Event Date/Time: Dec 15, 2003
End Date/Time: Dec 16, 2003
The Financial Communications Forum 2003 will be held December 15-16, at the Sheraton Hotel in Boston, Massachusetts. Representatives from ADP, Fidelity Investments, FleetBoston Financial, Manulife Financial, Pershing LLC and Schwab Retirement Plan Services have identified a number of key challenges facing the industry today: Understanding the impact of new regulations on financial communications and customer relationship building; Effectively designing and testing financial communications and measuring the impact on customer acquisition, satisfaction and asset retention; Evaluating key technologies for producing financial communications, such as composition and personalization tools, content management systems, electronic delivery and archive solutions. The Financial Communications Forum helps senior-level managers, marketing, and IT professionals understand and leverage document design, technology, workflow processes, and delivery strategies for more effective customer communications. The conference features speakers and attendees from financial companies representing the brokerage, private banking, mutual fund, retirement, insurance and variable annuity industries.