Client reporting team · report producer
In product · unified at GAClient reporting assistance
Recurring client report cycles with the drafting toil absorbed: queries, templates and client-ready context prepared for review.
Client-reporting AI assistance runs inside Impress today as product-embedded capabilities; it is unified on the NeoXam Agents platform at GA (Q3 2026).
In Impress
The daily reality
The work this replaces
Client reporting is recurring, bespoke and unforgiving: every client wants their format, their commentary, their context. Portfolio managers wait on operations for explanations, and the cycle eats senior time every period.
How it works
What the agent actually does
impress — embedded AI (pre-platform)
A reporting cycle starts
The team works the client cycle in Impress, exactly as today.
Queries generated
AI assistance generates the data-report queries behind the client's figures.
Templates drafted
It drafts presentation templates in the client's structure and format.
Context written for the reader
It contextualizes the content — turning figures into the explanatory narrative the client actually reads.
Review and send
The team reviews and finalizes; client-facing output always passes through human hands.
The outcome
Outcome
Reports contextualized and explained without waiting on ops — recurring cycles with less drafting toil and the same human sign-off.
Governed by design
On the unified platform, drafting steps run as declared, traced agents — with review remaining a human checkpoint in the Impress workflow.
FAQ
Questions teams ask about this
Will clients receive AI-generated reports?
Clients receive reports produced in Impress, with drafting and contextualization assisted by AI and every output reviewed by the reporting team before release. Nothing client-facing skips human review.
What is the status today?
Data-report query generation, presentation template drafting and report contextualization run inside Impress today as product-embedded AI; platform unification lands at GA (Q3 2026).
Go further
Related use cases and concepts
Regulatory reporting assistance
In product · unified at GAData-report queries generated, presentation templates drafted, content contextualized for the regulator — inside the production workflow.
NAV oversight & accounting investigation
In product · unified at GANAV exceptions arrive pre-investigated — hypothesis, evidence, source links — so the close gets faster without losing control.
Join the Early Adopter Program
General availability lands in Q3 2026. The Early Adopter Program is open now — a limited cohort, a one-year platform trial, and three workshop streams: Business ROI, Compliance, and Operational fit.