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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

Editor, CustomerZone360

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