Client Reporting Automation
AI-powered report generation pipeline that pulls data, generates narratives, and produces consistent, professional reports automatically
Expected Results
60%
Time reduction
95%
Consistency
3 days
Faster delivery
The Problem
Manual quarterly client reports taking 40+ hours to prepare
Pulling data from multiple sources (portfolio management, custodians, market data)
Inconsistent formatting and narratives across different advisors
Error-prone manual calculations and data entry
Clients receiving reports late, reducing satisfaction
Senior team members spending time on production instead of client relationships
The Solution
AI-powered report generation pipeline that pulls data, generates narratives, and produces consistent, professional reports automatically
Automated data aggregation from portfolio management systems
AI-generated performance narratives customized per client
Standardized templates with firm branding
Quality assurance checks before delivery
Dashboard for report status and client communications
How It Works
Implementation approach for this use case.
Connect to your existing portfolio management and custodian data sources
Configure report templates and narrative styles for your firm
Set up automation triggers (quarterly, monthly, on-demand)
AI generates draft reports with performance data and narratives
Human review and approval before client delivery
Track delivery and client engagement
Expected Results
Typical outcomes from implementations of this use case.
60%
Time reduction
Report preparation time reduced from 40+ hours to 16 hours per quarter
95%
Consistency
Reports meet quality standards on first draft
3 days
Faster delivery
Reports delivered 3 days earlier on average
Timeline
8-10 weeks
Complexity
Medium
Investment
$50,000 - $75,000