TITLE

Client Reporting Is Too Manual

AUTHOR(S)
Burns, Brent
PUB. DATE
October 2005
SOURCE
Bank Technology News;Oct2005, Vol. 18 Issue 10, p49
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article presents information related to the financial service industry in the U.S. Though financial service industry has become much sophisticated, the issue of client reporting continues to be largely a manual process for most financial institutions. The process to produce client reports for both individual and institutional investors is time consuming, lacks professionalism, and is prone to mistakes. Thus, improvisation is required in this sector. A browser-based front end process is thus included that allows the client or investment advisor to interactively choose the content modules.
ACCESSION #
19423327

 

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