Brokerage & Financial

CGI can support a number of client document needs and marketing efforts for our brokerage and financial customers. From the basic printing and insertion of marketing pieces in monthly customer statements, to complete electronic solutions, our staff is ready to meet your needs.

CGI has all the capabilities you need to put together outstanding investor correspondence. Our document design and formatting can make use of features like: pie charts showing asset allocation, check images, and cost basis data, as well as merging third party data such as bank data containing ATM, ACH, and check writing activity to provide combined brokerage/bank statements. We have extensive experience working with various data providers, as well as other proprietary client data files, and we have used these data files to compile a large portfolio of custom client document formats. We have complete mailing and fulfillment capabilities as well electronic conversion for delivery by CD or securely over the internet.

In addition, we can create custom multi-channel marketing programs for new customer acquisition, product and service cross-selling and customer win-back specifically tailored for the brokerage and finanical industry.

Banking and Financial