BNY Mellon

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BNY Mellon
Martin H. McElligott
Managing Director
240 Greenwich St
New York, NY 10286
412-234-5999
assetservicingmarketing@bnymellon.com
www.bnymellon.com
Services offered: CRM, Print/Mail and VRU

BNY Mellon stands committed to your success with Investor Solutions designed to help with your efforts to streamline operations, pinpoint growth opportunities and delight investors. With a single strategic partnership, you have access to comprehensive solutions to tackle your most pressing business challenges.

Shareholder Communications is just one set of services we offer as part of our overall suite of services directed to fund companies. Service capabilities include:

CRM: BNY Mellon’s Customer Management Suite (CMS) is a web-based solution integrated with BNY Mellon’s core recordkeeping functionality. It provides investment companies with workflow management, electronic document processing, integrated Web based frontends, customer relationship management, and other features associated with the automated servicing of brokers and investors. This robust solution helps to offset account servicing costs, improve servicing efficiency and reduce risk.

Print/Mail: With over 20 years of experience, BNY Mellon’s Document Solutions provides extensive, one-stop outputcapabilities. Through our relationship with Conduent, our clients have access to Conduent’s technology and expertise in producing high-resolution, variable-image documents. We leverage a robust suite of digital and client centric solutions including enhanced capabilities to deliver a complete digital communications solution and innovation in personalized multi-channel business communications. Our e-delivery solutions offer document presentment via the Internet in PDF or HTML format, along with eNotification, suppression, and presentment capabilities. From traditional transaction output to multichannel digital delivery and data governance of highly sensitive customer communications, BNY Mellon offers a single source to meet our clients’ output needs.

VRU: BNY Mellon’s interactive voice response solution, utilizing natural language understanding, provides callers with a simple, user-friendly experience. Comprehensive self-service functionality is available 24/7 to provide shareholder access to account balance, transaction history, checkbook reorder, statement orders, tax form orders, trading, fund price inquiry, fund dividend inquiry, capital gain inquiry, total return and yield information.