Fiserv Output Solutions - Investment Services
September 2, 2010
Fiserv Output Solutions
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Products for Your Business:     Investment Services
Investment Services
Personalized communication with investors, including account statements, trade confirmations, checks, and 1099's, is key in your industry. From mutual funds and retirement accounts to variable annuities and brokerage services, investor communications help keep your clients informed and up-to-date on your services. We provide electronic document delivery, printing of statements, trade confirmations, tax forms, and more to address your investors' unique needs and set your company apart from the competition.
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Why Choose us?

Flexibility
Sophisticated c
omposition tools for limitless customization of your documents

 

Easy Implementation

Expertise in transforming your complex data into high-quality documents

 

Improve Investor Satisfaction

Tailored document messages and formats, sophisticated presentment options

 

Trust
Extensive knowledge of your industry requirements and expectations

Events:

Solutions for Investment Services:

Statements &
Confirmations

Statement features to improve investor communication

Brokerage Statement Sample

Mutual Fund Statement Sample

Electronic Document
Delivery

Cost-effective online access to investment documents

Web Based Content Management and Production

 

We put pre and post-production control in your hands with our Web Client Control Center (WC3® )

Sophisticated outsourcing with superior customer service

 

   
Your Business Problems. The Solutions.
Problem:
SEC regulations require that I meet investor notification deadlines.
Problem:

I need to offer variations of my statement to meet individual investor and broker preferences. 

Problem:
My partnership must be with an organization that understands the importance of high-quality.
Problem:
I need a company that is "Easy To Do Business With".

 

More Investment Services Solutions

Statement and Confirmation Features

 

 

 
More Print Communications Products

Checks
1099 Tax Forms


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