Webinar: Exceptional client communication with Vision FI

Tuesday, January 30, 2018 | By Richard Hutton

Webinar: Exceptional client communication with Vision FI

In today’s highly competitive financial services market, your client communications need to be exceptional. They need to be timely, customized, cost-efficient, relevant…the list goes on. However, creating and distributing exceptional client communications can take time—a lot of time. Time that your firm needs to focus on other equally important tasks. We get that. So we created Vision FI—a comprehensive, end-to-end solution for designing, producing and distributing exceptional client communications.

Intrigued? Want to learn more?

Join us for our upcoming webinar to find out about evolving client communication trends and how Vision FI can help you stay ahead of the curve and surpass your client’s expectations.

Our hosts will be Gert Reaves, Research Director at Adox Research presenting on the latest market research, and Michael Kendall, Director, Head of Client Communications Solutions at SS&C sharing insights on Vision FI.  This one-hour webinar is taking place February 20th, register today!

Key takeways include:

  • Latest survey results from Adox Research on client communication trends
  • Presentation of Vision FI and how it empowers business users to design, produce and distribute client communications
  • How Vision FI addresses both print and online reporting from a single design


Asset Management, EMEA, Wealth Management

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