Case Study

Designing statements/reports investors want to read



Several major Canadian banks and leading investment firms asked PureFacts to help them improve their client statements and reports

Investment reporting was dense, difficult to understand, didn't answer customer questions

Cumbersome and expensive for firms to produce and deliver



Designed a more efficient statement that didn’t look like an industry template 

Tested with customers: the presentation, understanding, and effectiveness

Changed reporting focus away from merely ticking the compliance box


Provided information customers wanted, in a way they could understand while still being compliant

Reporting reflected the personality and value proposition of the firm

Streamlined messaging reduced costs and increased customer engagement