CHALLENGE
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
SOLUTION
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
RESULTS
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
