Client Reporting and Servicing

17th & 18th November 2010, Mandarin Oriental, London

Client Reporting and Servicing is administered by Osney Media.

Tuesday 17th November 2009, Marriott Park Lane, London, 08:30 - 17:30
Full Conference Experience (Conference + Masterclass + PMCRR subscription): £1,398

 

 

Find the right package for you! See the bottom of the page for the detail of our offers.

 

 

 

 

 

 

PRE-EVENT MASTERCLASS

 

 

 

 

Further enhance your knowledge by taking part in our highly anticipated workshops. Join Simon Harris, a Partner at Investment Solutions Consultants LLP, for an intimate and practical masterclass, designed to work through and answer your key challenges.

 

 

Workshop:

Achieving Success in your Client Reporting Project: Strategies to make sure you deliver the right solution

Monday 16th November 2009, Marriott Park Lane

14:00 – 17:30

 

§    Reviewing of the current Client Reporting Landscape: what are the key drivers that are pushing the need for better client reporting?

§    Shaping your Client Reporting vision: being realistic about what you want to achieve and when, and assessing what you need in order for you to achieve it?

§    Challenges that you will face in delivering a better solution: what are the pitfalls and key decisions that you will face during your Client Reporting project, and how best to deal with them?

§    Distribution: addressing hard and soft copy distribution issues

 

The key benefits of attending will be:

§    Understand how and why Client Reporting is moving on, and why it is a hot topic

§    Size and scope your Client Reporting project (however extensive) appropriately with respect to your business vision

§    Be aware of the key issues that may impact your project, and adopt the avoidance strategies

§    Maximise the ongoing production efficiency of your Client Reporting implementation when complete

§    Achieve the balance between customisation and automation

§    Build an efficient report production workflow which can be monitored easily

§    Assess the issues surrounding electronic and hard copy distribution, and the options available

 

 

 

 

Conference + Masterclass: £1,298

 

Conference + PMCRR Subscription: £999

 

Conference only: £899

 

Focus Day only: £399

 

CD-ROM: £499

 

All prices (excluding CD-ROM and magazine subscription) are subject to VAT.

For the purpose of VAT calculations, the value of PMCRR is £ 100.

 

 

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