“We're no longer delivering performance reports to our clients. We use it internally. So these are the things that we're doing in-house.”

“We did a beneficiary designation review for every client. And so create a report from e-money, here's all your retirement accounts.”

“Automated reporting and delivering those reports anywhere that you or your team is so that's not only in Slack but in email you get a push notification to your phone”

“Blades International introduced a standing instruction model in which a client authorizes its FX provider once and sanitized trade data then flows monthly to Blades International secure FXRI portal, removing the manual data gathering step from the client's treasury team.”

“One of my most favorite things for client service is just using Otter transcripts, which we may migrate to zoom, getting so many insights around what clients are asking for sentiment of clients.”