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Spotlight on Technology Innovation: Raymond James - Client Reporting
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Raymond James is a recipient of the 2016 Technology Innovation Award for their platform Client Reporting, a new technology tool that aggregates client data to create attractive, easy-to-read, customized reports.

Raymond James is a leading firm in the creation of innovative technology in the industry and continues to support their advisors through these integrated technology solutions. The Client Reporting application replaces a legacy client reporting application, allowing Raymond James to better serve their clients and drive a more personalized client experience.

Raymond James’ Client Reporting tool allows affiliated banks, credit unions and their investment program advisors to customize their report packages to desired specifications in order to have more productive client meetings. It includes the ability to create and customize reports, add content specific to the institution or advisor, incorporate the institution’s branding on the reports and schedule them to be ready at a future date.

The Client Reporting application can also integrate additional content into the report packages to promote the advisor, the institution, or important information to clients outside of their account information. For the clients, reports are more personalized and in an easy-to-read format, allowing them to better understand their investments.

“Client Reporting is just one of many systems that Raymond James has implemented to give advisors more time to serve their clients, without increasing the overhead,” said Josh Bohlander, vice president of Technology at Raymond James. “The Client Reporting tool drives a more personalized client experience and allows for an additional long-term touchpoint to reinforce the institution’s brand with clients and ultimately deepen those relationships.

The BISA Technology Innovation Award recognizes companies for their commitment to advancements in technology-based solutions for the financial services industry, and is presented each year at the BISA Annual Convention.

For more information about Client Reporting, visit Raymond James online. To learn more about the BISA Technology Innovation Award, visit BISA online.

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