financialintelligence.informa.com Client Case Study Cadence Bank The Challenge While Cadence prioritizes a customized banking experience, it has been an ongoing challenge to clearly communicate performance to each client in a meaningful way, according to Daniel Phillips, Trust Portfolio Manager at Cadence Bank. Moreover, Cadence wanted to equip clients themselves with more reliable tools to track and measure performance easily and intuitively. “It’s not enough to provide clients with valuable financial products and services –you need to be able to make sure your clients understand what they’re getting, and that you’re mindful of their particular priorities,” said Phillips. “Unfortunately, our reporting tools were dogged by errors and the highly limited f

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