Informing clients, in a clear and detailed manner, about their investment portfolio, the risk associated with it, as well as the achieved investment results, is an important element of building long-term relations and trust. It can also become an important tool for investment companies, banks, distributors and investment consultants when competing for clients.
The requirements set here are a consequence of the regulation of capital markets, including MiFID and UCITS (KIID), as well as a general shift in the way financial institutions approach the problem of education, information exchange and responsibility for offering investment products to clients.
Information often needs to be gathered from disparate systems, enriched with pertinent commentary, and then collated into a marketing quality report tailored to meet client specific requirements, all within a tight deadline. The reports are usually generated and distributed for hundreds or thousands of clients on a monthly, quarterly or annual basis.
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