Product Type: Market Research Report
Published by: TowerGroup
Published: September 2005
Product Code: R301-868Description This TowerGroup Research Note investigates trends in the production of structured, documented communication that financial services institutions deliver to retail investors. The production process is described and best practices are highlighted. Many of the challenges vendors face in helping institutions manage the costs and drive increased value are probed. Although this Research Note is not a study of the many technology providers in this space, it does mention some providers as examples of options that are available.Table of Contents - TowerGroup Take-Aways
- Report Coverage
- Background
- Exhibit 1: Investor Communications: Managing the Client Experience Across the Relationship Life Cycle
- Drivers Impacting Investors' Communications
- Focus on Customer Retention
- Increased Regulatory Demands
- Mergers, Acquisitions, and Divestitures
- New Technology Capabilities
- Optimizing Trade-Offs Between Value and Cost
- Exhibit 2: Optimizing Investor Communications: Multiple Factors of Maximizing Value While Minimizing Cost
- Evolving Best Practices
- Personalization
- Consolidation
- Print on Demand
- Electronic Delivery
- Use of Color
- Break the Book on Variable Annuities
- Exhibit 3: "Break the Book" Printing for Variable Annuity Prospectuses Optimizes Value
- The Communications Production Environment
- Exhibit 4: Institutions Moving to a Multichannel Enterprise Infrastructure for Investor Communications
- Data Mapping and Interfaces
- Design
- Produce
- Deliver
- Analyze
- Challenges for Vendors
- Summary
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