In this second video with Opus Nebula, Andrew Sherlock, COO, talks to us about the status of client reporting and the benefits of a best-in-class approach, including:
- How he would describe the status of client reporting in wealth management
- What benefits wealth managers can achieve by taking a modern approach to client reporting
- What best-in-class client reporting in wealth management looks like
Thank you again to Andrew for his time and insights.
More insights to follow soon.....
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