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Webinar: Cross-selling with client reporting

Can client reporting become a profit center?

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Client communication and reporting has never been more critical to an investment firm’s overall strategy. It sits at the center of the client experience and is the most tangible output to show what you do, and how you provide value to your end investors. For many years the function has been...

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by SimCorp Coric
| 22/05/2020 09:41:01

Learn how to transform your client reporting from a cost center into a profit center

Duration: 1 hour

You might be wondering if you can integrate cross-selling opportunities through client reporting interactions. Revamping the client reporting process involves a deeper understanding of your clients’ needs and a better understanding could lead to opportunities to expand your relationship. Clients may consider moving more of their assets to a firm that offers better support.

This webinar explores the potential windfall from overhauling client reporting:  

  • How can you customize cross-selling suggestions into client reports?
  • How should you respond to clients that resist cross-selling suggestions?
  • Can improvements in client reporting help you keep a wavering client?
  • Can the client reporting process work in conjunction with a customer relationship management (CRM) platform that would help pinpoint sales opportunities across a firm?
  • What emerging technologies can help client reporting become a profit center?


Paul Sinthunont
Senior Analyst, Aite Group

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Sarah Prior
Senior Sales Manager and Client Communications Strategist, SimCorp Coric

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Dax Johnson, CFA, CIPM
Managing Director Performance & Analytics, State Street

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