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Demo

CCM

Design & deliver compliant communications

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InvestorCOM’s Client Communication Management (CCM) solution is designed from the ground up to support the design and delivery of compliant client documents – such as financial statements, trade confirmations and tax slips - across digital and print channels and is fully compliant with CRM2 regulations.

Engage clients using digital and physical formats.

We integrate with any back office data source to design, compose and deliver.

Expertise in document composition

Our composition software provides a flexible and responsive platform for clients to manage their client communications requirements. We work with you to design and standardize document templates that maximize investor engagement while meeting regulatory requirements.

Streamline efficiencies across multiple lines of business

Shifting your client communications needs to a single, accountable partner streamlines production, reduces QA and vendor management resources, ensures delivery of a consistent brand experience, and improves client satisfaction.

Need them now? Get documents on demand

Wow your clients with real-time document presentment. Our composition platform receives client data via APIs, generates documents in real-time and securely transmits the document for client presentment.  This application is ideal for creating personalized notices such as insurance policies on-the-fly.

Tier 1 Canadian Bank Standardizes Templates

Print vendor consolidation delivers $3.5 Million in savings through operational improvements.

Read Case Study

InvestorCOM Wins Spot on RegTech100

InvestorCOM recognized as one of the world’s leading 100 RegTech companies by specialist research firm RegTech Analyst.

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InvestorCOM Makes Major Technology Investments

We automated our CCM/CDM process leveraging OpenText Exstream and Crawford Operations Express.

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Ready to streamline the design and delivery of client communications?

Request a Demo
Contact Sales

Ready to streamline the design and delivery of client communications?

Request a Demo
Contact Sales

Ready to streamline the design and delivery of client communications?

Request a Demo
Contact Sales

 

Contact Us

InvestorCOM Inc.
+1 (800) 361-9494
info@investorcom.com

Who We Help

  • Wealth Managers
  • Asset Managers
  • Insurers

Regulations

  • Regulation Best Interest
  • Client Focused Reforms
  • Point of Sale
  • Investment Fund Continuous Disclosure
  • Client Relationship Model

Learn

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  • Case Studies
  • Events

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  • Solutions
    • By Regulation
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      • POS3
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      • CRM2
    • By Industry
      • Wealth Managers
      • Asset Managers
      • Insurers
  • Products
    • ShelfMonitor
    • PeerCompare
    • ComplianceExpress
    • Publisher
    • DOX
    • e-CDM
    • CCM
  • Learn
    • Blog
    • Resource Center
    • Case Studies
    • Events
  • Company
    • About Us
    • Leadership
    • Partners
    • Careers
    • News
    • Contact Us
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