Design & deliver compliant communications

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.

CCM Process

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.

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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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