Knowledge only comes from Experience

Knowledge only comes from Experience

“Information is not knowledge. The only source of knowledge is experience”. Thank you, Albert Einstein, for that insight. It is a well-known fact that people are best placed to start a client reporting project just after they’ve finished one. The knowledge gained from...

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Client Reporting MI and KPIs

Client Reporting MI and KPIs

Does your current client reporting system allow you to accurately measure your KPIs and target areas for improvement? Can your existing team and systems cope with more demanding timelines, higher reporting volumes and more complex reports? Is your client reporting...

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Managing the KIIDs

Managing the KIIDs

It should be easy… right? Maybe not. Perhaps there’s a few hidden challenges in the process, and some processes that could be improved. Let’s take a look at the more common industry challenges and identify “best practice” solutions. Updated data The underlying golden...

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