Offers advanced investor communications including reporting, CRM, regulatory documents distribution, secure portals and automated workflows, with integrated KYC and AML features.
Tools for managing mass communications, newsletters, webinars, and other content distribution to clients and prospects, often with tracking and analytics capabilities.
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Email Distribution Send mass emails and newsletters to clients or distribution lists. |
FIS Investor Servicing Suite advertises mass email communications as part of its robust investor communications platform. | |
SMS Messaging Distribute key communications to clients via text messaging. |
No information available | |
Webinar Hosting Directly host or integrate live webinars and virtual events for investors. |
Marketing materials indicate support for virtual presentations and event communications, inferring integration or hosting of webinars. | |
Push Notifications Send notifications through a mobile app or browser to engage clients. |
No information available | |
Automated Voice Calls Deliver prerecorded or live voice calls for urgent updates. |
No information available | |
In-platform Messaging Securely communicate with clients within the platform interface. |
FIS portal offers secure message exchanges with investors within the platform. | |
Physical Mail Integration Coordinate and track direct mail or regulatory documents. |
No information available | |
API Channel Support Connect communications to other apps or portals via APIs. |
FIS presents strong API support and integrations in its documentation. | |
Retargeting/Advertising Integration Push retargeted ads or sponsored content via emails or SMS. |
No information available | |
Social Media Posting Share newsletters, blogs, or updates through social media platforms. |
Marketing mentions integration with social network sites for sharing materials. |
Dynamic List Management Create audiences based on real-time filters or criteria. |
Dynamic list management is typical for class-leading CRM systems like FIS. | |
Custom Tags/Attributes Tag clients and prospects with custom fields for segmentation. |
Custom tagging/attributes are supported for segmentation of investors and prospects. | |
Automatic Segmentation Automatically categorize audiences based on investment size, activity, or demographics. |
Automatic segmentation is noted in FIS’s investor communication suite capabilities. | |
Exclusion Lists Exclude specific audiences from communications as needed. |
Exclusion lists are standard in modern communication/CRM tools, likely present here. | |
Bulk Import/Export Import or export segmented lists in common formats (CSV, Excel). |
Bulk import/export via CSV or Excel mentioned as part of onboarding and segment management. | |
Integration with CRM Syncs audience segments dynamically with the fund's CRM system. |
Integration with CRM systems is a core feature promoted by FIS. | |
Geographical Segmentation Segment and target users by region or compliance jurisdiction. |
Geographic segmentation, for regulatory compliance reasons, is explicitly discussed in the suite. | |
Behavioral Segmentation Segment by activity (event attendance, email engagement, etc.). |
Behavioral segmentation by activity and engagement present in FIS communication suite. | |
Investor Type Classification Classify by investor class (institutional, retail, accredited, etc.). |
Investor type classification (institutional, retail, etc.) is part of the CRM/investor profiles. | |
Lookalike Audience Features Create new segments based on similarities to existing engaged clients. |
No information available |
Drag-and-Drop Editor User-friendly interface to design and edit emails and newsletters. |
Marketing and product resources highlight a drag-and-drop editor for email templates. | |
Pre-built Templates Library of reusable templates for common communications. |
Pre-built templates are included as a key content management feature. | |
Version Control Track revisions and maintain content history for compliance. |
Version control and audit trails are heavily marketed for compliance. | |
Rich Media Embeds Insert video, images, charts, and audio in communications. |
Rich media embeds supported as part of modern communication suite. | |
Document Management Central repository for sharing regulatory documents, factsheets, and disclosures. |
Central document sharing and management is a main portal feature. | |
A/B Testing Experiment with multiple versions of content to optimize performance. |
A/B testing for communications optimization is referenced as a marketing tool. | |
Personalized Content Blocks Insert dynamic, personalized sections per recipient. |
Personalized content blocks are part of message personalization in FIS. | |
Approval/Workflow Automation Routing drafts for compliance, legal, or stakeholder sign-off. |
Approval/workflow automation is highlighted for compliance and stakeholder sign-off. | |
Localized Content Options Support for multi-language or region-specific content variants. |
Multi-language/content localization is supported to meet global requirements. | |
Web Content Hosting Host newsletters or event pages on a branded microsite. |
Web content hosting for newsletters/event pages is available through FIS portals. |
Message Archiving Automatically archive all communications for audit purposes. |
Message archiving for audit purposes is required and supported per compliance. | |
Delivery Consent Management Obtain and track opt-in/opt-out permissions as required by laws. |
Consent management and opt-in/opt-out tracking referenced in FIS compliance documents. | |
Secure Email Delivery Encrypts email and data in transit for confidentiality. |
Secure email delivery (encryption in transit) is a security requirement described by FIS. | |
Data Protection Compliance Meets relevant standards (GDPR, CCPA, SEC, etc.). |
Compliance with data privacy laws (GDPR, CCPA, etc.) is a core offering. | |
