--- title: "FTF EXCHANGE PODCAST - The Client Reporting Toolbox: What to Add, What to Fix" description: Explore how firms can optimize client reporting with advanced tools, automation, and AI, featuring insights from industry experts in our latest podcast episode. image: https://blog.ftfnews.com/hubfs/GettyImages-465754929.jpg --- [Skip to content](https://blog.ftfnews.com/performance-measurement-client-reporting-content/ftf-exchange-podcast-the-client-reporting-toolbox-what-to-add-what-to-fix#main-content) Wed, Jan 21, 2026 # FTF EXCHANGE PODCAST - The Client Reporting Toolbox: What to Add, What to Fix ![Picture of McKay Marschalk and David Mellars of FactSet](https://blog.ftfnews.com/hs-fs/hubfs/FTF%20Exchange%20Podcast%20News%20Alert%20Image.jpeg?width=50&name=FTF%20Exchange%20Podcast%20News%20Alert%20Image.jpeg) [McKay Marschalk and David Mellars of FactSet](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/mckay-marschalk-and-david-mellars-of-factset) Share: [facebook-f icon](http://www.facebook.com/share.php?u=https://blog.ftfnews.com/performance-measurement-client-reporting-content/ftf-exchange-podcast-the-client-reporting-toolbox-what-to-add-what-to-fix) [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://blog.ftfnews.com/performance-measurement-client-reporting-content/ftf-exchange-podcast-the-client-reporting-toolbox-what-to-add-what-to-fix) [Twitter icon](https://twitter.com/intent/tweet?url=https://blog.ftfnews.com/performance-measurement-client-reporting-content/ftf-exchange-podcast-the-client-reporting-toolbox-what-to-add-what-to-fix) [pinterest-p icon](http://pinterest.com/pin/create/link/?url=https://blog.ftfnews.com/performance-measurement-client-reporting-content/ftf-exchange-podcast-the-client-reporting-toolbox-what-to-add-what-to-fix) [envelope icon](mailto:?body=https://blog.ftfnews.com/performance-measurement-client-reporting-content/ftf-exchange-podcast-the-client-reporting-toolbox-what-to-add-what-to-fix) [← Return to Pre-Event Content](https://blog.ftfnews.com/performance-measurement-client-reporting-content) The Client Reporting Toolbox: What to Add, What to Fix 53:46 - Most firms can generate strong performance data internally. Fewer can deliver it to clients efficiently, at scale, and without adding more manual work. **Click the play button above, and give this episode a listen!** Want to listen on the go? Tune in here: [![Spotify Podcasts](https://blog.ftfnews.com/hs-fs/hubfs/spotify-podcast-badge-blk-grn-660x160-e1619019432547.png?width=176&height=43&name=spotify-podcast-badge-blk-grn-660x160-e1619019432547.png)](https://open.spotify.com/show/0IOk2kkNMLsgbpMrCftapF) [![Apple Podcast](https://blog.ftfnews.com/hubfs/en-us.svg)](https://podcasts.apple.com/us/podcast/the-ftf-exchange-podcast/id1562730473) In Part 2 of our podcast series with FactSet, Maureen Lowe is joined by McKay Marschalk and David Mellars to open up the modern “reporting toolbox” and break down what actually belongs inside. We talk about automation gaps, building a reliable data pipeline, and using AI-generated commentary with human oversight. We also dig into managed services versus outsourcing, the move beyond emailing PDFs, how firms define golden data sources, and how reporting teams measure ROI through lower costs, faster cycles, and fewer manual steps. Clean data is just the start. This episode explains how the right tools, working together, are changing how firms deliver results to clients. --- **NOTES FROM THIS EPISODE:** **New eBook: A Buy-Side Playbook for Reporting Success** Download the latest eBook from the FTF Research Institute and FactSet, featuring insights from 325+ reporting leaders. [**Access the Flipbook**](https://www.ftfnews.com/FTF-Research-Institute/at-the-end-of-it-a-buy-side-playbook-for-reporting-success/) **PMCR 2026 Registration — February 24–26, NYC** Join us live in New York City for the industry’s premier event on performance measurement and client reporting. [**Register Here**](https://pages.ftfnews.com/event-registration-2026) **Use code: FactSetAI for 15% off** **Explore the Full Agenda** Plan your sessions and see what’s in store for 2026. [**View Agenda**](https://pages.ftfnews.com/performance-measurement-and-client-reporting-agenda) **Follow** [**FTF on LinkedIn**](https://www.linkedin.com/company/845662/admin/dashboard/) **to stay connected!