Client Communications

BetaNXT helps businesses in wealth management to streamline the creation, generation, delivery, and management of client communications across all channels and all lines of business.

Our modern, scalable technology platform, backed by our subject matter expertise and extensive knowledge of regulated markets, provides the best experience for shareholders, advisors, and operations managers. We reduce complexity and costs, mitigate security and compliance risks, and enhance the client experience with communication that meets their needs and preferences.

Scalable and Proven

Industry-leading technology that’s proven to meet the demands of institutional and large retail brokerages, firms experiencing high growth in advisors and assets under management, and other enterprises handling critical client communications.

Simpler and Lower Cost

Seamless workflows that fully integrate with your technology and data providers, driving efficiency and productivity. Optimization of e-delivery and cost-saving strategies for print production and physical mailings.

Reduced Risk

The confidence of working with an experienced partner that understands security, compliance with regulations, and the value of ISO27001 and SOC 2 Type 2 certification – all backed by service level commitments and a quality guarantee.

Superior Experience

A digital-first approach driving the best client experience, plus a quality experience that goes beyond technology thanks to the skills and knowledge of our highly experienced team of subject matter experts.

BetaNXT manages client communications for highly regulated industries and critical requirements. Our comprehensive solution takes care of all your current and future needs, while also supporting you with technology and expertise to advance the digital transformation of your communications, improving the client experience and reducing costs.

Proven and Secure Technology

Runs on the MIC platform, proven for its efficiency and intuitive interface
Centralized operational dashboard for the creation, production, delivery tracking, and reporting of all communications across multiple channels
Powerful yet simple data management with SEC 17a4-compliant storage
Unparalleled data security and controls that meet compliance requirements and protect confidential information

Easy Document Creation

Self-service tools to quickly and easily build and manage content, seamlessly integrated with your data resources
Document composition and pre-composed document processing solutions
Consistent branding and messaging in an omni-channel delivery environment

Print and Mail Optimization

Digital full-color printing allowing for extensive branding options and inline inserts
Postal pre-sort/optimization strategies to drive client savings, plus our experience in raising e-delivery rates to reduce costs
White paper factory approach to print channel
Return mail services

What’s your challenge?

Client communications are often validated through manual review and sampling.
That approach creates bottlenecks, increases risk and leaves teams reacting after documents are delivered.

What is the Val approach?

Val automates validation across client‑selected populations, from targeted samples to full populations. It applies client-defined rules consistently so issues are identified early and resolved before delivery. The result:

Fewer errors
Less rework
Faster delivery
Greater confidence

What communications does Val support?

Val is ideal for financial services firms delivering high-risk, high-volume client communications where accuracy, compliance and trust are essential. Our solution supports:

Broker client statements
Trade confirmations
Tax documents
Other client documents

Let's Talk

How can we be part of your future? Fill out the form to arrange a conversation and tell us.