Deliver an Exceptional Reporting Experience to Your High-Net-Worth Clients
Private banking clients are discerning: they expect precise, personalized financial information delivered promptly and in impeccable formats.
In a multi-currency, multi-jurisdictional environment under intense regulatory pressure, manual report production hinders excellence.
With ReportingSoft, automate and personalize your reports to strengthen client relationships, ensure compliance, and save valuable time.
Industry Challenges
- Complex portfolios requiring consolidation (assets, currencies, jurisdictions)
- Frequent and personalized client requests
- Regulatory constraints: MiFID II, FATCA, CRS, ESG…
- Need for high-end visual presentation
- High volume and tight delivery deadlines
What ReportingSoft Brings to Private Banking
- Multi-source consolidation: aggregate financial data, CRM, and third-party documents into a single engine.
- No-code report editor: empower business teams to create or adapt report templates independently.
- Premium layout: generate professional, personalized PDF documents for each client.
- Complete automation: generation, validation, and delivery via email or secure portal at defined intervals.
- Integrated compliance: adhere to regulatory standards for content, traceability, and archiving.
Benefits for Your Bank and Relationship Managers
- Time savings for teams: eliminate time-consuming Excel spreadsheets and copy-paste tasks.
- Enhanced client experience: clear, visually appealing reports delivered on time in the client's language.
- Business agility: teams can swiftly respond to specific requests without relying on IT.
- Security and governance: each report is traceable, archived, and protected according to your internal policies.
Use Case: A Major Swiss Private Bank Optimizes Client Reporting
Our IT department used to spend several days each quarter consolidating data from various systems: securities portfolios, CRM, transaction history, and ESG indicators. Each Relationship Manager received a semi-manual PDF report to review and adjust before sending it to the client. This process unnecessarily consumed time, delayed delivery, and posed a risk of errors.
With ReportingSoft, we have automated the entire workflow: data extraction, consolidation, report personalization, PDF generation, and distribution via our secure client portal. Each RM can now view or validate reports with a single click, and our clients receive their documents more quickly, in a high-end, multilingual format that complies with regulatory requirements.
— Head of Client Reporting, Major Swiss Private Bank (confidential)
Use Case: A Swiss Family Office
Thanks to ReportingSoft, we have streamlined our reporting processes, enabling us to deliver tailored reports to our clients efficiently and accurately. The automation has significantly reduced manual workload and improved the overall quality of our client communications.
— Operations Manager, Swiss Family Office