Over a decade ago, the first wave of client reporting automation helped firms speed up delivery and reduce errors. Today, a new, more powerful wave is transforming the landscape—driven by increased complexity, cost pressures, and evolving client expectations.
The Problem: Growth Meets Friction
Asset managers face mounting challenges:
- Rapid growth in clients, products, and strategies—many more complex than before.
- Pressure to control costs while scaling operations.
- A shift toward cloud-native data architectures incompatible with legacy reporting tools.
- Rising expectations for digital-first, personalized client experiences.
These trends are straining traditional client service teams and outdated systems.
The Response: Modern, Scalable Solutions
Vendors and forward-thinking firms are embracing next-gen platforms built for today’s environment:
- Efficiency at Scale
Automated reporting can cut reporting-related headcount by up to 50% and deliver reports 20 business days faster – driven by improved templating, streamlined workflows, and optimized data management and collection. - Platform Consolidation
Unified systems for reporting and sales enablement reduce vendor sprawl and lower total cost of ownership—by as much as 50%. - Managed Services
Tiered support options—from operational help to full-service outsourcing—accelerate adoption and ease internal workloads. - Alignment with Data Strategy
Modern platforms integrate with cloud-based, normalized data sources, eliminating manual workarounds and legacy logic. - A Strategic Pivot Point
Transitioning off legacy tools is more than a tech upgrade—it’s a chance to reimagine and future-proof your client communications.
The Results: Real Impact, Right Now
Firms adopting these solutions are achieving faster, higher-quality reporting, reduced costs, and a scalable foundation for future growth.
Is Your Firm Ready?
If your AUM has doubled, if you’re adopting new data architectures, or still relying on outdated tools—it’s time to shift. The next wave of client reporting automation is already here. Will your firm ride it?