Key to ensuring that paperless delivery recipients acknowledge and are driven to act on their e-Delivery notifications is ensuring that email communication is highly effective. Recipients must be confident that the communication they are receiving from your firm is legitimate.
Details proactively identifying the document should be provided
Messaging must be crystal clear
The design of the email must be professional and up-to-date
Branding must be highly evident
DALBAR reviewed financial firms’ paperless delivery notifications and identified best-in-class practices in DALBAR’s State of the Industry: e-Delivery Notifications study.
Key to ensuring that paperless delivery recipients acknowledge and are driven to act on their e-Delivery notifications is ensuring that email communication is highly effective. Recipients must be confident that the communication they are receiving from your firm is legitimate.
Details proactively identifying the document should be provided
Messaging must be crystal clear
The design of the email must be professional and up-to-date
Branding must be highly evident
DALBAR reviewed financial firms’ paperless delivery notifications and identified best-in-class practices in DALBAR’s State of the Industry: e-Delivery Notifications study.
