The Client Reporting Toolbox: What to Add, What to Fix

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:
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