Mutual Funds

As a mutual fund company, you are seeking ways to educate your investors about the current market, improve investor confidence, increase asset retention, and implement effective campaign management techniques.  Are you successful in your efforts?  How are you going to stand out?  

One way to stand out is with TransPromo, a term describing a document that combines transactional information with promotional marketing or customer education information.  

TransPromo research has shown:

• The more personalized and relevant the content, the greater the response rates.
• The greater the integration into marketing campaigns, the better the overall campaign results.
• The more sophisticated the data mining, the higher the likelihood of offering the investor a program he or she will act on. 

We’ll show you how you can:

• Align your products and services with your most profitable clients
• Increase asset retention
• Drive cross-selling opportunities
• Implement a multi-channel communications strategy – both in print and electronic

Call us at (800) 441-7587 or email us to implement TransPromo and other effective investor communication techniques today.

Resources for
Mutual Funds

TransPromo Capabilities Open New Marketing Opportunities. >More

Our Mutual Funds Solution

Printed and Electronic Output

• Printed and electronic document production
• Full and highlight color capabilities to enable TransPromo communications

Electronic Solutions

• Electronic Web and CD presentment
• Distribution options including Secure eMail

Postal Optimization

• Address quality
• Mail acceptance
• Postage payment

Tools and Technology

• Campaign management abilities
• Online access to audit/release, job tracking, reporting functionality