How Storytelling can increase AUM

Asset managers can win and retain client business in 3 ways: competing on performance, competing on cost, or competing on client experience.

Obviously, performance- and cost-based models have their limitations. Therefore, competing on client experience is the way forward. In our belief, performance reporting will play a crucial role in delivering more value to clients and will be a critical element in creating a world-class client experience.

In this webinar, we show you how to gain a competitive edge through revolutionized investment reporting.

You can download the slide deck here, but you can also watch the recording.

If you want to fast forward to a specific topic:

• Introduction: 01:55
• Insights on portfolio reporting & review: 03:47
• Gaining a competitive edge through revolutionized investment reporting: 06:35
• From minimal input data to narrative-based insights: 12:39
• A wide variety of use-cases where StoryTeller could add value: 23:52
• We are InvestSuite: 28:03
• Q&A: 31:22