Financial Services Marketing & Communications

Is it possible to share financial outcomes to multiple audiences accurately and efficiently?

Get the right financial information to the right people at the right time with a partner that offers precision at any scale. With nearly 50 years of experience in regulated financial communications, you can count on Toppan Merrill to increase efficiency and accuracy with first-rate technology solutions backed by world-class service and unmatched expertise.

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Use Cases

Sales Enablement

How can you increase your firm’s sales conversion rate?

Unlock sales productivity by supporting reps with content, tools and analytics to have more successful sales conversations.

Solutions for increasing your conversion rate

Client and Plan Reviews
Proposals/Pitchbooks
Timely, targeted and enhanced news and information distribution
Personalized and Branded Communications
Newsletters
Market Outlooks
Event Promotion

Integrated solutions allow you to execute digital and print campaigns for sales and marketing in one solution

Top tier technology solutions to increase sales productivity
First-rate customer support with ongoing training
Streamlined creation of personalized sales materials
Advanced analytics deliver insights around deliverability and consumption

Enrollment/Welcome Kits

How can you onboard your clients more effectively?

Count on Toppan Merrill to help you ensure your clients are welcomed and engaged in a timely manner with branded, professional, and compliant materials.

Seamlessly create personalized communications with information that is specific to each client and prospect

Enrollment
Re-enrollment Communications
Welcome Kits
Client and Plan Reviews

Look no further for your client onboarding needs

Cutting edge technology solutions for every channel
Consultative service approach ensures production and cost efficiency
Integrity manufacturing with 2D barcode ensures the right customer receives the right documents
Workflow management dashboard delivers control and transparency

Fact Sheets & Marketing Materials

Just how seamlessly can you develop customized fact sheets and other marketing materials for your stakeholders?

Toppan Merrill Connect™ brings control, content sharing and confidence to the process.

Improve the speed and lower costs for creating, formatting, validating and disseminating distinctive fund marketing materials while ensuring accuracy.

Fact Sheets
Product Material
Commentaries
Pitchbooks
Quarterly Reports

Toppan Merrill paves the way as industry leaders in stakeholder engagement

Cutting-edge technology automates the content creation process
Integrated project management features enable seamless collaboration
Comprehensive audit history and tracking

Policies & Contracts

Can better efficiency be achieved for contract communications?

With a focus on configuration and automation, Toppan Merrill solutions ensure policies are always up-to-date and compliant. Transform your communications approach with powerful tools and proven processes to facilitate real-time policy changes in minutes.

Policies
Contracts
Riders
Inserts

The right place for managing your contract communications

In-depth knowledge of policy and contract requirements
First-rate technology provides omni-channel distribution
Intuitive workflow dashboard with self-service access
Proactive configurations and approvals increase speed to market
Integrated workflow supports compliance with T+2 rule

Shareholder Communications

What if an end-to-end solution could simplify the process of shareholder communications?

Toppan Merrill Connect™ helps by streamlining the process, ensuring compliance, and reducing costs while increasing reach and engagement.

Unparalleled technology to provide customized shareholder communication services

Annual reports
Semi-annual reports
Notices and plan information
Statements
Documents for rollovers and transfers

No one makes it easier to distribute communications the right way

Unmatched expertise in creation, production and distribution of shareholder communications materials
Integrated solutions for both digital and print campaigns
First-rate facilities for print and distribution with 2D barcodes

Use Cases

How can you increase your firm’s sales conversion rate?

Unlock sales productivity by supporting reps with content, tools and analytics to have more successful sales conversations.

Solutions for increasing your conversion rate

Client and Plan Reviews
Proposals/Pitchbooks
Timely, targeted and enhanced news and information distribution
Personalized and Branded Communications
Newsletters
Market Outlooks
Event Promotion

Integrated solutions allow you to execute digital and print campaigns for sales and marketing in one solution

Top tier technology solutions to increase sales productivity
First-rate customer support with ongoing training
Streamlined creation of personalized sales materials
Advanced analytics deliver insights around deliverability and consumption

How can you onboard your clients more effectively?

Count on Toppan Merrill to help you ensure your clients are welcomed and engaged in a timely manner with branded, professional, and compliant materials.

