Building and strengthening relationships with high net worth individuals is of paramount importance to every wealth management firm. Maintaining those relationships is not without challenges. Greater access to information has led to more sophisticated investors which has led, in turn, to greater demands placed on wealth management firms. Investors increasingly demand global investment advice, complex products, better service, and more sophisticated portfolio reporting.

Automate Personalized Communications

The EMC Document Sciences solution for Wealth Management enables firms to build trusted client relationships by dynamically creating, personalizing, and distributing high-quality, client-facing documents, including realtime statements, newsletters, welcome kits, letters, rich HTML e-mail, fund fact sheets, pitch books, seminar invites, and marketing materials.

Based on EMC Document Sciences’ award-winning xPression® 3 software suite, the Wealth Management solution automates the process of assembling, formatting and delivering customized information to clients of wealth management firms. xPression 3 integrates seamlessly with existing IT systems and enables financial advisors to:

• Easily select and generate preapproved marketing collateral on demand from an intuitive Web interface.
• Distribute client communications in a variety of formats via customer preferred delivery channels, including print, e-mail, Web and SMS.
• Maintain crucial brand integrity and enforce compliance.