Communication Programs
- Print and electronic sales and marketing materials, videos, podcasts and illustrations
- Customized and personalized marketing assets created through integrated functionality
- Product sales and marketing kit fulfillment
- Premium and promotional item fulfillment with compliance controls and management of wholesaler budgets
- Applications and Forms
- Sales and marketing campaign and mailing management (one-off and ongoing campaigns)
Order Entry and Item Administration Technology
- Industry specific ordering platform that delivers rule-based controls and privilege management including state, firm and license level
- Intuitive user interface supporting internal and external wholesalers and financial professionals
- API and custom integration (i.e. CRM and Digital Asset Management (DAM) solutions and legacy platforms)
- Turnkey client accessible administration for real-time component and website management
Marketing Distribution and Fulfillment
With comprehensive print on-demand and digital fulfillment services, including for direct mail and response advertising, make financial regulations compliance easy. Toppan Merrill can handle:
- Distribution of all marketing assets (i.e., print / electronic sales and marketing materials, video, podcasts, illustrations)
- Physical print and / or e-Delivery distribution
- Inventory and distribution management alternatives:
- Print-on-demand
- Print-to-shelf
- e-Delivery
Solutions configured to support website ADA WCAG 2.1 AA compliance and document accessibility remediation
Service and Program Management
- Dedicated account support that’s an extension of your client’s Sales and Marketing organizations
- Inventory and document fulfillment reporting with enhanced business analytics and data-as-a-service capabilities
Year after year, our customers rely on the expert knowledge and service of the Toppan Merrill team.
100
Net Promoter Score
93%
Customer retention
99.23%
SLA performance
Updates and Insights
EDGAR Next for ’40 Act filers
On Sept. 27, 2024, the SEC announced the EDGAR Next final rule which significantly impacts all SEC filers. Filers began…
Gordon Ruckdeschel – Vice President, Compliance Services and Funds
Podcast: Simplifying EDGAR Next enrollment and delegation [18:34]
On The Dot (Episode 8) – A conversation with Jennifer Froberg, Gordon Ruckdeschel and Jon Regan discussing the EDGAR Next…
Jennifer Froberg – Sr SEC Product SpecialistGordon Ruckdeschel – Vice President, Compliance Services and Funds
Jon Regan – Director, Center of Excellence
Nine steps to ensure member delivery preferences are met
The 2025 Medicare Advantage and Part D final rule introduces critical changes that directly impact how plans manage member communication…
Jen Trewick – Principal Product Manager“My experience with the Toppan Merrill team has been excellent over the past six months since I started working with them. I receive prompt emails and calls back with regards to my filing needs and have received great answers and explanations to my related questions.”Investment Advisory Firm, New York
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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.