Broadridge and Doxim Partner on CRM

"The ability to incorporate performance data and additional disclosure information from multiple systems, including our own, is what makes this solution so unique," says Donna Bristow, VP, client management and strategic product development, investor communications solutions, Broadridge, Canada.

The communication manager console is a web-based message management tool that facilitates the process of managing the marketing messages on statements. Firms can select multiple messages (regulatory or marketing-focused), such as image-based messages, and include them in different message zones on a statement.

"The rollout of the second phase of the CRM requirements means that Canadian wealth management firms will have to dramatically modify the information presented in their account statements," says Doxim CEO and president Chris Rasmussen. "With the Broadridge Smart Statement Solution, we are offering firms a way to not only meet these regulatory mandates, but also improve statement readability, enhance client satisfaction and target messages to clients right on the statement."