Learn how Reach can support Wealth Managers, Brokers and Custodians with a sophisticated electronic distribution system.
Are you spending too much time chasing clients to complete paperwork?
If your firm manages a significant number of clients, it might be time to consider the value of digitizing your ‘response-required’ communications. Reach has a proprietary system, purpose built for financial services companies, that leverages reply processing technology and secured online forms to simplify the client-side administration process.
Using this system, you can send requests to complete forms, capture acknowledgements, register interest, collect missing documentation, or register a choice from a list of options. The system allows you to see responses from these communications, send reminders and escalate for calls.
If you’re suffering from paperwork overload talk to Reach about how this digital technology can reduce the burden on your practice.
For more information about this solution please connect through our Software page.
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