Global Asset Management: 2020 Strategic Leadership Forum

O’Neil Digital Solutions will be exhibiting at the 2020 NICSA Strategic Leadership Forum, February 26 – 28 at the Marriott Harbor Beach in Ft. Lauderdale, FL. This forum is a must-attend event for professionals in the global asset management industry. It is the place where industry experts provide up-to-date information on hot industry topics. 

The most successful financial organizations use highly personalized and relevant data to create valuable insights that enable them to interact with stakeholders in more meaningful ways. They consider each every touchpoint of the customer experience, whether online or offline, and work to ensure personalization at every point.

O’Neil integrates marketing and communications with technology to improve customer experience and satisfaction by communicating with your shareholders more effectively. We make it easy for our clients to strengthen their customer relationships by communicating how they prefer through Omni-channel solutions. We also leverage data analytics to create customized journey maps and persona-based targeted messaging. O’Neil Digital Solutions give our clients the option to control their communication workflow with ONEsuite™, our suite of web tools to create, manage and deliver business documents. 

O’Neil is a leader in innovative data-driven technology to produce and deliver compliance-driven, marketing communications and other business critical documents for the financial services and insurance industries. Our document lifecycle expertise includes: 

  • Welcome & New Prospect Kits
  • Enrollment Kits 
  • Annual & Semi-Annual Reports
  • 401K Statements
  • Statements & Confirms
  • Bank/Credit Union Statements
  • Compliance/Notice Letters
  • Confirmation Letters / Notices
  • Summary Prospectus Mail & Bulk
  • 1099’s, 5498’s & K-1 Tax Documents

We look forward to seeing you February 26 – 28 in Ft. Lauderadale. Stop by Booth #21 to learn more about O’Neil’s innovative solutions for document creation, management and delivery.