Lightning Strides in Client Reporting: A Strategic Opportunity in the Age of Financial Technology

April 20th, 2016

For investors and shareholders, there’s something exhilarating, personal and deeply rewarding about accessing customized investment reports in real-time. And for community banks and registered investment advisors, there’s a strategic growth opportunity in how efficiently and effectively they deliver those reports – particularly if accurate, branded and compliant. 

 

In this white paper, you’ll find:

  • Client Reporting is a strategic growth accelerator
  • First Rate Lightning meets industry challenges
  • Survival requires overcoming resistance to change

 

http://firstrate.com/wp-content/uploads/2016/04/Lighting-White-Paper.pdf