Until now, the customer's mailbox has largely been a "fire-and-forget" receptacle. Stationary. Static. If it's the one at the end of a driveway, the checklist started and stopped at: document sent. You did not know if it actually reached the destination.

If it's the one on the other end of an online transmission, the checklist could extend to confirming that the document was delivered and that it was read.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.