Financial Solutions
Maximize your statement potential!Whether your organization is a brokerage firm, savings bank, mutual fund company, or retirement services provider, you have the ability to relate to customers through a vehicle you already utilize—your transactional communications—with little extra effort on your part.
With DRC, you can harness your data in more powerful ways than ever before, sending accurate transactional information along with messages that are relevant to the individual.
We provide one-stop shopping to process, print, file, distribute, and track confidential time-critical information.
Our customized solutions have included:
- Transactional statement printing
- Consultative statement design services
- Unique display of allocation information
- Disclosure management
- Intelligent messaging and graphics
- Custom reporting
- Compliance communications and conversion kits
- Custom collateral delivery for welcome, new product, and enrollment Kits
- Fund/portfolio performance reports
- Tax document production and distribution
- Distribution/dividend check production and distribution
- One-to-one direct marketing campaigns