In today's highly competitive financial services market, superb and personalized client communications is a necessity. Vision FI makes it easier to deliver highly customized, timely, client communications that clearly differentiates firms from their competition.
Vision FI offers a suite of design tools, and simple drag-and-drop functionality with a highly configurable portal enabling firms to completely customize the end-client experience. The portal is fully integrated with Vision FI's workflow, so documents are instantly available once they are approved for publication. Vision FI's end-to-end workflow models and dashboards provide a flexible means for establishing the review, sign-off, and standardized path a document must complete before distribution.
"Investment management firms are now looking for client communication tools that offer flexibility, customization, and differentiation. Vision FI is responding to this need by offering dynamic content options for client presentations. Firms can deliver this information to their clients through print, email, or online via a customizable portal," said
Vision FI - the next generation of SS&C Varden - gives users full control over distribution specifying which documents they publish and selecting delivery methods, such as print, email, or portal access. Utilizing these custom delivery rules, users can easily manage the generation and distribution of internal and external content. More than 300 customers use
"Adox's Follow the Money research shows that the client communications market is at a crossroads. Almost 30% of managers are as concerned about completeness of feature/function as they are about suppliers' service and support capabilities," said
For more details, visit the Vision FI product page.
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