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Managed Customer Correspondence for Financial Services
sponsored by EMC Corporation
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Posted:
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21 Aug 2008
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Published:
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15 Aug 2008
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Format:
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PDF
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Length:
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19
Page(s)
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Type:
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White Paper
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Language:
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English
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ABSTRACT:
Today, a race is occurring between financial services firms to acquire and lock in baby-boomer assets. The basic model firm's structure includes personal services through advisor channels, increasingly sophisticated cross-selling techniques for added stickiness, and the tools to provide superior service capabilities for the firm's advisors and customers. As technology advances, effective multi-channel distribution capabilities are essential as people manage their brokerage relationships through e-mail, brokerage and banking Web sites, and newer mobile services. Buying or building for today's paper world is using an insufficient set of requirements. Download this white paper to learn about a solution that is flexible enough to output correspondence anywhere, in any delivery mechanism.
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BROWSE RELATED
RESOURCES
Client-Server Software | Communications Systems | Compliance Best Practices | CRM | Document Management | Document Management Software | Document Production | Financial Services | Systems Integration
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View All Resources
sponsored by EMC Corporation
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