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 kits
- Premium and promotional item fulfillment with compliance controls and management of wholesaler budgets
- Applications and Forms
- Sales & 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
Distribution and Fulfillment
- Distribution of all marketing assets (i.e., print / electronic sales & 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 fulfillment reporting with enhanced business analytics and data-as-a-service capabilities
Year after year, our customers rely the expert knowledge and service of the Toppan Merrill team.
100
Net Promoter Score
93%
Customer retention
99.23%
SLA performance
Updates and Insights
Medicare Advantage Special Enrollment Periods. Ready to assist enrollees with plan choices?
When unique circumstances hit your membership, they can miss their chance to enroll entirely, or to change plans. Look here…
Summer Beach – Associate Director, Medicare Compliance Solutions, Toppan Merrill
Crossing the finish line: Final review for your 2024 ANOCs and EOCs
Toppan Merrill understands complex, and simple edits are important to your CMS-required ANOC and EOC benefits documents.
Summer Beach – Associate Director, Medicare Compliance Solutions, Toppan Merrill
Top 3 things to know about the Tailored Shareholder Reports Rule
The SEC has been focusing on digitally transforming and modernizing all aspects of fund operations for many years. Changes like…
Guy Stanzione
“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
Related Solutions
Investment Company Compliance
Now more than ever, financial services professionals are facing the challenges of navigating the complexities and pace of SEC regulatory…
Regulated Communications
Managing the complexities of post-sale regulated communications to shareholders, policyholders and plan participants is a challenge for financial services companies….
Storefront
Effectively managing omni-channel communication activities (pre-and-post sale, sales enablement assets, sales kits, promotional items, videos, podcasts, illustrations, microsites and campaign…
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.