The Wealth Management industry has undergone significant change due to shifting regulations and client demands. To maintain trust and engagement across generations of investors, we help firms to provide timely, secure, and tailored communications that address common needs.
Looking to organise ad-hoc mailings? Regular contracted work, such as the dispatch of daily contract notes and monthly statements? Or perhaps a structured year-round mailing strategy? CFH solutions can support your organisation in reaching who you need to, when you need to.
Documents we typically print and post on a daily, monthly, quarterly and annual basis include:
We recognise the common challenges faced by financial advisory services, and with a well-managed communication strategy, you can strengthen client relationships to improve retention. From onboarding to delivery, we work with you to become your partner for smarter communications, delivering the high quality and timely service that modern investors have come to expect.
With a friendly in-house support team and dedicated account manager assigned to you, we can work closely to structure the sending of your legislative mailings, bespoke client updates and more. Tailored mailing solutions from CFH even allow you to send your packs with multiple inserts, bespoke covers, distinct paper stocks, and unique envelope types.
CFH Managed is our all-in-one print management solution, ideal for busy wealth management organisations sending direct mail at volume. A complete print management process and managed mail service, our expert team can take care of everything - from secure data transfer to print production and delivery - allowing you to focus on what matters most. Simply tell us your requirements, and our reliable teams will handle the rest.
With efficient data handling, easy templated document designs and ongoing regular account reviews, our managed offering is a seamless end-to-end solution. For businesses seeking a more flexible approach, we also offer Docmail, the original user-friendly hybrid mail platform suitable for instant print and post on-demand.
We prioritise security with SFTP encryption for safe data transfer and hold certifications including ISO 27001 (Information Security), ISO 9001 (Quality Management), and Cyber Essentials Plus. Meet strict regulatory and security standards with communication solutions that comply with GDPR and industry regulations. Your output will remain fully in-line with FCA Consumer Duty too when you opt for CFH, with documents delivered securely on time, and in a fully compliant format.
