Communication Programs
- Print and electronic sales and marketing materials, videos, podcasts and illustrations
- Customized and personalized marketing assets created through integrated functionality
- Product sales and marketing kit fulfillment
- Premium and promotional item fulfillment with compliance controls and management of wholesaler budgets
- Applications and Forms
- Sales and marketing campaign and mailing management (one-off and ongoing campaigns)
Order Entry and Item Administration Technology
- Industry specific ordering platform that delivers rule-based controls and privilege management including state, firm and license level
- Intuitive user interface supporting internal and external wholesalers and financial professionals
- API and custom integration (i.e. CRM and Digital Asset Management (DAM) solutions and legacy platforms)
- Turnkey client accessible administration for real-time component and website management
Marketing Distribution and Fulfillment
With comprehensive print on-demand and digital fulfillment services, including for direct mail and response advertising, make financial regulations compliance easy. Toppan Merrill can handle:
- Distribution of all marketing assets (i.e., print / electronic sales and marketing materials, video, podcasts, illustrations)
- Physical print and / or e-Delivery distribution
- Inventory and distribution management alternatives:
- Print-on-demand
- Print-to-shelf
- e-Delivery
Solutions configured to support website ADA WCAG 2.1 AA compliance and document accessibility remediation
Service and Program Management
- Dedicated account support that’s an extension of your client’s Sales and Marketing organizations
- Inventory and document fulfillment reporting with enhanced business analytics and data-as-a-service capabilities
Year after year, our customers rely on the expert knowledge and service of the Toppan Merrill team.
100
Net Promoter Score
93%
Customer retention
99.23%
SLA performance
Updates and Insights
Medicare, Medicaid & Mental Health: understanding CMS’s new behavioral health strategy
As mental health care access becomes an even greater priority, CMS recently implemented a new comprehensive behavior health strategy. Learn…
April Chambers – Healthcare Service Technology Manager
EDGAR Next: How to navigate the SEC rule and requirements
On September 27, 2024, the SEC announced the EDGAR Next final rule. In this blog, Jennifer Froberg shares an overview…
Jennifer Froberg – Sr SEC Product Specialist
Navigating the 2024 CMS Final Rule changes: what they mean for member communications programs
Open enrollment is just around the corner, and with it comes significant changes to how MAOs manage their member communications….
Jen Trewick – Principal Product Manager“My experience with the Toppan Merrill team has been excellent over the past six months since I started working with them. I receive prompt emails and calls back with regards to my filing needs and have received great answers and explanations to my related questions.”Investment Advisory Firm, New York
Related Solutions
Investment Company Compliance
Now more than ever, financial services professionals are facing the challenges of navigating the complexities and pace of SEC regulatory…
Regulated Communications
Managing the complexities of post-sale regulated communications to shareholders, policyholders and plan participants is a challenge for financial services companies….
Storefront
Effectively managing omni-channel communication activities (pre-and-post sale, sales enablement assets, sales kits, promotional items, videos, podcasts, illustrations, microsites and campaign…
Contact our team to get started.
Whether you are in the exploratory phases or ready to move, we are ready to learn about your needs and find the right solution.