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THE FINANCIAL COMMUNICATIONS FORUM


Chicago, June 14th - 15th, 2004

Increased competition, e-commerce, mergers and acquisitions, and a growing diversity of customers have all heightened the need for financial companies to create strong and highly effective communication strategies.

At the Financial Communications Forum we strive to raise the standards of customer communications by providing the most up-to-date solution and trends for delivering information. Because our conference focuses on investor communications, those within the variable annuity, mutual fund, brokerage, banking and insurance industries will find solutions that relate directly to their business model. Our conference sessions are presented by financial industry leaders who are currently using the latest technologies for both print and electronic delivery.

Topics at our upcoming conference include:

Regulatory and Compliance issues for Marketing Professionals
  • E-Mail Accountability and Compliance 
  • Building Trust and Addressing New Compliance Issues
  • Managing Shareholder Communication Expenses
  • Regulatory Impact on Customer Relationship Management

 

Design and Usability
  • Creating Personalized Communications
  • Best Practices in Advisor Support
  • Designing Award-Winning Statements 
  • Best Practices in Marketing Communications 
  • Post Merger Redesign Issues
  • Customer Research and Usability Testing

 

Case Studies and  Technology Evaluations:  
  • Composition Tools
  • Electronic Archiving  
  • Content Management 
  • Electronic Presentment 
  • Personalization

 

  

Copyright 2004, The Financial Communications Forum
The conference sessions, abstracts and presentations at the The Financial Communications Forum are copyrights of
The Financial Communications Forum and the speakers.
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