Upcoming Dinner Event
Client reporting in an AI world
What leaders must rethink now
- Wednesday, February 25, 2026
- 7pm - 10pm
- Zuma, 261 Madison Avenue, New York
As AI reshapes client reporting, teams must evolve beyond static data presentation toward interactive insights, automated commentary, and stronger compliance oversight. In this session, attendees gained practical guidance on building AI-ready teams that adapted quickly and met rising client expectations.
If you missed it, please sign up to our webinar demo, scheduled for 18 March 2026.
Facilitators
Patrick McKenna
Chief Commercial Officer at Kurtosys
Patrick McKenna is the Chief Commercial Officer at Kurtosys, where he leads the company’s go-to-market strategy. Having moved from the role of Chief Product Officer, Patrick brings over 20 years of experience across the buy and sell sides of the investment industry, with deep expertise in client reporting, digital transformation, and investor communications.
Jacky Fu
Head of Reporting & BI Solutions, North America at Alpha FMC
Jacky has over 10 years of experience in technology consulting within the financial services space, with a deep subject matter expertise in Client Reporting and Client Experiences. His expertise spans the entire lifecycle of client experience from data strategy and systems selection, all the way through to implementation. Jacky has a passion in professional services, as an expert in identifying value creation and competitive advantages, as well as providing industry best practices.