WEALTH MANAGEMENT COMMUNICATIONS

Create personalized, engaging correspondence for each investor

request demo

Print and Digital Communications for Investors 

Wealth Management Correspondence

Wealth Management firms are at a crossroads in how they communicate with their investors. The vast majority of managed assets belong to baby boomers, many of whom prefer statements, research reports, and other wealth management communications be printed and physically delivered. Younger investors that grew up in the digital age expect to interact with wealth management firms when, where, and on whichever device they want. All generations recognize the value of dynamic, interactive analytics embedded within digital experience portals. Investors leverage these tools to investigate the impact of savings rates, research investment options and plan for retirement.

Communication preferences also vary between investors. In addition to different languages, some consumers prefer formal correspondence. Others opt for an informal tone when presented with the choice. Younger generations frequently favor email and SMS communications, while many investors prefer a hybrid of print and electronic documents.

Financial institutions worldwide leverage Ecrion’s wealth management communications software to meet these challenges and improve their customer experience. Ecrion provides customer communication and digital experience tools that enable new account creation, account servicing, and personalized correspondence at scale. Digital experience tools and interactive analytics enable investors to perform their own research and investigate the impact of savings and investment returns on their retirement. Statements and individualized correspondence delivered via the customer’s preferred channel improves the customer experience and lowers print and postal costs.

wealth management illustration

Reduced Risks

Eliminate errors in forms, documents and other wealth management communications. Avoid duplicate, error-prone re-entry of critical data elements. Establish review and approve workflows for document templates, thereby guaranteeing proper oversight and compliance with corporate branding standards and regulatory requirements. Automate transactional approval paths based on user-defined criteria to achieve branding and regulatory compliance at a document-by-document level.

Statements and Investment Reports

Generate visually stunning and compelling statements, investment reports, and other wealth management communications for investors. Send statements in the language, mode (print or electronic), tone, and even template selected by each investor. Aggregate multiple product-line statements into a single communication for improved customer experience and reduced operational costs. Provide clarity by embedding customized statement walk-through for each consumer.

Personalized Digital Experience

Leverage print or digital forms to capture data from each investor’s device(s) of choice. Enable account creation and servicing 24×7 in the language and tone selected by each consumer. Leverage electronic signature technology to improve the wealth management customer experience. Empower consumers with self-service capabilities and analytics. Support customers whenever they want, wherever they want, and however they want.

Embedded Analytics

Create interactive statements and online analytics that empower consumers to investigate investment options and the impact of choices on their retirement income. Design sorting, filtering and other analytic features directly into visual presentations delivered electronically. Generate documents in all media (print, PDF, email, etc.) with compelling graphs, charts and tables that facilitate self-service, reduce call center costs and build customer engagement.

Centralized and template and Asset Management

Maintain all wealth management communications templates and assets (including logos, graphics, sub-documents, and more) in a single place to ensure consistent application across all communications. Reduce the number of templates as well as the time and cost required to manage them. Enable your business users with an intuitive interface to build and modify templates, eliminating the need for IT development.

Ecrion Enables Stronger Customer Connections

Financial institutions  worldwide leverage wealth management communications software by Ecrion to enhance the wealth management customer experience, reduce operating costs, and control the inherent risks associated with high volume and on-demand customer communication. Thousands of companies across a broad range of industries use Ecrion software to ensure compliance with corporate branding and regulatory standards while establishing genuine connections with their customers—one at a time.

banking industry infobrief

Get the Infobrief

Find out how Ecrion banking solutions can help to up your digital game, build compelling and engaging user experiences, and put your customer front-and-center in your communication strategy. 

Ready to take your communications to the next level? Talk to one of our experts today!

It’s one thing to talk about what our software does, but we all know seeing is believing. By requesting a free, no obligation demo, you can see for yourself how our solutions can improve not only your customer communications, but your bottom line as well. 

Request Demo

You're in Good Company

Learn why some of the world’s most forward-thinking companies trust Ecrion for their customer communication and engagement needs!

opentable customer logo
fidelity investments customer logo
merrill lynch customer logo
sabre customer logo
virgin america customer logo
united customer logo
xerox customer logo
carfax customer logo
open table customer logo 2
fidelity investments customer logo 2
merrill lynch customer logo 2
sabre customer logo 2
virgin america customer logo 2
united customer logo 2
xerox customer logo 2