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Securities Industry
Provide clients with time-sensitive market information in less time, at less expense to the firm, with greater results.

Why do securities firms outsource to Xpedite? We are a global leader in the delivery of communications for the securities industry with expertise in business applications such as daily market commentary, trade confirmations, research reports, and equity statements. We reliably deliver time-sensitive communications simultaneously to any number of investors by your choice of email, fax, telex or voice message. Automated delivery saves time, reduces administrative errors and enables financial professionals to utilize their time more efficiently.

Use Xpedite to Handle:

  •   Daily Market Commentary
  •   Research Reports
  •   Buy/Sell Recommendations
  •   Mutual Fund NAVs
  •   Bond Inventory
  •   Trade Confirmations
  •   Customer Statements
  •   Equity Runs

Expertise in Transaction-Based Communications
Our specialists provide the technical support needed to establish a seamless interface with client systems for secure, reliable delivery of individual customer statements and other highly-personal documents. Detailed delivery reports account for every transmission.

Advanced Service Features
Our Web-based services for investment professionals incorporate features such as personalization, overlay of company logos/disclaimers, redials of busy numbers, and real-time status reports designed to improve the quality and value of client communications. Delivery is automatically adjusted for time zones and compliance approvals.

Cost-Efficient Solutions
Email, fax, telex and voice messaging services may be used in conjunction with your existing programs to improve results without capital outlay or additional staffing. Monthly fees are based on actual traffic volume.

Xpedite's Multimedia Messaging Solutions Help Securities Firms:

  • Provide clients with the investment information they need at the start of every business day
  • Reach more investors and generate more inbound calls in response to buy/sell recommendations
  • Reduce statement delivery time from days by postal mail to seconds by email
  • Eliminate the need for repetitive phone calls with simultaneous, high-volume delivery of recorded voice messages
  • Reduce administrative costs and errors by automating business communications
  • Enhance satisfaction and promote confidence with more frequent, targeted contact with investors
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