October 31, 2020

Design statements that investors want to read

1 min read

blue_down_arrow 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


pink_down_arrow 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

green_down_arrow 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