Role-Based Permissions Restrict access or actions by user roles within the system. |
Role-based permissions are a standard security feature listed in system controls. | |
Audit Trail Tracks edits, approvals, and all delivery actions for compliance review. |
Audit trail functionality is featured for compliance and tracking actions in workflows. | |
Approval Workflows Prevents unsanctioned communications by enforcing workflow sign-off. |
Approval workflows for communication compliance and controls are supported. | |
Phishing and Fraud Protection Detects and prevents impersonation or malicious emails. |
Phishing/fraud protection is described in security policy documents and product marketing. | |
Data Residency Options Lets you choose where client data is stored geographically. |
Data residency flexibility offered to help meet local regulatory requirements. | |
Automatic Unsubscribe/Opt-Out Ensures all communications include user-unsubscribe links. |
Automatic unsubscribe and opt-out links are mandatory and built in. |
Email Open Tracking Measures who opened communications and when. |
Email open tracking and reporting is part of the analytics suite. | |
Link Clickthrough Tracking Tracks which links were clicked in newsletters or emails. |
Link clickthrough analytics are available for newsletters and updates. | |
Engagement Scoring Assigns scores based on recipients’ interactions. |
Engagement scoring by recipient interaction included in CRM tools. | |
Delivery/Failure Reports Provides reports on bounces, delivery failures, or unsubscribes. |
Delivery/failure/bounce reports are provided by the communication analytics. | |
Webinar Attendance Analytics Tracks signups, live views, replays, and questions submitted. |
Webinar attendance can be tracked in the integrated webinar/event workflows. | |
Behavioral Heatmaps Visually displays aggregate user activity on communications. |
No information available | |
Time to Read Analytics Measures average time spent per email or article. |
No information available | |
Real-Time Analytics Dashboard Live dashboards showing delivery and engagement metrics. |
Live dashboards for campaign, delivery, and engagement analytics are highlighted in FIS documentation. | |
Custom Report Builder Create, filter, and export custom reports by segment or time period. |
Custom analytics and reporting builder are part of the dashboard component. | |
Regulatory Reporting Automated preparation and export of compliance or marketing reports. |
Automated compliance and marketing reports are built in for regulatory reporting. |
Automated Drip Campaigns Schedule and send a sequence of messages based on triggers. |
Automated drip campaigns and triggered workflows are part of the FIS automation capabilities. | |
Event-triggered Messaging Send personalized messages based on investor activity or events. |
Event-triggered messaging described for activity and investor life-cycle events. | |
Recurring Newsletter Scheduling Automate delivery of periodic newsletters or reports. |
Recurring newsletter scheduling can be inferred from regular reporting and communication automation. | |
Time Zone Detection Automatically sends communications at local time for each recipient. |
No information available | |
Auto-reminders for Webinars Send reminders at set intervals before events or deadlines. |
Webinar/event reminders supported as part of the event communication features. | |
Birthday/Anniversary Triggers Send personalized messages on special investor dates. |
No information available | |
Approval Chain Automation Ensures all content triggers the mandatory approval workflow before sending. |
Mandatory approval workflow automation is emphasized for compliance purposes. | |
API-Based Triggers Enable automated sending based on external system triggers (trades, KYC updates, etc.). |
Automated API-based triggers mentioned in developer documentation and platform APIs. | |
Frequency Caps Limit total messages per client within a specified interval. |
No information available | |
Automatic Follow-ups Send follow-up messages to non-responders or no-shows. |
Automatic follow-ups to non-responders are described as part of investor engagement. |
CRM Integration Sync client/investor data bidirectionally with CRMs (e.g. Salesforce, HubSpot). |
CRM integration is the foundation of the system, supporting Salesforce and others. | |
Fund Administration System Integration Link to fund accounting or administration software for accurate notifications. |
Integration with fund accounting and administration systems is a core capability of FIS. | |
API Access Well-documented, secure RESTful APIs for data exchange. |
FIS provides secure API access for data exchange. | |
SFTP/Batch Import/Export Scheduled syncing with external systems via secure file transfer. |
SFTP/Batch import/export is provided for data sync between systems. | |
Single Sign-On (SSO) Integrate user authentication with enterprise identity systems. |
Single Sign-On (SSO) support is documented for enterprise security integration. | |
Marketing Automation Tool Integration Trigger marketing comms from tools like Marketo, Eloqua, etc. |
Marketing automation tool integration (e.g., Marketo) is referenced in partnership materials. | |
Calendar Integration Synchronize events or webinars with investor calendars (Outlook, Google). |
Calendar integration for event/webinar invitations supported per product guidelines. | |
Document Management System Integration Connect to document vaults (Sharepoint, Box, etc.) for attachments. |
Document management system integration (e.g., Sharepoint) available. | |
Analytics Platform Integration Send event and engagement data to analytics tools (Tableau, Power BI). |
Integration with analytics platforms like Tableau/Power BI mentioned in technical literature. | |
Third-party Webinar Platform Support Push/pull event data to/from Zoom, GoToWebinar, etc. |
Third-party webinar platform support (e.g., Zoom) is normally available/integrated. |
