Sapient’s Client Connect is a digital marketing distribution and service platform that helps financial organizations take the first step toward digital transformation. “With Sapient Client Connect, asset managers utilize the powerful combination of data consolidation and automation strategy; a digital marketing and reporting platform to drive a true transformation,” states Shah. The firm’s cloud-based data and automation service provides content that is richer, more tailored and timely for enhancing the productivity of marketing and client services team with a variety of client portals, reporting and presentation capabilities. “Client Connect is our proposition to help asset managers integrate the latest digital capabilities and transform their marketing, sales and service organizations; to differentiate and win in an increasingly competitive marketplace,” asserts Shah. It also helps the Chief Marketing Officers to transform organizations that were once focused on production of obligatory collateral to one focused on differentiating in the marketplace, distributing insights, identifying and attracting prospects.
With Sapient Client Connect, asset managers get the powerful combination of a data consolidation and automation strategy; a digital marketing and reporting platform
Alongside, Sapient Global Markets’ Compliance Management and Reporting System (CMRS) provides firms a flexible solution for effectively meeting regulatory requirements and reporting commitments. CMRS establishes a common enterprise platform to manage and publish reporting requirements to various regulatory agencies. While asset managers tend to delegate reporting to their broker dealers or custodians, the firm remains legally responsible and liable for the accuracy of those reports. “However, many firms are reviewing this approach with a view to bringing reporting, either in part by running reconciliations on the reports, or fully in house, enabling them to gain greater transparency and control, and be more proactive in the identification and correction of any errors,” adds Shah.
Operating in key financial and commodity centers worldwide, Sapient brings a strong advisory business, best in class user experience, and tremendous technology depth. With best-in-class solutions, Sapient has expanded its operations in Newport Beach to support a growing client base in California and assist more firms in their transformation initiatives by offering a wide range of innovative and powerful solutions.