Webinar

Monday, December 19, 2022 | 4:15 p.m. ET

Making Client Reporting the Center of Your Client Experience

Not long ago, client reporting was viewed as mainly a regulatory requirement. Today, leading investment advisors are looking for ways to strengthen client relationships with reporting that provides a superior client experience. 

Join Aite-Novarica Group Strategic Advisor Wally Okby, Addepar Head of RIA Client Engagement and Success Management Rob Sheahan, Addepar Product Marketing Manager Matt Saunders, and Wealthmanagement.com Editor-in-Chief and Executive Director of Content and User Engagement David Armstrong as they explore the evolution and future of client reporting across the industry. Webinar topics include: 

  • Why reporting should seamlessly aggregate data from multiple sources in a cohesive way 
  • Why customization is key to supporting different client demographics and generations
  • How effective reporting can enable asset retention and generate new business

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits are available.

Speakers:

Guest Speakers:

Rob Sheahan
Matt Saunders
David Armstrong

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