01.22.15
RR Donnelley has been awarded a five-year contract by Janney Montgomery Scott to provide post-sale fulfillment and regulatory communications services to investors. Janney is a full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, USA.
RR Donnelley will draw on a broad set of capabilities and technologies that will leverage a strategic relationship with Mediant Communications, a provider of investor communications technology and services. The solution is designed to enhance compliance document distribution by enabling advisors to send and track the delivery of regulatory documents, both electronic and mail, from the initial sale through to the required delivery of a prospectus and confirmation following an investment. This is all completed in the same user interface.
"We send our clients thousands of communications each year, an operational challenge made more complex by the regulatory demand for the timely delivery of post-sale documents," states Anthony Miller, executive vice president, chief administrative officer of Janney. "Through a combination of technology and proven expertise, RR Donnelley offers us an innovative solution and a more efficient way for us to manage and deliver prospectuses, confirmation statements and other disclosure documents critical to our client communications."
Eric Johnson, RR Donnelley's senior vice president of global investment markets financial services, comments, "We are very pleased to have the opportunity to serve the needs of Janney. Our solution leverages integrated services from across RR Donnelley's extensive, end-to-end communications platform, including prospectus hosting, delivery-tracking technology, and sophisticated data analysis tools."
RR Donnelley will draw on a broad set of capabilities and technologies that will leverage a strategic relationship with Mediant Communications, a provider of investor communications technology and services. The solution is designed to enhance compliance document distribution by enabling advisors to send and track the delivery of regulatory documents, both electronic and mail, from the initial sale through to the required delivery of a prospectus and confirmation following an investment. This is all completed in the same user interface.
"We send our clients thousands of communications each year, an operational challenge made more complex by the regulatory demand for the timely delivery of post-sale documents," states Anthony Miller, executive vice president, chief administrative officer of Janney. "Through a combination of technology and proven expertise, RR Donnelley offers us an innovative solution and a more efficient way for us to manage and deliver prospectuses, confirmation statements and other disclosure documents critical to our client communications."
Eric Johnson, RR Donnelley's senior vice president of global investment markets financial services, comments, "We are very pleased to have the opportunity to serve the needs of Janney. Our solution leverages integrated services from across RR Donnelley's extensive, end-to-end communications platform, including prospectus hosting, delivery-tracking technology, and sophisticated data analysis tools."