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Most firms can generate strong performance data internally. Fewer can deliver it to clients efficiently, at scale, and without adding more manual work.
In Part 2 of our podcast series with FactSet, Maureen Lowe is joined by McKay Marschalk and David Mellars to open up the modern “reporting toolbox” and break down what actually belongs inside.
We talk about automation gaps, building a reliable data pipeline, and using AI-generated commentary with human oversight. We also dig into managed services versus outsourcing, the move beyond emailing PDFs, how firms define golden data sources, and how reporting teams measure ROI through lower costs, faster cycles, and fewer manual steps.
Clean data is just the start. This episode explains how the right tools, working together, are changing how firms deliver results to clients.
NOTES FROM THIS EPISODE:
New eBook: A Buy-Side Playbook for Reporting Success
Download the latest eBook from the FTF Research Institute and FactSet, featuring insights from 325+ reporting leaders.
Access the Flipbook
PMCR 2026 Registration — February 24–26, NYC
Join us live in New York City for the industry’s premier event on performance measurement and client reporting.
Register Here
Use code: FactSetAI for 15% off
Explore the Full Agenda
Plan your sessions and see what’s in store for 2026.
View Agenda
Follow FTF on LinkedIn to stay connected!
In Part 2 of our podcast series with FactSet, Maureen Lowe is joined by McKay Marschalk and David Mellars to open up the modern “reporting toolbox” and break down what actually belongs inside.
We talk about automation gaps, building a reliable data pipeline, and using AI-generated commentary with human oversight. We also dig into managed services versus outsourcing, the move beyond emailing PDFs, how firms define golden data sources, and how reporting teams measure ROI through lower costs, faster cycles, and fewer manual steps.
Clean data is just the start. This episode explains how the right tools, working together, are changing how firms deliver results to clients.
NOTES FROM THIS EPISODE:
New eBook: A Buy-Side Playbook for Reporting Success
Download the latest eBook from the FTF Research Institute and FactSet, featuring insights from 325+ reporting leaders.
Access the Flipbook
PMCR 2026 Registration — February 24–26, NYC
Join us live in New York City for the industry’s premier event on performance measurement and client reporting.
Register Here
Use code: FactSetAI for 15% off
Explore the Full Agenda
Plan your sessions and see what’s in store for 2026.
View Agenda
Follow FTF on LinkedIn to stay connected!
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ข้อสงวนสิทธิ์: พอดแคสต์และอาร์ตเวิร์คที่ฝังอยู่ในหน้านี้มาจาก FTF News ซึ่งเป็นทรัพย์สินของเจ้าของและไม่มีส่วนเกี่ยวข้องหรือรับรองโดย Listen Notes, Inc.
