Improve Efficiency and Protection
Finance service professionals work in fast paced environments where attention to detail and risk awareness is absolutely critical.
RMail provides greater agility and efficiency in communication and correspondence at a lower cost while at the same time protecting the sender and the senders corporation by securing transmissions with proof of delivery to comply with federal regulations.
Financial Advisory/Private Client Services
- Use eSignOff® service to confirm agreement on terms for new accounts.
- Record correspondence with clients to prove compliance with FINRA regulations.
- Send statements to accountants and lawyers on behalf of clients.
- Record communications surrounding the due diligence process.
- Speed processing of client materials by moving from paper to electronic.
- Prove notice delivery to comply with regulatory requirements.
- Send transaction confirmation and settlements to corporate clients by email rather than fax/mail.
- Provide statement or information on the value of the financial asset.
- Convert required notifications such as privacy notices, proxies, etc., from paper to email.
- Speed transaction processing time by converting notices regarding approval & disbursement from paper to email.
- Use eSigning features to sign-on new customer accounts faster.
- Use Intake Service™ to manage member complaints, fraudulent activity reports, identity theft notices, credit card billing challenges, etc.
- Send notices of overdue credit card, mortgage & loan payments.