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Drive Efficiency with eDelivery

Making eDelivery 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 eDelivery solution can help fill that need.

Our eDelivery brochure and these helpful resources outline ways your firm can promote eDelivery through investor education, sharing proven best practices and dispelling myths.

• Just the Facts: Use this eDelivery fact sheet to highlight features and benefits
• Getting Started: This guide can help investors register for a NetXInvestor^® ID and enroll in eDelivery
• Helping Yourself: The sample voicemail messages and statement messages in this document can help your firm creatively promote eDelivery
• Myth Busters: This is a helpful guide for broker-dealers and RIAs to dispelling the myths and preconceived notions your investors may have about online communications
• Proven Results: There are different strategies for enrolling investors in eDelivery, this document shows those strategies of broker-dealers in action with proven results

Providing these tools to your advisors’ outreach strategy can be effective ways to communicate the benefits of eDelivery.