Client Reviews & Investment Reviews

The retirement services marketplace is a competitive environment. Clients want more timely reporting on their retirement plans regarding participation, assets, contributions, transactions and a myriad of information that is either stored in databases or is augmented by the client relationship manager. Investment firms' ability to create detailed, customized reports is often dependent upon time-consuming, manual effort that comes with a variety of costs and risks.

Investment firms are realizing the need to automate this workflow to make the production of client reviews streamlined, manageable and timely.

Combining our data management and business intelligence expertise with domain knowledge in client and investment reviews, Innovent Solutions has implemented customizable, scalable, easy-to-use Client Review solutions for leading retirement services firms, including Charles Schwab and TIAA-CREF.

These custom implementations provided a streamlined and accurate workflow which increased productivity as well as provide cost reductions in the areas of report creation and personalization, review and approval and ultimate publishing to the client. Report quality also increases significantly.

Contact us today to see how we may be of assistance.