Enrollment & Welcome Kits

Improve the investor communications experience with personalization and innovation.

Get Started

First impressions are important; help create investors for life with personalized enrollment communications. Toppan Merrill Connect simplifies the investor communications process through automation – from data compilation through production and distribution. Enable targeted and relevant communications, creating an engaging investor experience online and offline from a single platform.

 

  • Reduce time & cost
  • Flexible, Accurate, & Secure
  • Consistent and compliant omni-channel communications

Drive enrollment through efficiency

Using our single-source platform, Toppan Merrill Connect™ (“Connect”), enrollment materials can be distributed securely through our print and digital solutions. Our world class print and distribution services get documents in clients’ hands faster, while eKits allow documents to be sent instantly, customized and easily updated from a fully-integrated platform.

Drive enrollment through efficiency

Using our single-source platform, Toppan Merrill Connect™ (“Connect”), enrollment materials can be distributed securely through our print and digital solutions. Our world class print and distribution services get documents in clients’ hands faster, while eKits allow documents to be sent instantly, customized and easily updated from a fully-integrated platform.

Create

Combine static, reusable content with fund-specific information and customer data to create meaningful, personalized communications. Toppan Merrill Connect offers the flexibility to either automate the creation and distribution of enrollment and welcome kits through seamless data ingestion, or empower brokers and sales teams to order print and electronic materials for their investors.

  • Enable your whole team to access and send materials with our centralized gateway
  • Automate file management and receipt to streamline data ingestion and normalization
  • Distribute electronically or through print

Create

Combine static, reusable content with fund-specific information and customer data to create meaningful, personalized communications. Toppan Merrill Connect offers the flexibility to either automate the creation and distribution of enrollment and welcome kits through seamless data ingestion, or empower brokers and sales teams to order print and electronic materials for their investors.

  • Enable your whole team to access and send materials with our centralized gateway
  • Automate file management and receipt to streamline data ingestion and normalization
  • Distribute electronically or through print

Manage

Connect’s revision and version controls enable you to make changes to your content in real-time, even if it has already been distributed in an eKit. Our suitability controls provide brokers and sales teams access only to content and materials they can sell.

 

  • Manage content with our one-stop fulfillment and item administration modules
  • Ensure compliance and accuracy by setting automatic start and end dates for updates
  • Use global updates to make edits across any document with relevant items

Produce

By utilizing an end-to-end print management solution, Toppan Merrill can help reduce overall costs by streamlining process. We can help assess the best approach for producing materials to ensure the highest quality and efficiencies through offset print and digital print-on-demand solutions. Meanwhile, 2D barcodes and inline camera verification provide audit ready reporting and full production transparency.

 

  • Save time and money by combining print and fulfillment services
  • Maintain transparency and security with 2D barcodes and inline camera verification

Produce

By utilizing an end-to-end print management solution, Toppan Merrill can help reduce overall costs by streamlining process. We can help assess the best approach for producing materials to ensure the highest quality and efficiencies through offset print and digital print-on-demand solutions. Meanwhile, 2D barcodes and inline camera verification provide audit ready reporting and full production transparency.

 

  • Save time and money by combining print and fulfillment services
  • Maintain transparency and security with 2D barcodes and inline camera verification

TECHNOLOGY

TOPPAN MERRILL

ConnectTM

Our innovative single-source platform, Connect, facilitates seamless transitions from electronic to print communications, with flexible adaptation to ever-changing regulations, markets and client needs. Leverage omni-channel solutions for customer acquisition, customer communication and sales enablement, all with one easy-to-use platform for content management, engagement and distribution. Save time, stay organized and ensure compliance with Connect.

 

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Contact Us

Request a Demo or Call

Americas: 800.688.4400
APAC: +852.2877.8773
EMEA: +44 20.7422.6100
info@toppanmerrill.com