Take a look at our exclusive webinar celebrating our US launch of StoryTeller — the narrative-driven investment reporting tool that sparks real conversations between advisors and clients.

Performance reporting hasn't changed much in decades. Static PDFs. Quarterly binders. Charts that tell clients what happened, but rarely why it matters.

StoryTeller changes that.

On Tuesday, May 5, 10 AM EST, InvestSuite brought StoryTeller to the US market, hosting a live webinar to show advisors and asset managers exactly how it works, what it delivers, and why it's different from anything else in your reporting stack.

What you'll see:

• A live demo of how StoryTeller automatically turns portfolio data into personalized, compliant client narratives, delivered in video, podcast, PDF or mobile and web-responsive format

• How advisors can leverage our AI to receive a tailored talk track ahead of every client meeting, with conversation starters and contextual insights drawn directly from the client's portfolio

• How existing clients are using StoryTeller to close the engagement gap with younger investors, deepen existing relationships, and scale reporting without adding headcount

Who should see it:

Advisors, wealth managers, asset managers, and fintech leaders at US financial institutions looking to modernize how they communicate portfolio performance, and strengthen client relationships in the process.

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.

In this 50-minute webinar, we share our findings on the nature of investment goals, how investors plan to achieve them, the services and tools they want and how they intend to align their investments with their ethical beliefs.Sven Moons - our Customer Insights Expert - and Dr. Klaus Harnack - cognitive scientist, social psychologist, and co-author of the book ‘The Trust Mandate - The behavioural science behind how asset managers really win and keep clients’ - present the most interesting results of our research among 4.700 retail investors in Belgium, The Netherlands, Denmark, Sweden, and Finland.

You can also download the presentation of the webinar or our 1st whitepaper on Goal-based investing, ‘The investor’s Rubicon: Setting investment goals’.We have also created an interactive graph where you can see for yourself which investment goals and motivations are prioritized by different subsets of retail investors.

Recording webinar