One formula error away from losing the mandate: Why bespoke reporting can be a double-edged sword for client trust
For asset managers, offering bespoke Excel reporting is a powerful way to win business. Institutional clients value the flexibility; it signals a true strategic partnership when you adapt to their specific operational needs rather than forcing a standard format upon them. Anneliese Thomas – Head of Marketing, Kurtosys You sit down with your morning coffee, […]