In the realm of wealth management, client letters are pivotal. Items such as welcome letters, account change, and other regulatory notices are more than informational—they connect firms with their clients, embodying the firm's attention to detail and commitment to client satisfaction.
The challenge lies in personalizing the many types of client letters while also ensuring they are compliant and aligned with the brand’s ethos. This task becomes increasingly daunting with the need for frequent updates and oversight.
“Frustrating for those with responsibility for client letters, changes can be surprisingly slow,” notes Ernie Carducci, BetaNXT Head of Client Communications. “With an inefficient solution, even small content changes can result in time-consuming and costly development, change management, and production processes,” he adds.
The intricacies of managing client letters come with their own set of challenges, often amplifying the difficulty of maintaining an efficient, responsive, and compliant letters strategy. They include:
BetaNXT’s Letters Express addresses the pain points experienced by client communications professionals. This new self-service solution combines robust, configurable software and extensive experience in communications fulfillment to empower wealth management firms to directly manage content, with our expert support. From design and publishing to fulfillment, tracking, and document access, the entire communications lifecycle is directly at your fingertips.
Letters Express stands at the forefront of transforming client letters within the wealth management sector. By addressing the core challenges head-on and offering a self-service model supplemented with expert guidance, Letters Express not only streamlines the letters process, but also elevates the quality and impact of client interactions.