Electronic delivery service for prospectuses and important information sheets for mutual fund sales using SMS.
Our company provides a service that allows financial institutions to electronically deliver the "prospectus" and "supplementary documents" that are required to be provided to customers when selling investment trusts, using SMS (Short Message Service). Customers can receive the prospectus in PDF format via SMS, allowing them to download the document to their smartphones or other devices and view it at their convenience. Additionally, the implementation of this service significantly reduces the burden and costs associated with managing and storing prospectuses at the headquarters and branches of financial institutions. Please feel free to contact us if you have any inquiries. *For more details, please download the PDF or feel free to reach out to us.*
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【Features】 ■ Utilizes SMS to enable electronic delivery of prospectuses during mutual fund sales ■ Significantly reduces prospectus management costs for headquarters and sales offices through electronic delivery ■ Provides comprehensive support for labor-intensive tasks such as prospectus checks and management of effective dates ■ Can be used independently without the need for integration with CRM systems ■ Offers dedicated screens for tablets as well as PCs ■ Developed in collaboration with sales companies to define requirements, ensuring the service is approved by authorities *For more details, please download the PDF or feel free to contact us.
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For more details, please download the PDF or feel free to contact us.
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Company information
Since the deregulation of bank sales of investment trusts in 1998, our company has continued to operate as a provider of asset management-related services focused on investment trusts and insurance sales for financial institutions, including regional banks. Leveraging our expertise in investment trust operations, we have developed an investment trust database, data and content distribution, as well as packages and tablet applications related to investment trust and insurance operations, which have been highly valued by many clients and are utilized as essential information systems in their daily operations. Please feel free to contact us if you have any inquiries.