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. This better understanding could lead to opportunities for firms to expand their relationships with clients. Clients may consider moving more of their assets to a firm that demonstrates optimal client service support. However, there may be resistance among some clients that want to focus only on the current relationship. Yet advances in technology are creating openings in the client reporting process that could help firms transform it from a cost-center into a profit-center.

This webinar will explore the potential windfall from overhauling client reporting:

• How can firms include customized, cross-selling suggestions into client reports?
• Can the client reporting process work in conjunction with a customer relationship management (CRM) platform that would help pinpoint sales opportunities across a firm?
• How should firms respond to clients that resist cross-selling suggestions?
• Can improvements in client reporting help a firm keep a wavering client?
• What emerging technologies can help client reporting become a profit center?