As part of our create/produce/deliver capabilities for wealth management firms, Fiserv can create dynamic account statements, trade confirmations, checks, 1099s and other documents that combine transactional data with powerful educational and marketing messaging. The result: compelling documents that drive results.
Your account statements, trade confirmations, checks and 1099s, whether printed or electronic, should be a key component of your growth strategy. Fiserv can help transform your traditional communication touch points into dynamic educational, marketing and retention tools.
Full content control is in your hands with WC3® (Web Client Control Center) from Fiserv. With this online management tool, you have the ability to manage document content and target messages and inserts at the individual investor level, based on any field in your data file, such as age, marital status and income. And, with WC3, you eliminate the time and programming costs of message changes.
Let us turn your documents into high-impact communications that demand attention and drive results. Combine existing transactional information that is already being mailed to investors with relevant educational and promotional messages that greatly increase the value and effectiveness of the communication.
We conducted extensive research into what makes the perfect document. The result – Fiserv creates documents that incorporate the following key features:
1 The Michael Allen Company with TNS Intersearch