Manage, host, deliver, and display documents electronically more easily with our e-delivery platform. It's flexible enough to adapt to the different ways our clients work, helps maintain compliance, and improves customer’s disclosure experience.
- Efficient: Improve e-consent rates to reduce cost and enhance your client's experience.
- Compliant: Detailed reporting to satisfy an audit or your compliance team, available historically or at a campaign level based on your needs.
- Flexible: Configurable service models so you can manage the process as much, or as little, as you want. Campaign management and e-consent management can be set up as an integral part of your existing platform, be entirely managed by the Donnelley Financial Solutions team or activated on a hybrid model basis.
A disclosure document delivery solution that's best for you
Based on our experience, we know that companies are not all looking for the same solution. We offer a consultative approach to help you determine what works best for your process and staffing. Whether you look to us to manage the entire process or integrate selected products with your capabilities, the benefits of working with Donnelley Financial Solutions in terms of efficiency and compliance remain the same. We view shareholder communications as an opportunity to create value for you either with market-leading, activity specific solutions or with a combination of our end to end services.