Wealth Management Communications
Create personalized, engaging correspondence for each investor
Print and Digital Communications for Investors
Wealth Management Correspondence
Wealth Management firms are at a crossroads in how they communicate with their investors. The vast majority of managed assets belong to baby boomers, many of whom prefer statements, research reports, and other wealth management communications be printed and physically delivered. Younger investors that grew up in the digital age expect to interact with wealth management firms when, where, and on whichever device they want. All generations recognize the value of dynamic, interactive analytics embedded within digital experience portals. Investors leverage these tools to investigate the impact of savings rates, research investment options and plan for retirement.
Communication preferences also vary between investors. In addition to different languages, some consumers prefer formal correspondence. Others opt for a more casual tone when presented with the choice. Younger generations frequently favor email and SMS communications, while many investors prefer a hybrid of print and electronic documents.
Financial institutions worldwide leverage MHC’s wealth management communications software to meet these challenges and improve their customer experience. MHC provides a customer communication and digital experience platform that enables new account creation, account servicing, and personalized correspondence at scale. Digital experience tools and interactive analytics enable investors to perform their own research and investigate the impact of savings and investment returns on their retirement. Statements and individualized correspondence delivered via the customer’s preferred channel improves the customer experience and lowers print and postal costs.
Statements and Investment Reports
Generate visually stunning and compelling statements, investment reports, and other wealth management communications for investors. Send statements in the language, mode (print or electronic), tone, and even template selected by each investor. Aggregate multiple product-line statements into a single communication for improved customer experience and reduced operational costs. Provide clarity by embedding customized statement walk-throughs for each consumer.
Personalized Digital Experience
Leverage print or digital forms to capture data from each investor’s device(s) of choice. Enable account creation and servicing 24×7 in the language and tone selected by each consumer. Employ electronic signature technology to improve the wealth management customer experience. Empower consumers with self-service capabilities and analytics. Support customers whenever they want, wherever they want, and however they want.
Embedded Analytics
Create interactive statements and online analytics that empower consumers to investigate investment options and the impact of choices on their retirement income. Design sorting, filtering and other analytic features directly into visual presentations delivered electronically. Generate documents in all media (print, PDF, email, etc.) with compelling graphs, charts and tables that facilitate self-service, reduce call center costs and build customer engagement.
Centralized and template and Asset Management
Maintain all wealth management communications templates and assets (including logos, graphics, sub-documents, and more) in a single place to ensure consistent application across all communications. Reduce the number of templates as well as the time and cost required to manage them. Enable your business users with an intuitive interface to build and modify templates, eliminating the need for IT development.
Reduced Risks
Eliminate errors in forms, documents and other wealth management communications. Avoid duplicate, error-prone re-entry of critical data elements. Establish review and approve workflows for document templates, thereby guaranteeing proper oversight and compliance with corporate branding standards and regulatory requirements. Automate transactional approval paths based on user-defined criteria to achieve branding and regulatory compliance at a document-by-document level.
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Customer Communications for Finance Guide
Why Do Banks and Wealth Management Firms Need a Customer Communication Platform?
Customer communication preferences change as rapidly as new technologies do. Financial services providers leverage either a single core system or multiple applications for different aspects of their business.
Learn how MHC customer communications management solutions empower finance experts to engage their customers with personalized communication capabilities.
Download Our Guide
Enable Stronger Customer Connections
Financial institutions worldwide leverage wealth management communications software by MHC to enhance the banking customer experience, reduce operating costs, and control the inherent risks associated with high volume and on-demand customer communication. Thousands of companies across a broad range of industries use MHC to ensure compliance with corporate branding and regulatory standards while establishing genuine connections with their customers—one at a time.
Financial Services Customer Experience
Focus on customer experience by leveraging state-of-the-art software to drive customer engagement and inspire optimism for financial services. Stand out with online portals with rich analytics and statements.
Banking Correspondence
Lending Correspondence
Capture paper or digital applications from multiple devices. Engage with borrowers leveraging personalized letters and correspondence. Empower consumers with meaningful statements and analytics.
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