Agents/Consultants to Support Marketing-Branding-PR

Mutual Funds
Customer Communication Solutions for Developing New Opportunities and Building Brand Awareness
Rapid Solutions Group has the solution companies in the mutual fund industry need to build on renewed investor confidence to create brand loyalty, reduce churn and take advantage of new investment opportunities. It’s called relevance.
Relevance is the product of communicating with investors and prospects through the power of VDP — variable data printing. By using VDP, we help you take advantage of segmentation, personalization and customization so that each communication you send is specific to the needs and situation of the individual recipient. 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.
Rapid Solutions Group gives you the relevance edge. It’s an edge of communications expertise, resources and innovations that will help you find revenue-enhancing opportunities with every message you send. Count on Rapid Solutions Group for the tools you need to manage, customize and maintain communications to:
• Increase brand awareness, enhance your corporate image and build investor loyalty
• Ensure compliance with federal regulations
• Boost conversion rates
• Minimize obsolescence and waste
• Reduce call center costs with automated processes
• Capture, maintain and track demographic information
• Integrate print and electronic delivery
• Take advantage of new cross-sell opportunities
Additional Resources
Rapid Forms™ helps you meet USA PATRIOT Act regulations for your shareholder documents with customizable modular application templates that ensure compliance while retaining your brand identity. 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
http://rapidsolutionsgroup.com/industries/financial/mutualfunds/index.html




Case Study
Maximizing Established Investor Relationships
IRA Retirement Re-Contribution Booklet Boosts Assets
The Challenge:
Our client, Tamarack Funds, wanted to implement a Retirement Re-contribution campaign segmenting their under- and over-55 IRA accounts in the hopes it would bring new life to stagnating IRA accounts. Many participants had not maxed out their IRA contributions, and Tamarack wanted to increase contribution rates to increase assets.
The Solution:
At Rapid Solutions Group, we helped Tamarack create, produce and deliver a campaign of customized and personalized re-contribution booklets segmented by age, as well as account and demographic information. Combining design capabilities with variable data print technologies, we developed an attractive kit filled with saving charts and other incentives to raise contributions in a way that really appealed to the end recipient.
The Result:
This one-time mailing of a booklet of personalized savings illustrations and prefilled coupons resulted in a 22% increase in the average investor deposit … and a six-figure net profit.
”We were pleased with the results,” says Jennifer Lammers, President of Tamarack Funds. “The IRA campaign allowed us to touch and get responses from a segment of our investors we’ve not been able to reach before.”
http://rapidsolutionsgroup.com/industries/financial/mutualfunds/cs_IRARetirementBook.html

Contact Us
At Rapid Solutions Group™ we value your questions and input.
You may reach Rapid Solutions Group via …


Mail:
Rapid Solutions Group
525 Broad Hollow Road
Melville, NY 11747
Phone: 516-620-6500
Toll-Free Phone:1-877-RAPID-SG
(1-877-727-4374)
or
E-Mail: info@rapidsolutionsgroup.com

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
http://rapidsolutionsgroup.com/industries/financial/brokerage/index.html

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