Making e-Delivery a priority can be a win-win for firms and investors
Now more than ever, a properly developed digital program is a necessity to successfully conduct business. As investors place greater emphasis on receiving communications electronically, BNY Mellon Pershing’s e-Delivery solution can help fill that need.
Check out these helpful resources that outline ways your firm can promote e-Delivery through investor education, sharing proven best practices and dispelling myths.
Providing these tools to your advisors’ outreach strategy can be effective ways to communicate the benefits of e-Delivery.