Financial Services Testimonials/Case Studies

"Working in a truly collaborative effort with DST Output’s statement design experts, Investors Bank was able to produce a high quality professional statement at a lower cost while providing our clients with superior service."

Bruce Mailberg, Investors Bank & Trust Company

The trust banking industry views statements as consistent ambassadors of the firms' products and services. They're tangible items that the client can hold in their hands to provide proof of services rendered. A leading trust banking institution, Investors Bank & Trust Company, recently decided their statements should do more. They felt that their statements, both printed and electronic, could differentiate their services from those of their competition.

Investors Bank & Trust Company Takes Full Advantage of DST Output’s Total Solution (PDF 76KB)

“Many investors take the time to think about their options and preferences, then act on their own schedule. We must be ready when they are.”

Karen Becker, Calvert Funds

Getting investor consent to opt out of paper in favor of electronic documents is just like a good mystery—the essential ingredients are motive and opportunity. Investors need a motive to consent and fund managers need to provide plenty of opportunity to facilitate the process.

Clues to Successful Consent Promotion (PDF 215KB)

“We know we need to help our clients walk before inviting them to run.”

Sean Mackenzie, Delaware Investments

Seeking to optimize online delivery of documents through Informa^SM, Delaware Investments committed executives from all areas of their company to form a Consent Marketing Team. Lead by Maryanne Rogus, assistant vice president for Retail Communications Services, and Sean Mackenzie, project manager for e-delivery, the team drew on the experience of consultants from DST Output’s Consent Adoption Program (CAP) to lead them in joint planning sessions.

Early Paper-to-Electronic Success: Over 70% Sign Up (PDF 182KB)

"DST Output helped us see the big picture"

Maryanne Rogus, Delaware Investments

DST Output helped us see the big picture (WMV Video 29 Sec., 2.44MB)*

“For us the Web is one of many communications vehicles, but a very important one. So keeping all of our communications channels in sync has been important for our success. This alignment assures clear and concise communications to our customers.”

Terri Berg, INVESCO

INVESCO keeps shareholder service a top priority. That is why the well-known mutual fund provider became an early adopter of e-delivery options. Recognizing the advantages of the Informa^SM suite from DST Output, they chose it as their customer communications e-solution for statements.

Unified Effort Proves Permission Marketing Goals Can Be Exceeded (PDF 155KB)

View a comprehensive list of DST Output Testimonials/Case Studies

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