** ## Related posts [![](https://blog.ftfnews.com/hs-fs/hubfs/Sibos%20Chat%20with%20Broadridge%20Thumbnail%20for%20Content%20Hub%20(1).png?height=200&name=Sibos%20Chat%20with%20Broadridge%20Thumbnail%20for%20Content%20Hub%20(1).png)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/always-on-markets-what-tokenization-means-for-performance-reporting) [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Performance Analytics](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-analytics), [Wealth Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/wealth-management), [Digital Assets](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/digital-assets), [Sibos](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/sibos), [Sibos Miami 2026](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/sibos-miami-2026), [Asset Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/asset-management), [Tokenization](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/tokenization), [Tokenized Securities](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/tokenized-securities), [Broadridge](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/broadridge) ## [Always-On Markets: What Tokenization Means for Performance & Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/always-on-markets-what-tokenization-means-for-performance-reporting) ![Picture of Maureen Lowe, Founder & President, FTF](https://blog.ftfnews.com/hs-fs/hubfs/Maureen%20Headshot%20Softened%20Compressed.png?width=50&name=Maureen%20Headshot%20Softened%20Compressed.png) [Maureen Lowe, Founder & President, FTF](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/maureen-lowe-founder-president-ftf) Tue, Sep 29, 2026 [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/always-on-markets-what-tokenization-means-for-performance-reporting) [![](https://blog.ftfnews.com/hs-fs/hubfs/iStock-1188952754.jpg?height=200&name=iStock-1188952754.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/outsourcing-client-reporting-what-are-the-options) [Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Technology](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/technology), [Outsourcing](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/outsourcing) ## [Outsourcing Client Reporting: What Are the Options?](https://blog.ftfnews.com/performance-measurement-client-reporting-content/outsourcing-client-reporting-what-are-the-options) ![Picture of Susan Agbenoto, Principal and CEO of Saben Consulting; Independent Consultant](https://blog.ftfnews.com/hs-fs/hubfs/Susan%20Agbenoto-1.jpeg?width=50&name=Susan%20Agbenoto-1.jpeg) [Susan Agbenoto, Principal and CEO of Saben Consulting; Independent Consultant](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/susan-agbenoto) Tue, Jan 23, 2024 What is client reporting? [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/outsourcing-client-reporting-what-are-the-options) [![](https://blog.ftfnews.com/hs-fs/hubfs/GettyImages-1640698351.jpg?height=200&name=GettyImages-1640698351.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/from-sticky-notes-to-success-stories-what-it-really-means-to-mentor-the-next-generation-of-capital-markets-professionals) [Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Mentorship](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/mentorship), [Career Growth](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/career-growth) ## [FTF Exchange Podcast: What It Really Means to Mentor the Next Generation of Capital Markets Professionals](https://blog.ftfnews.com/performance-measurement-client-reporting-content/from-sticky-notes-to-success-stories-what-it-really-means-to-mentor-the-next-generation-of-capital-markets-professionals) ![Picture of Janice Kitzman, Independent Consultant](https://blog.ftfnews.com/hs-fs/hubfs/Janice%20Kitzman.jpeg?width=50&name=Janice%20Kitzman.jpeg) [Janice Kitzman, Independent Consultant](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/janice-kitzman-partner-at-cascade-compliance) Thu, Aug 28, 2025 [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/from-sticky-notes-to-success-stories-what-it-really-means-to-mentor-the-next-generation-of-capital-markets-professionals) - [Privacy policy](https://www.ftfnews.com/privacy/) - [Terms and conditions](https://www.ftfnews.com/terms/) [facebook-f icon](https://www.facebook.com/FinancialTechnologiesForum/) [linkedin-in icon](https://www.linkedin.com/company/financial-technologies-forum) [Twitter icon](https://twitter.com/FTFnews) [instagram icon](https://www.instagram.com/ftf_news/) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "McKay Marschalk and David Mellars of FactSet", "url" : "https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/mckay-marschalk-and-david-mellars-of-factset" }, "dateModified" : "2026-01-21T15:24:52.734Z", "datePublished" : "2026-01-21T15:19:43.000Z", "headline" : "FTF EXCHANGE PODCAST - The Client Reporting Toolbox: What to Add, What to Fix", "image" : [ "https://blog.ftfnews.com/hubfs/GettyImages-465754929.jpg" ], "mainEntityOfPage" : { "@id" : "https://blog.ftfnews.com/performance-measurement-client-reporting-content/ftf-exchange-podcast-the-client-reporting-toolbox-what-to-add-what-to-fix", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://blog.ftfnews.com/hubfs/FTF%20Logo%20-%2050x50px_update.png" }, "name" : "Financial Technologies Forum" } } ```