Extended Viewer

Elevating client communications

last modified on 13 May 2019 UTC

categories: Case Study, Asset Managers (Quant or Fundamental)

The Canadian subsidiary of one of the world’s largest multinational investment companies was seeking to elevate their conversations with clients above the usual fact sheets and style box reports. They wanted a tool that was easy to use and could help their sales teams differentiate themselves and their products with their financial advisor clients.

Download file