Fully integrated marketing communications solution.
New Account Communications
Streamlined approach welcoming new investors
Manage a single, cost-effective personalized welcome book for new account holders:
- Increase the effectiveness of your communications and close the loop in the account opening process
- Integrate back-office data into an easy-to-navigate welcome book
- Target content based on households and account types
- Lower costs through reduced operational support and follow-up mailings
Sponsored by Broadridge, NICSA has an extensive program of timely, interactive webinars.