Calamos Investments

Calamos Investments

Cuts Client Statement Production Time by One-Third

Calamos Investments, a Naperville, Illinois-based firm with
$39.8 billion in assets under management, offers a wide range of traditional, alternative investment vehicles, and wealth management services.

Summary
Industry: Private Banking / Wealth Management
Applications: Financial Statements
Return on Investment (ROI):
  • One-third less time to produce visually rich and easy-to-read quarterly client package—from 28-30 days down to 18-20 days.
  • Automatically inserts relevant market commentary, industry benchmarks, personalized comments, special events or products based on the client profile and holdings.
  • Infrastructure allows for new applications and frequent enhancements with minimal effort.