architecture by ‘liberating’ the investment data to managers for ‘business intelligence’.

Also, provide the same data for investors to get a consolidated view of their portfolios for the proposed unified client experience.
Building of such ‘business intelligence’ systems should not only meet the current day needs but also should have the flexibility to adapt for the future needs.

Absence of this, it becomes a ‘data’ nightmare that translates to projects on new requirements every time that will run for long periods with each release fixing issues from prior development to handle new requirements. 

Thus resulting in first time win and then a continued increasing ‘operational expense’ going forward – a difficult conversation with C-suite when trying to get a buy-in for such efforts.

One way to mitigate this risk is to build teams that work on the modern ‘business intelligence’ initiatives that not only have the required technical expertise but also have the experience working in the investment ‘domain’ – as data modeling and understanding the relationships are key to building a working business intelligence system for the future. 


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