Mike guides the delivery of customer-centric solutions at DST Output, spanning idea innovation, product management, and technical architecture and eSolutions customer service. With consideration of industry innovations coupled with operational excellence, Mike focuses on the practical application of novel ideas and technologies. As a former telecom executive, Mike has had significant leadership experiences in virtually all aspects of Information Technology and has pioneered many breakthroughs in Billing and Customer Care.eProspectusDirect helps you comply with the SEC’s Summary Prospectus rule while minimizing materials, print, postage, and inventory costs.
eProspectusDirect offers a single-vendor summary prospectus solution with print-on-demand, online presentment, and electronic delivery capabilities in accordance with SEC requirements. When producing the summary prospectus in-line with the shareholder’s first dollar confirmation statement, you can provide delivery compliance and save on material and postage costs by sending a single envelope.
Features
- Manages the print and electronic delivery of multiple compliance documents – prospectuses, SAI, annual and semi-annual reports, and supplements
- Built to comply with the disclosure requirements set by the SEC’s Summary Prospectus Rule
- Reduces costs by combining the prospectus with the trade confirmation in a single envelope, eliminating redundant processing, postage, and materials
- Supports “deep linking” as required by the SEC
- Ability to utilize RSS notifications of updated documents for compliance assurance
- Streamlines on-line viewing of compliance documents from a single document repository
- Supports consent management and fulfillment for print and/or electronic delivery preferences
Benefits
- “Go Green” by leveraging the Internet as a distribution channel
- Gain efficiencies and save costs by mailing the summary prospectus with other financial and marketing documents
- Drive down distribution costs—processing, materials, and postage
- Take advantage of print-on-demand and online viewing technologies
- Allow investors to quickly gain a basic understanding of mutual fund investment options
- Reduce the number of prospectus-related inquiries to your call centers
- Support customer choice by delivering information based on their preferences
- Provide enhanced customer service by being able to direct investors to a user-friendly resource