Case Study: A wealth management firm was interested in acquiring and retaining advisors and investors
Differentiate their offerings by providing the best service to their clients.
Provide flexible digital tools to investment advisors to help them reduce the time they spend managing regulatory rules and help them deliver transparent and exceptional service to their investors.
Around the globe, investment firms and advisors are facing similar challenges. Regulatory bodies are mandate higher levels of transparency. Investors demand to see value for the fees they pay. And wealth management firms find it increasingly difficult to differentiate themselves in crowded marketplaces.
Our client, a global wealth management firm, known for providing service excellence, recently implemented Pure Reports in order to differentiate their service to advisors by empowering them to work more efficiently with increased transparency and a stronger ability to deliver the services investors want.
Pure Reports is a multilevel technology implemented at the enterprise level. It is a hosted, mobile-first, multi-platform solution that integrates into the enterprise data warehouse, core-banking, financial planning, portfolio management, trading, custodial and market data systems.
The built-in dashboards offer the business a line of sight at the advisor portfolio level and the artificial intelligence (AI) and machine learning (ML) algorithms provide information that can be used to maintain and grow the business. The statement feature is fully customizable.
Pure Reports’ advisor dashboard is easy to use and has more than 40 out-of-the-box reports built-in. It also offers AI and ML insights that can identify potential business threats, such as clients at risk of attrition. Advisors can view their books of business and at the client level and instantly compile information that would previously have taken hours of work before client meetings.
Pure Reports helped our client deliver on their corporate strategy, increase transparency, reduce regulatory risk and delight their advisors and investors.