Trusted Client Reporting Solution (TCRS)

Trusted Client Reporting Solution (TCRS)

Challenges

Advances in general financial awareness and technology have tipped the client-bank balance in favour of the client. Increasing client demands, declining loyalty and the impending wave of intergenerational wealth transfer are creating an environment in which the industry could experience increased client turnover. As portfolios become more global, enhancing client relationships and providing wealth strategy services will be critical to retaining current and future clients. Private banks must address client dissatisfactions, instead of focusing primarily on selling new products. An increasingly well-known dissatisfaction for HNWI clients is client reporting. A sophisticated bank client demands high quality reporting that is accurate and customized, yet simplified in a way that is meaningfully aligned to their financial goals. The most successful private banks realize that client reporting is one of the easiest areas upon which private banks can differentiate the client experience.

Solution

The Trusted Client Reporting Solution (TCRS) is an end-to-end solution to improve a bank's client reporting process through increased integrity and productivity.

The TCRS Report Composition module accepts information from existing business or legacy applications in the form of print spools, backend databases or flat files. The information is merged and transformed into personalized, consolidated, graphical and colorful reports that provide your HNWIs with the necessary knowledge to make informed decisions.

The TCRS Multi-Channel Delivery module enables distribution of the electronic documents to HNWIs through various communication channels such as email or customer portals. These electronic documents can also be delivered to the TCRS Report Archival module for long-term electronic storage, with facilities for rapid document retrieval to support HNWIs enquiries.

The TCRS Report Printing module creates the hardcopy reports. Depending on the bank's required turnaround time, the TCRS Report Printing module ensures the timely printing of reports for delivery to HNWIs every day, month or quarter.

Fuji Xerox Singapore also offers a comprehensive Client Reporting Managed Services (CRMS) to enhance the report creation process. CRMS provides experienced onsite or offsite Printing Services to improve the productivity and integrity of your printing processes.

Benefits

Improve Customer Satisfaction

• Improve integrity in client reports delivery
• Improve turnaround time of client reporting
• Flexibility of client reporting channels and content
• Ultimately, leading to improve customer retention

Other Benefits

• Improve staff productivity

Brochures

1. TCRS A4 brochure