Software that simplifies sales and marketing communication management
From data to distribution, Control Center offers intuitive digital tools allowing you to preview any data element, such as state or product, to ensure accuracy before publishing for print or e-distribution. Batch reconciliation and program status at the order shipment level, including carrier tracking data, delivered through integrated, real-time dashboards.
Regulatory Communications Management
Production Dashboard
View every process step status to the recipient level
- Real-time workflow updates
- Order information detail
Ad-Hoc Print and Mail
Streamline and centralize ad-hoc project requests and communication through a single, secure portal.
- Communication visibility throughout the job lifecycle
- Integrated, form-based communication for job details and custom quotes
Regulatory Communications Creation
Data Mapper
Onboard your data in minutes
- Self-service configuration
- Rules-based validation
- Multiple delimiters and file types support
- Customizable validation error messages
Document Composition
Supporting static and variable content templates.
- Subject matter expert support for each step of data composition
- Logic driven content management
- Create multiple versions from one source
- Shared content across multiple documents
Document Collaboration
Multi-user, simultaneous, real-time document collaboration
- Track document review approval status
- Capture complete audit history
- Enhance version control check-in and check-out features
- Inline annotations and @mention commenting
Content Accessibility
Meet 508/ADA compliance standards with proven testing and remediation protocols
- Ensure accessible communications through expert tagging and remediation
- Strengthen compliance with scalable support from a dedicated service team
Translations
Simultaneous document translations from English master
- 100+ languages supported
- Back and machine translation
- Terminology management and translation memory
Proofing
Composed document review and approval at the recipient level
- Filtering tools for ease of document review
- Source file access for review
- Batch release selected approved documents
Regulatory Communications Distribution
e-Delivery
Improve efficiency, engagement, and ROI with automated digital delivery
- Automated emails sent to recipients.
- Bounced or suppressed emails seamlessly rerouted to print
- Expert support to optimize deliverability and performance
- Detailed metrics for opens, clicks, bounces, unsubscribes, and link tracking
Microsites
Seamless access to hosted content with intuitive navigation and built-in accessibility
- Documents linked directly from emails
- WCAG 2.1-compliant for inclusive access
- Easy content sharing with other recipients
Regulatory Communications Information
Reporting and Analytics
Transparency to relevant key performance indicators and other important data points
- Secure, on-demand access to report library
- Quickly access important data sets
- Automated report updating
- Access carrier tracking data
- Report customizations
Archiving
Compliant archival of all delivered communications
- Retention and automated disposition
- WORM storage and FINRA compliant
- Search / faceting for ease of retrieval
Productivity unlocked.
Updates & Insights
Rethinking SLAs in member communications: speed and automation
Meagan Strandberg – Field Marketing Manager
ETF issuer interest remains high even as challenges persist
Guy Stanzione – Director, SEC Compliance Services
Securities Act of 1940: Rules and requirements summary
Guy Stanzione – Director, SEC Compliance Services