O’Neil Digital Solutions has created a new document management platform, ONEsuite 2.0, for retirement plan advisers to create, manage and deliver documents in any format requested, be it mobile, web, email or print.
Mark Rossen, vice president of sales and marketing at O’Neil Digital Solutions, said the company’s goal was to help advisers strengthen relationships with their customers by providing them with “confidential and time-sensitive documents anywhere and in any format they choose.”
The platform includes preference management; email and text push notifications; document creation and management; printed documents and document archiving. The company notes that because the platform includes digital options, it has the potential to save on printing and postage costs.
Customers can elect to receive different types of documents via different channels. Once a document is sent, the system sends real-time notifications to customers, via email or text messaging. It also electronically delivers critical compliance and marketing communications documents, including billing statements, compliance letters, welcome kits, ID cards, contracts, confirms, personalized direct mail and other data-driven communications.
The platform also permits advisers to customize documents with variable text and images. All of the documents are archived.
Advisers interested in obtaining more information about ONEsuite 2.0 can do so here.