EMC Document Sciences Essentials

Build Trusted Client Relationships with EMC Document Sciences Solution for Wealth Management

Are you facing challenges retaining or attracting new clients? Are your client communications as relevant, impressive, and timely as they should be?

Watch this webcast and learn how you can build trusted client relationships, drive revenue, and reduce time spent preparing documents.

xPression 3 enables wealth management firms to build trusted client relationships by dynamically creating, personalizing, customizing, 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.

xPression 3 automates the process of assembling, formatting, and delivering customized information to clients. It 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.

Watch this webcast and learn how you can build trusted client relationships, drive revenue, and reduce time spent preparing documents with a customer communications management solution from EMC Document Sciences.

Running Time: 35 minutes
Requires Webex Player

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