Blog Contributors

Ryan Nauman
VP, Product and Market Strategist
Stephen Berei
VP, Client Services & Implementation
Jeremy Poulin
Senior Client Consultant

Delegate your reporting to the Zephyr Reporting Service Bureau

Aug 14, 2013 Stephen Berei
Do you create fact sheets, tear sheets or any type of reports that are run on an annual, quarterly or monthly basis? Client feedback suggests that many don’t necessarily have the time or the desire to create these fact sheets, tear sheets or reports themselves.  Delegate the work to us!  We are excited to introduce the Zephyr Reporting Service Bureau!
With this solution we are offering three options discussed below:
Option #1:

Modify an existing template in Zephyr’s extensive template library to include a title page, your logo, branding and/or disclosures.

Option #2:

The Zephyr Reporting Service Bureau can recreate a report from scratch in StyleADVISOR based on a sample document you provide. With this option, you would provide us with direction on what charts, tables, etc. you would like to include in the template as well as design input.

Option #3:
The Zephyr Reporting Service Bureau would design the look and feel of your report in StyleADVISOR to appeal specifically to your client base. This option is custom in that you would provide guidance on which charts, tables, etc. to include and we would oversee the design.
For additional information and pricing, please contact your Account Manager or
Our experienced client services team looks forward to fulfilling your reporting needs!  Will it be Option 1, 2 or 3?

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