for Online Ordering Made Simple: Empower Teams with a Smart, Secure Storefront
Streamline online ordering across your firm with an intuitive responsive-designed ordering platform, purpose built for financial services.
Storefront enables wholesalers, advisors, and internal teams to order print and digital marketing materials from a compliant, privilege-based platform that respects licensing, location, and entitlement controls. Toppan Merrill will collaborate with you to maximize the benefits of digital distribution and omni channel delivery for all assets.
Industry-Specific Order Entry Technology
Storefront is an SSAE16 certified, branded platform built for financial services companies with ease of use and regulatory compliance at the forefront, offering privilege-based access by state, firm, or license level to ensure the highest level of security.
Real-Time Administration and Flexibility
Marketing teams can update materials with new revisions, manage firm-product relationships and item metadata settings in a secure platform, maximizing productivity and ensuring accuracy across all materials.
Solution Stack Integration
Seamlessly connect to Salesforce, your Digital Asset Management platform, Seismic, and legacy systems for a single, consistent user experience.
Print-on-Demand and Digital Asset Support
Order marketing materials from campaigns, welcome kits, videos, brochures, podcasts, and forms, all from a single interface.
Omni Channel Distribution
Improve efficiency engagement and ROI with automated digital delivery. Omni channel distribution includes ordering items via download, print on demand, automated bounce-to-print and microsites.
Personalization
Couple your data with our digital and print production capabilities to build personalize letters, kits, digital and print campaigns for an improved member experience.
Accessibility
Enhance your investor and member digital reach and engagement experience with expert led accessibility solutions. Our custom built web pages and posted documents meet WCAG 2.1 AA standards to support the Americans with Disabilities Act (ADA).
Data-Driven Composition: Automate Recurring and Campaign-Based Communications
Whether it’s a daily letter program, monthly product or welcome kit runs, complex policy print programs or ad-hoc campaigns, this workflow offers rules-based document production without compromising quality, speed or security.
Let’s make Compliant Communications and Financial Marketing Fulfillment easier, together
Whether you’re navigating complex disclosure requirements, rolling out a new marketing campaign, or simply trying to streamline fulfillment workflows, you don’t have to do it alone.
Traditional Fulfillment that is anything but Old-School
Fulfill even the most complex product kits, campaigns and advisor materials, faster and with total transparency.
Comprehensive Distribution Services
Manage the print and digital delivery of all materials – statements, brochures, kits, premiums and applications – while optimizing cost through the use of print on demand and just in time print.
Integrated Fulfillment & Print Services
Order management, kitting, collation, digital print for static, variable and personalized documents, finishing and mailing services.
Fulfillment Models
Benefit from print-on-demand, print-to-shelf inventory, digital delivery or a microsite, each configured to meet your compliance requirements.
End-to-End Program Visibility
Benefit from 2D barcode-based integrity manufacturing to track inventory, shipments, and usage trends with real-time dashboards and enhanced business analytics.
Dedicated Program Management
Work with a dedicated account team that understands your distribution model, channels, and compliance environment inside and out.
Mailing Services
Ensure postal optimized, compliant mailings through consultative analysis, end-to-end integrity manufacturing workflow, and NCOA/CASS-certified address accuracy.
Year after year, companies rely on the experience and expertise of the Toppan Merrill team
Net Promoter Score
Customer retention
SLA performance
Updates and Insights
RILA: The next steps for compliance
Beyond technology: The discipline behind exceptional SEC filings
Podcast: ETF issuer interest remains high [14:04]
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Contact our team to get started.
Whether you are in the exploratory phases or ready to move, we are ready to learn about your needs and find the right solution.