How to Streamline Your Client Reporting to Deliver Automated Insights

3 min read

Client Reporting

The age of digital transformation has made speed and transparency more important than ever. This calls for optimized client reporting that delivers automated insights in real time.  Spreadsheets and Microsoft Excel have become common practice in traditional reporting, but these approaches can be time-consuming and inefficient.  Too often throughout the world of traditional reporting, Excel reports are created without a clear purpose or desired outcome, or feature superfluous information that detracts from any quality insights available.  This calls for a unified and streamlined approach that can help to take much of the strain away from client reporting and provide more…...

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Dmytro Spilka Dmytro is a tech and finance writer based in London. His work has been published in Nasdaq, Kiplinger, Financial Express, The Diplomat, IBM, Investment Week and FXStreet.