Build Trusted Client Relationships with xPression for Private Clients in Wealth Management

Build Trusted Client Relationships Through Customized Communications

Are you facing challenges retaining or attracting new clients? Are your client communications as relevant, impressive, and timely as they should be?

Attend this 30-minute webcast and learn how you can build trusted client relationships, drive revenue, and reduce time spent preparing documents.

EMC Document Sciences, a leading global provider of customer communications management solutions, introduces a new solution for wealth management professionals based on our award-winning xPression® 3 software suite.

xPression 3 enables wealth management firms to build trusted client relationships by dynamically creating, personalizing, customizing, and distributing high-quality, client-facing documents, including realtime statements, newsletters, welcome kits, letters, rich HTML e-mail, fund fact sheets, pitch books, seminar invites, and marketing materials.

xPression 3 automates the process of assembling, formatting, and delivering customized information to clients. It integrates seamlessly with existing IT systems and enables financial advisors to:

  • Easily select and generate preapproved marketing collateral on demand from an intuitive Web interface.
  • Distribute client communications in a variety of formats via customer preferred delivery channels, including print, e-mail, Web, and SMS.
  • Maintain crucial brand integrity and enforce compliance.


Attend this 30-minute webcast and learn how you can build trusted client relationships, drive revenue, and reduce time spent preparing documents with a customer communications management solution from EMC Document Sciences.

Click here now to register for the webcast.

Date & Time   
Wednesday, July 30, 2008
11:00 am PT / 2:00 pm ET

Learn how EMC Document Sciences solutions automate the process of compiling, presenting, and delivering customized information to clients of wealth management firms in this
30-minute webcast.

Register Now!


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