Tax suppression & digital document delivery
Project highlights:
Project highlights:
A solution to implement digital delivery of account statements and documents for investment accounts, with functionality that allows users to manage their mailing preferences through digital channels.
Additionally, the solution will automate marketing campaigns on the servicing channel, enabling targeted delivery of in-app messaging. This includes splash pages, marketing spotlights, and page-level notifications by identifying the appropriate categories of users.
Client segmentation and targeting
