Library

What if your client portfolio reports could speak?

What if your client portfolio reports could speak?

Whether you're in wealth management, fintech, or simply curious about the future of client communications, this webinar will show you how audio innovation is reshaping portfolio reporting.

News

Dec 17, 2025

Library

What if your client portfolio reports could speak?

What if your client portfolio reports could speak?

Whether you're in wealth management, fintech, or simply curious about the future of client communications, this webinar will show you how audio innovation is reshaping portfolio reporting.

News

Dec 17, 2025

Library

What if your client portfolio reports could speak?

What if your client portfolio reports could speak?

Whether you're in wealth management, fintech, or simply curious about the future of client communications, this webinar will show you how audio innovation is reshaping portfolio reporting.

News

Dec 17, 2025

Take a look at our exclusive webinar showcasing StoryTeller's latest innovation: performance reports that gain voice, transforming into personalized, engaging podcasts. Discover how this tool is revolutionizing the way clients experience and understand their investment performance. 

What You'll Learn:

  • How StoryTeller creates dynamic performance reports that clients actually want to consume

  • Why personalized podcast reporting might be the missing piece in your client engagement strategy

  • The technical innovation powering this transformation

Featured Speakers:

  • Mathieu Hardy, Chief Product Officer at InvestSuite – Who explains the strategic importance of this often overlooked touchpoint and how the podcast enhances client engagement and satisfaction.

  • Davide Muttoni, Product Engineer – Who gives an insider's look at the technical architecture and AI capabilities that make personalized podcast generation possible. As well as what could be coming next.

Whether you're in wealth management, fintech, or simply curious about the future of client communications, this webinar will show you how audio innovation is reshaping portfolio reporting.





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