Trends Report

More US Investors Adopt eDelivery, But Most Still Get Paper

July 5th, 2012
Bill Doyle, null
Bill Doyle
With contributors:
Carrie Johnson , Douglas Roberge

Summary

Eager to reduce the costs of mailing paper statements and other client communications, investment firms have been promoting electronic delivery (eDelivery) to their customers. It's working: The number of clients receiving paper statements has declined steadily in recent years. Yet the majority of US investors still get their statements and other client communications on paper. This document discusses tactics that eBusiness and channel strategy professionals can use to encourage more clients to turn off paper statements and to clarify the benefits of eDelivery to clients.

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