The Self-Service Revolution White Paper

The Self-Service Revolution has seen digitally empowered clients seize control, leaving all but the best firms to play catch up. So what happens when digital-savvy customers encounter an investment management industry in which almost two-thirds of firms rely on systems from 2006 or before?

Along with performance reporting to deliver results and risk reporting to comply with increasing regulations, investment managers need to provide investor reporting that meets increasing client expectations. StatPro’s white paper “The Self-Service Revolution” explores this demand for investment analysis tools, considers why the industry has been slow to adapt and how a tool that delivers client engagement, regulatory oversight, cost control and competitive advantage changes the game. “We have entered the age of the customer and the firms who succeed today are digital disruptors who use tech-enabled client engagement to get ahead.”

Read the white paper to:

  • Learn how other industries use self-service technology to empower their clients and win new business in this knowledge economy
  • Explore how an explosion of information has left investment managers in urgent need of tools that can filter data and increase transparency
  • Learn how investment management clients actually use digital tools
  • Find out how portfolio analysis platforms like StatPro Revolution can provide investment managers with the tools they need to improve reporting, investor communication, risk management and decision making.

Download this white paper

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