Alex Strekel at Clearwater Analytics focuses on the many factors that are modernizing client reporting.
Alex Strekel, director of investment management solutions, Clearwater Analytics
For this podcast, Alex Strekel, director of investment management solutions for Clearwater Analytics, focuses on the best definition of client reporting for 2023 and many other matters.
When asked to define client reporting, Strekel acknowledges that he takes a broad view of client reporting from his days working as a portfolio manager.
“I think about client reporting as anything that touches the hands of the client,” Strekel tells FTF News. “So, anything that a client is going to access via a Web portal, anything they’re going to access via paper … they’re going to hear from you as the manager of the portfolio or the relationship,” he says. “Any time you’re talking about performance with a client, right, you’re reporting to them.”
Based in Boise, Idaho, Clearwater Analytics is a software-as-a-service provider of automated investment accounting, performance, compliance, and risk reporting for insurance companies, asset managers, banks, and other institutions. In 2022, Clearwater won the Best Client Reporting Solution award as part of the FTF News Technology Innovation Awards competition. The company has been nominated for the same honor for 2023.
This podcast also covers:
- How a challenging economy changes the creation and delivery of client reports;
- How firms provide scalability to the new way of client reporting;
- The friction that remains between the best-of-breed & all-in-one approaches of providers;
- How a firm can provide best-of-breed and all-in-one to clients, and facilitate flexibility for client reporting;
- The best way for firms to decide which technology options are the best for client reporting;
- And how client reporting will get more complicated over the coming years.
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