Wealth Management: Four Growth Strategies to Watch
Financial institutions are partnering with technology providers to support client communication and reporting processes. Here are four strategies to watch.
Safeguarding Client Data and Avoiding the Fines
Given the regulatory environment and increase in cyber-attacks, more institutions are taking proactive steps to boost their cybersecurity programs.
Streamlining Investor Reporting and Developing Client Relationships
The more fund managers can streamline their current investor reporting processes, the better their investor relationships and internal processes will be.
When Communicating with Clients or Investors, Don’t Pull ‘A Yellen’
Communication is the cornerstone of any relationship. Here are best practices to keep in mind when communicating with clients and investors.
Fund Managers Speak Out: Investor Communication, Data Security, and Deal Flow Management
Survey findings by Intralinks and Pitchbook reveals fund managers' views on investor communication, information security policies, and deal flow management.