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Investment Brokerages

Regulatory agencies continually make it difficult to provide information or advertisements for various products and services that a brokerage might wish to get out to existing customers or prospective clients.

Due to the length of time and the costs involved, many firms rely solely on their prospectus for information to their existing and potential clients. The prospectuses are long winded and to all intensive purposes dull to read.

The regulatory bodies do not like fluff and sales jargon. They prefer to see "Just The Facts Mam." So, if that is the case how does a brokerage present it's products and services in a way to meet the regulatory requirements yet create some interest in those products and services without boring the client to death? The answer is in the PRESENTATION.

Communication Programs Designed to Keep Clients Informed and Meet Regulatory Requirements.

There is a great need for information presented to consumers to be disclosed in an effective way, yet it must meet the requirements of the regulatory agencies who wish to protect consumers from unethical practices.

The answer is to provide approved information in the most effective form possible. Real Data Communication can provide the delivery mechanism to effectively communicate your offering in a way that will get your clients attention, yet your message can contain all the required material to meet regulatory requirements.

You can provide:

~Monthly broker statements.
~Valuation reports after the end of each calendar quarter.
~Regular communications to keep you clients apprised of your current thinking regarding the markets and provide insight into the individual accounts that comprise their portfolios.
~Enable quick communication within the investment departments and between the department and its prospects/clients.
~Capture previously unstructured company-specific information and make that information more redaly available to all parties.
~Scaleable presentations to maintain performance as the firm continues its growth.
~Corporate Communications and training.
~Interdepartmental Communications.

Unique Audio/ Video/ Interactive E-Solutions to help brokerages reach and capture their online potential. Our products enable our clients to create dynamic multimedia communication solutions while saving time, maintaining compliance, cutting production costs, and providing immediate return on investment due to their efficiency and ease of use.

Since a picture is worth a thousand words we have included some samples for you to view.

Click on the following links to view some samples.

Business Services

Wachovia Insurance

Zecco

For more information call our direct sales line at 1-602-885-4879