Regulated Communications

Managing the complexities of post-sale regulated communications to shareholders, policyholders and plan participants is a challenge for financial services companies. Toppan Merrill’s client sales and marketing solutions support the creation, production and distribution of confidential, personalized, customized communications that meet regulatory compliance deadlines.

Content Management Technology

  • Ingest and manage data and content from disparate sources
  • Document templating and data mapping based on recipient suitability and entitlements
  • Variable data content management
  • Online content and document review and approval
  • Document hosting and interactive microsites to support eDelivery
  • Transparency provided throughout the document lifecycle through a client enabled dashboard
  • Regulated communications solutions that support ADA compliance
  • Document archiving and retrieval

Distribution and Fulfillment

  • Print and e-Delivery platform with bounce-to-print feature to ensure full compliance
  • Integrity manufacturing supporting “zero defect” production and distribution
  • CASS and NCOA certification ensure mailing efficiency

Service and Program Management

  • Dedicated account support that is an extension of your team
  • Real time production and distribution-based reporting

Year after year, companies rely on the experience and expertise of the Toppan Merrill team.

100 Net Promoter Score
93% Customer retention
99.23% SLA performance
“Each customer service representative goes above and beyond. They identify and raise issues and questions related to the filing and work with you to resolve any issues. Partnering at its best!”
SVP & General Counsel, Global Investment Firm

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.


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