Trends in Client Reporting 2025
Program and Presentations
Oliver Gloor, CEO of bmpi AG led through the program.
Twenty years ago, the first “Trends in Client Reporting” took place. This year, we embarked on yet another journey through the reporting universe.
Kompass: The Path to St.Galler Kantonalbank’s Reporting Platform
Michael Hungerbühler, Leiter Institutionelle Anleger bei der St.Galler Kantonalbank
With St.Galler Kantonalbank’s Kompass reporting platform, institutional clients can generate individual evaluations and analyses of their assets and performance at any time. In addition, they can create portfolio or manager comparisons and export or print information as needed. In our presentation, we outline the entire journey – from the initial evaluation to the finished product.
Making Sustainability and Social Impact Measurable – gebana’s Impact Model
Christophe Schmidt, CEO of gebana AG
How does Switzerland’s most sustainable brand measure its impact? At the core is gebana’s impact tree, which defines KPIs related to the local economy, farming families, and sustainability. The annual report and sustainability report are combined into one – social and environmental criteria carry just as much weight as economic ones.
From Digital to Print: Making Paper Reports Innovative Again
Dan Krusi, Partner bei der Zürcher Kreativagentur Nerves
Over the past ten years, the focus has primarily been on the digital transformation of reports. The shift from paper to screen has strongly shaped innovation in reporting through digital formats. In the process, the potential of traditional print reports has largely remained untapped. Today, there is an opportunity to rethink print and leverage its strengths strategically as a complement to the digital world.
AI in Client Reporting
Marcus Brändle, CPO & Thomas Tscherrig, Mitglied der Geschäftsleitung bei bmpi AG
Apparently, there are new engines for our reporting spaceship. Rumor has it that a new species of intergalactic superheroes is emerging… In any case, AI is pointing the way to Reporting 4.0.
If you are interested in the presentation materials, please feel free to contact us at any time using the enclosed contact form.
