Fiserv offers advanced technology and high quality document composition, production and delivery services that allow you to keep your investors informed of account activity, using the channels they most prefer. With our easy-to-understand investor statements and confirmations, we can help you improve investor satisfaction, get your messages noticed and deliver communications in a timely manner.
Personalized, timely communication with investors, including account statements, trade confirmations, checks and 1099s, is key in the wealth management industry. From mutual funds and retirement accounts to variable annuities and brokerage services, investor communications help keep your investors informed and up-to-date on your services. With the need for immediate access to information, investment documents can be delivered electronically or through traditional print and mail services.
We transform your traditional communication touch points into dynamic marketing and educational tools by combining transactional data with relevant educational and promotional messages, greatly increasing the value of the communication. Whether you currently produce your documents in-house or outsource to another supplier, Fiserv offers flexible composition, production and delivery services to help you deliver unique content and intuitively designed documents, with precise targeted messaging.
We are equipped to deliver your documents through a variety of communication channels including print, email, mobile and the Web, according to the preferences of each investor.
Our ePresentment solution for investors includes:
Our ePresentment solution for brokers and investment company customer service groups includes: