Strategic Client Reporting Review

A strategic review and business case for an improved client reporting solution.

Client Challenges

The client’s existing reporting process was at capacity and faced dependencies on key personnel. Their targeted AUM growth strategy was leading to a rise in client numbers. Alongside this they faced an increase in the variability of requirements from clients.

Alpha Approach

  • Using our subject matter expertise in client reporting, client communications and industry trends, we reviewed the approaches of competitors, and introduced the client to available vendor solutions
  • The delivery team assisted in building the business case providing guidance on costs, benefits, operational change, risks and implementation planning

Client Benefits

A clear business case was delivered, its recommendations were accepted, and this led to an immediate ‘requirements and technology selection’ phase.

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Client Types

  • Top 5 global asset manager

Sponsor

  • Head of Client Services

Functions

  • Distribution

Geographic Scope

  • Global

Fund Types

  • Institutional funds