Make the first impression count with a professionally produced welcome kit that contains all of the critical information your client needs and expects after opening an account.
Personalized to the investor, from your advisor, our customized welcome kit solution is designed to support your client experience objectives and the Advisor-Investor relationship. Build loyalty, increase efficiency and reduce costs.
- Timely delivery of compliance and marketing communication
- Enhanced client experience
- Detailed reporting
- Reduced call centre activity