Responsive Design System adapts layouts and content for mobile, tablet, and desktop. |
Responsive design highlighted for the portal/web/mobile. | |
Multi-language UI Support Interface available in major global languages. |
Multi-language UI support inferred from international client base and documentation. | |
Self-service Portal Investors can manage their notifications, contact details, and preferences. |
Self-service portal for investors is a main selling feature. | |
WCAG/ADA Accessibility Interface meets major accessibility standards (WCAG 2.1, ADA compliance). |
WCAG/ADA accessibility compliance is present for institutional clients. | |
Onboarding/Tutorials In-app guidance and documentation for main user actions. |
Onboarding materials and tutorials provided as part of client support. | |
Customizable Dashboards Allow users to customize analytics and content views. |
Customizable user dashboards are supported for analytics and views. | |
Dark Mode Optional dark color scheme for visual comfort. |
No information available | |
Keyboard Navigation Full feature support via keyboard shortcuts. |
No information available | |
Profile Management Edit and manage user profiles and security options. |
Profile management is present in the investor/administrator portal. | |
Bulk Actions Perform actions (e.g., resending, updating) for multiple users at once. |
Bulk action support confirmed for communication management. |
Branded Email Templates Customize style, colors, and logos for investor communications. |
Branded email/templates customization included. | |
Whitelabel Domain Support Send emails and links from a custom fund/firm domain. |
Whitelabel/custom domain support documented in feature list. | |
Custom Branding for Portals Fund-branded microsites for events or document access. |
Branded portals for events/documents provided to institutional clients. | |
Personalized Salutation/Inserts Automatic insertion of investor or contact details in comms. |
Personalized, dynamic inserts (e.g., investor name) included in communication. | |
Custom Web Forms Design branded web forms for lead capture or event signups. |
Web form designer for registration, lead capture, and events included. | |
Editable Footer/Legal Disclaimer Maintain up-to-date legal and compliance notices. |
Editable footer/legal disclaimer part of compliance and branding. | |
Multiple Brands/Entities Support Serve several funds or sub-brands using one system. |
Multiple sub-funds/entities supported with entity-based branding. | |
Custom Landing Pages Design and launch event or marketing landing pages. |
Custom branded landing pages for investor and marketing events. | |
Signature Management Support different sender signatures per user or brand. |
Signature management included for sender personalization. | |
Variable Content by Segment Show different logos or colors for different investor groups. |
Variable content shown based on investor segment or group. |
99.9%+ Uptime Guarantee High service availability SLA for business-critical use. |
Enterprise SLA and uptime guarantees provided for business critical usage. | |
Delivery Speed Average time to deliver messages to recipients. |
No information available | |
Scalability Ability to handle very large list sizes without delays. |
High scalability supported for large investor/fund operations. | |
Bulk Send Capacity Maximum number of emails/messages sent in a single batch. |
No information available | |
Georedundant Infrastructure System is hosted in multiple data centers for disaster recovery. |
Georedundant hosting is included for disaster recovery. | |
Automatic Failover Service automatically reroutes if a server or region fails. |
Automatic failover and high availability architecture highlighted in technical documentation. | |
Performance Monitoring Real-time monitoring of uptime, latency, and system errors. |
Uptime/performance monitoring present for real-time system health. | |
Queue Management Prioritizes time-sensitive over routine communications. |
No information available | |
Message Retry/Resend Automatically resends failed messages. |
Message retry/resend automation is support for message delivery assurance. | |
Redundancy for Critical Data Backups and replication of all critical settings and content. |
System features backup/redundancy for all critical content. |
24/7 Support Round-the-clock vendor support via call, chat, or email. |
24/7 technical and client support available to system licensees. | |
Dedicated Account Manager Single point of contact for all communications and escalations. |
Dedicated account management provided for all enterprise-level clients. | |
Onboarding Assistance Guided implementation and setup services. |
Onboarding assistance for new clients promoted as part of implementation. | |
In-depth Documentation Comprehensive user manuals and technical guides. |
In-depth user and technical documentation available. | |
Webinars & Live Training Regular online training for new features and best practices. |
Webinars and live training sessions regularly scheduled for best practice adoption. | |
User Community/Forum Online space for peer-to-peer support and sharing. |
Online user community/forum is likely but confirmation needed. | |
Change Management Resources Materials to help staff adopt and transition to the new tool. |
No information available | |
Video Tutorials & FAQ Library Short videos and searchable Q&A for common tasks. |
Video tutorials and FAQ sections are standard user enablement features included. | |
Service Level Agreements (SLAs) Contractual commitments for support response and resolution times. |
Service Level Agreements outlining support and resolution timelines are standard in FIS contracts. | |
Regular Feature Updates Ongoing software improvements and new feature releases. |
Product receives regular feature updates as part of FIS's SaaS offering. |
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