Zephyr Financial Solutions

Custom Design Reports and Presentations

Deliver professional reports, statements, fact sheets and proposals to clients that reflect your value

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Hyper-Personalized Engagement

Create custom, professional presentations and reports or choose from our extensive library of over 100 templates with an easy drag-and-drop module. Enhance the advisor-investor relationship by validating your success relative to 46,000 benchmarks communicating through customized, branded reports assembled in minutes. Apply custom questionnaires for risk assessments.

What two aspects of financial technology will play the greatest role over the next 2 years?

Zephyr commissioned a survey with WealthManagement.com to identify how technology is being integrated into investment firms. When asked what will play the most significant role over the next two years, respondents cited a clear need to engage with clients at scale. 

Customization to enhance the client experience (51%) 
Personalization of the client experience at scale (40%)

First impressions are made over and over. How you communicate your value goes beyond the numbers. Presenting them in professionally created documents builds brand equity.

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