CustomerZone360 NEWS

Free eNews Subscription

Smart Communications Introduces New Client Reporting Solution

By Luke Bellos November 15, 2021

Conversation management platform provider Smart Communications™ announced the release of a new client reporting solution for financial professionals using the Smart Communications Conversation Cloud™ platform. Revealed at the Invest Connect virtual event, this solution allows wealth management and advisory firms to automatically produce and share investment reports for clients across multiple digital channels.

The hybrid nature of modern work culture forces financial institutions to adapt to new client demands, offering high quality service and care within the digital space. However, viewing reports can be a headache for some clients, due to poor visuals and incompatible file formatting. These reports are time consuming for advising teams, and  ineffective if clients are unable to understand them.

With the client reporting solution from Smart Communications, clients now have  instant access to investment reports through their preferred digital channels, while offering managers and advisors customizable settings for a more personalized client experience. Financial professionals can utilize digital client data to improve experiences and build stronger business relationships with ease.

“The global health crisis has made it imperative for wealth management firms to accelerate digitization efforts, including client reporting, while also taking an omnichannel approach to delivering their investor communications,” said Simon Tindal, Chief Technology Officer at Smart Communications. “Our Client Reporting solution is unique in the market because it allows clients to self-service as well as share the same reporting view online with their advisors for smarter insights and ongoing conversations.”

Edited by Maurice Nagle
Get stories like this delivered straight to your inbox. [Free eNews Subscription]

Editor, CustomerZone360

Related Articles

Traditional Call Quality Assurance Programs are Ineffective at Improving CSAT

By: Tracey E. Schelmetic    9/27/2023

Research conducted by SQM Group found that only 19 percent of call center managers strongly agree that their call center's quality assurance program h…

Read More

More Enterprises Turn to CCaaS to Deliver Better Customer Interactions

By: Greg Tavarez    9/27/2023

Many enterprises are turning to automation and the cloud to address a growing number of customer interactions efficiently and with the agility to adap…

Read More

The benefits of Salesforce phone system integration

By: Contributing Writer    9/27/2023

Salesforce, the global leader in CRM solutions, provides various software options to assist companies in effectively managing their customer relations…

Read More

Now Available from Zoom: Workforce Engagement Management Suite for Contact Centers

By: Alex Passett    9/26/2023

Now available for Zoom Contact Center customers, Zoom's new Workforce Engagement Management suite (including its Workforce Management and Quality Mana…

Read More

The Great Generational Shopping Divide: Feedback and Patterns of Boomers, Gen X, Millennials, and Gen Z

By: Alex Passett    9/25/2023

A new report titled "The Great Generational Shopping Divide" studied plenty of distinct differences between generations' expectations and preferences.

Read More