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New Adox Research /Kurtosys survey shows only 8% of managers achieve full report automation.
Asset managers are making progress in automating core client reporting functions, but still face significant challenges. A new survey by Adox Research, an independent research firm, shows that the majority of investment managers are only achieving 25% or 50% of automation. This leaves firms with huge challenges in compliance, client satisfaction and operational efficiency.
The survey focuses on five key metrics for client reporting maturity, covering key measures of automation, data sharing, data quality, client experience quality and future-readiness.
“There's a significant gap between firms with automated processes for easy data access and...
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