Description
At the End of It: A Buy-Side Playbook for Reporting Success
Is Your Reporting Strategy Keeping Up? Most Firms Say No.
In today’s fast-paced, data-driven landscape, asset managers and owners face mounting pressure to deliver timely, accurate, and customized reporting—but many are falling short. According to insights from over 300 global reporting leaders, only 12% believe their current reports fully meet client needs, and over a third admit their capabilities are just average—or worse.
FactSet’s latest eBook, “At the End of It: A Buy-Side Playbook for Reporting Success,” explores how firms can turn these challenges into opportunities. This comprehensive guide offers a step-by-step framework for modernizing your reporting operations—from strengthening data quality and automating inefficient workflows to designing more personalized reports and refining your operating model.
Whether you're struggling with legacy systems or looking to elevate your reporting strategy, this playbook delivers practical insights and actionable strategies to help you stay competitive and deliver lasting value to clients.
Download the eBook to learn how leading firms are transforming reporting into a true strategic advantage.Key Takeaways:
- Identify Key Challenges: Learn how manual workflows and inefficiencies hold businesses back
- Enhance Client Relationships: See how personalized and real-time reporting elevates satisfaction and loyalty
- Use Smart Technology: Discover how automation and data integration simplify reporting processes
- Gain a Competitive Advantage: See how better reporting helps win business and cement client trust
- Prepare for the Future: Get tips to upgrade reporting and meet future needs
