Rapid Solutions Group is a leading provider of business communications. From variable data publishing to POD to Web delivery, we offer state-of-the-art technologies to customize and personalize mission-critical customer communications.

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Brokerage

Customer Communication Solutions for Acquiring Clients, Boosting Account Balances and Retaining Investors for Life

At Rapid Solutions Group, our communication solutions can help you capture investor mindshare to help you generate leads … acquire new clients … leverage current client information for cross-selling opportunities … and maintain and boost average account balances.

Our solutions are flexible, designed to conform to your needs to streamline the creation and distribution of all your brokerage communication, such as personalized direct mail, welcome booklets, cross-sell messaging, financial check-ups and much more. How do we do it?

We use innovations in variable data publishing to segment, customize and personalize all of your marketing, transactional and compliance communications in a way that is relevant and meaningful to the investor. When you are able to talk to potential and current investors in a way they can understand and appreciate, chances are you convert the account.

Individual brokers are another important component in maintaining your bottom line. So, we help you give brokers the communications relevance necessary to help them develop and maintain strong personal ties with their investors — helping build brand loyalty with investors and brokers alike. When you implement relevance throughout your investment communications, you:

• Help brokers and corresponding firms know how to sell your product
• Improve investor trust and build brand loyalty
• Reduce obsolescence and maintain compliance
• Lower costs while boosting average account balances
• Minimize regulatory issues and maximize operational effectiveness

Additional Resources

Brokerage Communications Lifecycle: Communication Solutions for the Brokerage Industry — Personalized communications to capture mindshare … build investor relationships … and maintain assets — 725KB PDF file

Rapid Confirm^® is the market leader for brokerage firms that outsource the production of SEC compliant e-mail and hard copy trade confirmations, accounting for more than 20 percent of all retail transactions in U.S. equity markets. Learn More

Rapid Portfolio™ helps develop and maintain loyalty with high net worth investors with high-impact, full-color, custom bound booklets summarizing portfolio performance, as well as offering opportunities for specialized, personalized messaging. Learn More

Rapid Fulfillment^® prints customized and personalized fulfillment documents on demand, so your customers and prospects only get the most current version of your literature. Content is easily modified with our Web-based document management and workflow system. Learn More