Intelligent Insertion

Improve shareholder experience. Consolidate. Reduce costs.

Although moving from a statutory prospectus to a summary prospectus provided significant paper, print and postage cost savings, shareholders who own more than one fund during a prospectus update cycle still receive multiple mailing envelopes.

Improve the experience of those highly valued investors who own more than one fund and reduce costs by consolidating mailings that occur in the same timeframe with Intelligent Insertion.

Intelligent Insertion provides you with the ability to combine up to 14 summary prospectuses into one envelope by shareholder or household. It’s available for both paper-based and electronic mailings, and provides a streamlined way to consolidate summary prospectus mailings by shareholder, fund and fiscal year.

The benefits to you and to your customers are substantial:

  • Easy to implement
  • Lower cost – fewer mailings reduces paper and postage costs
  • Targeted delivery
  • Shareholders receive fewer mailings, improving their experience with you
  • Accommodates all associated summary prospectus links in one delivery
  • Shareholders only receive prospectus summaries for the fund positions they hold

Intelligent Insertion is another example of how Broadridge leverages your data to provide cost-saving solutions.  To learn more please contact us.


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