Seamlessly create personalized communications with information that is specific to each client and prospect

Enrollment
Re-enrollment Communications
Welcome Kits
Client and Plan Reviews

Look no further for your client onboarding needs

Cutting edge technology solutions for every channel
Consultative service approach ensures production and cost efficiency
Integrity manufacturing with 2D barcode ensures the right customer receives the right documents
Workflow management dashboard delivers control and transparency

Just how seamlessly can you develop customized fact sheets and other marketing materials for your stakeholders?

Toppan Merrill Connect™ brings control, content sharing and confidence to the process.

Improve the speed and lower costs for creating, formatting, validating and disseminating distinctive fund marketing materials while ensuring accuracy.

Fact Sheets
Product Materials
Commentaries
Pitchbooks
Quarterly Reports

Toppan Merrill paves the way as industry leaders in stakeholder engagement

Cutting-edge technology automates the content creation process
Integrated project management features enable seamless collaboration
Comprehensive audit history and tracking

Can better efficiency be achieved for contract communications?

With a focus on configuration and automation, Toppan Merrill solutions ensure policies are always up-to-date and compliant. Transform your communications approach with powerful tools and proven processes to facilitate real-time policy changes in minutes.

Policies
Contracts
Riders
Inserts

The right place for managing your contract communications

In-depth knowledge of policy and contract requirements
First-rate technology provides omni-channel distribution
Intuitive workflow dashboard with self-service access
Proactive configurations and approvals increase speed to market
Integrated workflow supports compliance with T+2 rule

What if an end-to-end solution could simplify the process of shareholder communications?

Toppan Merrill Connect™ helps by streamlining the process, ensuring compliance, and reducing costs while increasing reach and engagement.

Unparalleled technology to provide customized shareholder communication services

Annual reports
Semi-annual reports
Notices and plan information
Statements
Documents for rollovers and transfers

No one makes it easier to distribute communications the right way

Unmatched expertise in creation, production and distribution of shareholder communications materials
Integrated solutions for both digital and print campaigns
First-rate facilities for print and distribution with 2D barcodes

services

Content Management

Easy-to-use, cloud-based solutions that deliver a secure, hassle-free experience for authoring, editing and managing shared document and filing content from internal and external contributors.

Storefront

Use an integrated, single-source solution to create efficiencies for your internal teams while also ensuring your customers are provided the most relevant, up-to-date marketing content to best meet their needs.

Workflow Management Tools

Intuitive workflow tools provide transparency and control throughout the process of managing data, communications and overall workflows. Self-service access provides the ability to monitor and remediate as needed, creating efficiencies and increased responsiveness.

Microsites

Deliver focused, relevant content tailored to your customers and provide secure and easy-to-navigate access to their financial documents including Policies, Prospectuses, Annual Reports, and Privacy Notices.

Document Review and Approval

Document Review and Approval gives you control and flexibility for routing your proofs between departments while minimizing compliance risk by centralizing feedback and changes in a single workflow. Our Document Review and Approval solution is designed to make your teams more productive, have fewer revisions, and meet required timelines.

Dynamic Publishing

Create personalized, data-driven communications that are customized with audience-specific images and content using our automated composition tool.

Automated Communications

Simplify the process of managing customer communications, drive customer engagement, and ensure your communications are delivered on time with efficiency and precision.

Print & Distribution

Utilize world-class print-on-demand and distribution services to streamline your financial communications and release them to your customers on time.

Insights & Analytics

Obtain rich business intelligence and insights into digital consumption, readership and product usage for internal teams and members with real-time dashboards and reporting. Our advanced analytics provide trends and forecasts for making critical business decisions.

TECHNOLOGY

TOPPAN MERRILL

ConnectTM

Our innovative single-source platform, Connect, facilitates seamless transitions from print to electronic 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. Use Connect to create, manage and distribute personalized financial communications for every client.

Get Started

PRODUCTIVITY UNLOCKED

45K+

Capital transaction deals completed by our global team, on-time and error-free

1B+

Capital raised

50+

Years successfully navigating complex capital markets transactions

INSIGHTS

BLOG

Disclosure issues and social media

Unlike some former presidents, Mr. Trump has taken a noticeable interest in SEC policy…

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BLOG

The key to modernization – separating core from context

August 22, 2018

How many of us go to work every day living and breathing customer experience? It’s the basis of all we do – especially as successful marketing departments But it takes more time, more money and new ideas to be successful at creating a culture focused on…

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WHITEPAPER

2019 FYE Calendar

Mutual Fund & ETF Filing Deadlines

Learn More >

Contact Us

Request a Demo or Call

Global expertise in major capital markets around the globe.

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