RPost® Services for Financial Institutions

Within the financial sector, RPost’s Registered Email services are used for:

Financial Advisory/Private Client Services

  » Use eSignOff® service to confirm agreement on terms for new accounts.
  » Record correspondence with clients to prove compliance with NASD regulations.
  » Send statements to accountants and lawyers on behalf of clients.

Investment Banking

  » Record communications surrounding the due diligence process.
  » Speed processing of client materials by moving from paper to electronic.
  » Prove notice delivery to comply with regulatory requirements.

Trading Operations

  » Send transaction confirmation and settlements to corporate clients by email rather than fax/mail.
  » Provide statement or information on the value of the financial asset.
  » Convert required notifications such as privacy notices, proxies, etc., from paper to email

Commercial Banking

  » Speed transaction processing time by converting notices regarding approval & disbursement from paper to email.
  » Use eSigning features to sign-on new customer accounts faster.
  » Use Intake Service™ to manage member complaints, fraudulent activity reports, identity theft notices, credit card billing challenges, etc
  » Send notices of overdue credit card, mortgage & loan payments

...and many more uses!