Specialist summit
March 2027
London

Client Reporting and Communication Summit

From investment data to client communication: for the teams who make it clear, accurate and useful.

Reporting is your product. Treat it like one.

CRC Summit 2027

About the event

Every factsheet, client report and portal update passes through a chain of data, production, approvals and delivery. CRC Summit is one day for the 200 specialists responsible for that chain.

Heads of client reporting and client services sit alongside data, technology and digital specialists to compare how they personalise communication, shorten production cycles and keep information consistent across every channel.

See the agenda →

Buy-side attendees
200

Format
1 dayOne focused stream

Where
London

When
March 2027

Core discussions

Reporting automationData quality and controlsInvestor portalsContent productionPersonalisationClient service

The programme

How the day is built. The full agenda and speakers are published as soon as they’re confirmed.

Get the agenda first

The reporting process, end to end

Every session follows information from source to client.

Practitioner sessions

Reporting teams on how they produce and deliver.

Demos

Reporting and portal technology in practice.

Exhibition and networking

Meet the providers behind reporting projects.

The teams behind what asset managers tell their clients.

Heads of client reporting
Client services and communications
Reporting technology leaders
Digital and client technology
Production and approvals teams
Data and controls specialists

Download past attendee lists →

“There is a genuine sense that the AM sector is on the cusp of a wave of AI and this conference helped us explore the scope, scale and potential impact of this evolution.”

David WoodallHead of Reporting, London, Pictet Asset Management