Transform your account statements, trade confirmations, checks, 1099s and other documents into dynamic marketing and educational tools that drive results and save money. With document composition, production and delivery from Fiserv, you can improve investor satisfaction, reduce costs and drive revenue.
Unprecedented challenges are forcing many wealth management companies to re-evaluate their current models for document production and delivery.
Whether you currently produce your documents in-house or outsource to another supplier, Fiserv offers composition, production and delivery services to reduce costs, increase the quality of investor interactions and facilitate migration to electronic document delivery. 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.
Fiserv excels at composing, printing and delivering high-volume documents including account statements, trade confirmations, checks and 1099s.
Our wealth management services are designed to help you improve investor satisfaction, reduce costs and generate revenue. Here's how we do it: