In today’s competitive world of wealth management, enhancing the customer experience, relationship building, and superior service are at the core of attracting new clients and retaining talented financial advisors. Advisors need access to modern, secure technology that empowers them to better engage with their clients and offer the best client experience in the industry. Customers routinely receive hundreds of different kinds of documents after buying securities, and it can be challenging for Financial Advisors to maintain the visibility they need.
Mediant’s MIC Advisor Mailbox provides advisors with a competitive edge, enabling them to track all investor communications to their customers and ensuring every communications touch point is accurate and timely. The online solution offers seamless, real-time access to a single, secure communications repository.
Advisors can now stay one step ahead of customers and improve their clients’ overall experience with the ability to see what documents are sent to which customers, proactively alert customers to important communications and provide guidance and insight into each document. The solution not only gives advisors access to what type of document was sent, but when it was sent and how (e.g., by mail or email), and also allows the FA to view the actual document online.
- Provides the financial advisor visibility throughout the entire investor communications lifecycle
- Supports all investor communications including statements, confirms, tax, proxy, post-sale prospectus, regulatory, corporate actions
- Enables financial advisors to better engage their clients and take action on real-time information through our single, secure platform
- Integrates with Thomson One and proprietary platforms