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Should Client Reporting Be On-Demand like Netflix?
The core of any client reporting challenge is inevitably a data problem, and the ultimate solution may be highly personalized self-service capabilities much like a media streaming service, says Andrew Barnett, chief product officer at Hub, a new provider for the global securities operations industry. Barnett is the focus of this edition of the FTF Exchange podcast. When asked about a new ecosystem for client reporting, Barnett focused on the new operating models that go beyond sending out PDFs, emails, and spreadsheets about a firm’s performance to clients. Firms will need to evolve their…
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