Variable annuity (VA) providers understand that a traditional approach to regulatory mailings can’t keep pace. Products are more complex, consumers more mobile and regulations ever changing. But the right digital solution can make it easy to reduce costs, automate workflows, and enhance the customer experience.
Intelligent Fulfillment Solutions accelerate the transition to a totally digital operation—by providing powerful advantages, benefits and capabilities.
Take advantage of our relationships to connect with the entire VA ecosystem. Digital links to the most up-to-date documents and filings make it simple to automate workflows and share the most accurate information. Organizations can accelerate e-consent by using the consents already collected by our broker-dealer network
Going digital is more than going paperless. It can transform businesses—improving cost structures, increasing productivity and control. Together, these help satisfy customers through automation, high integrity output, and effective use of customer data.
Immediately save 30% to 50%. Realize a stronger financial performance year after year with increased e-delivery, portfolio-specific communications, and automated workflows.
Mitigate risk − automatically. With access to daily EDGAR updates through proprietary technology, we help ensure consistent, accurate compliance communications for print, online and e-delivery.
Satisfy customers every day. Personalize experiences across any device and keep them informed with 24/7 access to the most up-to-date, customized content.
Our capabilities go well beyond printing. Power your business forward with a robust suite of digital solutions delivered on a single, integrated platform:
The variable annuity industry continues to evolve and adapt to the conditions of the modern market.
Insights into re‐engineering compliance fulfillment for cost savings and operational efficiency.
Digitize your business for greater cost savings, control and customer satisfaction.
Get significant savings on regulatory mailings with the Broadridge utility.
Deliver investor communications via our Intelligent Fulfillment Solutions (IFS) platform, supporting print, e-mail, and Web-presentment distribution driven by client-specific business rules.