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-throughs 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. Employ 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.
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.
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.