Secure & Optimized Client Communication Solutions

Build better relationships with superior client communication.

In private wealth management, client communication is key to cultivating strong relationships. Wealth managers must often share confidential and highly regulated information with investors, prospects and clients. Yet most forms of client communication don’t meet the highest security standards, putting client relationships and regulatory compliance at risk. Mailing hard copies of client communication is costly and inefficient, standard email is not at all secure and FTP tools tend to be frustrating for managers and clients alike.

We can help. Intralinks VIA® provides tools to improve client and investor communication. It makes collecting, processing and delivering comprehensive reporting documents fast, simple and secure. With a proven 20-year track record in financial services, you can be certain that Intralinks has the knowledge and experience to help you meet compliance requirements in any highly-regulated industry.

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Intralinks© secure collaboration solution simplifies client communication.

​Intralinks’ document sharing and enterprise collaboration software provides comprehensive tools that let you securely share documents and collaborate with anyone, anywhere on any device. From simple file sync and share to collaborative team workspaces and large-scale virtual data rooms, Intralinks’ solutions let teams work flexibly within and across networks and systems while maintaining complete control over sensitive information.

For client communication and partner collaboration, the Intralinks platform combines advanced document management capabilities with powerful reporting and workflow tools to help investment wealth managers improve security, increase efficiency and reduce the load on staff resources. With Intralinks, you can:

  • Automate the process of collecting performance data from fund managers.
  • Store and process data in a secure, centralized repository.
  • Distribute documents to clients electronically using any existing front-end portal.

Key benefits of Intralinks’ client communication technology.

When using Intralinks for client communication and external collaboration, you can:

  • Strengthen client relationships: Enhance the client experience by providing investors with information in the electronic formats they prefer.
  • Keep personal information secure: Prevent loss of personally identifiable information (PII) and proprietary data.
  • Increase productivity: Manage client communication and client-related documents more efficiently, and respond more quickly to client and advisor requests.
  • Reduce costs: Eliminate time-consuming physical collection and distribution of documents, and let your teams focus on revenue-generating tasks.
  • Improve compliance: Use rich auditing, reporting and management features to know if and when clients view their reports.

Learn more about improving client communication with Intralinks solutions for vendor collaboration.

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