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Customized Client Statements for Asset Managers

Account statements are one of the most widely read forms of customer communications in the wealth management industry today. Yet most firms continue to produce low quality statements and generic performance reports that poorly reflect their image and services. Providing highly customized account statements and performance reports offers a unique opportunity to develop a more personal relationship with every client.

Watch this informative webcast and see how a statement solution from Document Sciences can:

  • Present account information that moves beyond the simple report-like statements created by your portfolio management system
  • Improve the quality of your statements by producing graphically rich communications that build client loyalty and increase investment activity
  • Automate the production of statements and performance reports to eliminate error-prone manual processes and reduce costs

Running Time: 44 minutes
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Register now to view this EMC Document Sciences’ recorded event.

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