Challenges and Best Practices in Client Reporting

Webinar by
TowerGroup and Headstrong
DATE Thursday, November 12, 2009
TIME 11:00 a.m. EST
DURATION 60 minutes

This Live Webinar is Free and is targeted towards C-Level Executives, Managing Directors and Vice Presidents responsible for:

  • Information Technology
  • Financial Operations
  • Risk Management

This event has concluded.
click here to view the recording.

The battle for market share in Wealth Management has been unquestionably turbulent over the past year - yet opportunities are emerging for dedicated firms to take key leadership positions. Among the trends shaping the wealth management space, CRM Applications, Risk Management, and Client Reporting have been major focal points for 2009 and continue to be major points of differentiation in 2010. Beyond the all important investor-advisor relationship, there are a few key technologies that firms should focus on to empower the financial advisor to maximum success.

TowerGroup, the nation's leading financial research and advisory company, joins Headstrong, the security industry's leading IT services firm to discuss the following:

  • The strategic importance of client reporting and today's key differentiators
  • Emerging technology & distribution models in client reporting
  • The growing magnitude of data aggregation & on-demand reporting
  • Best practices in report presentation for enhancing client relationships

About the speakers

Matt Bienfang is the Senior Research Director at TowerGroup's Securities & Investments practice specializing in Brokerage & Wealth Management. His research targets key technology and operational issues facing the brokerage industry today and focuses on the support and management of the sales channel. Additional coverage areas include correspondent clearing, online brokerage, operations, and compliance.

Vinod Gopinathan is a Principal in the Wealth Management Practice at Headstrong. In this capacity, Vinod leads all consulting, development, and outsourcing initiatives in Wealth management. He is also responsible for identifying current business challenges faced in the wealth management industry and for developing targeted technology solutions to address these.

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SPEAKERS


Matt Bienfang
Senior Research Director, Securities & Investments. TowerGroup


Vinod Gopinathan
Principal, Wealth Management Domain Practice, Headstrong