Back to Use Cases
Brokerage
Electronic Delivery of Confirmations & Statements
Complexity
High
Timeline
10-14 weeks
Outcomes
4+
Challenge
Paper-based delivery of trade confirmations and statements causing delays, high costs, and poor client experience.
Solution
Experience Cloud secure client portal with automated document delivery, Marketing Cloud notifications, and DocuSign integration for required signatures.
Key Outcomes
- Eliminated printing and mailing costs
- Instant document availability
- Secure, auditable delivery mechanism
- Improved client satisfaction
Tags
documentsbrokerageportalautomationstatements
Implementation Timeline
10-14 weeks
High Complexity