The client services section is designed specifically for clients who are using one of our personalized newsletters to let you know all of the features available with your newsletter. We have divided this section into four main areas:
Personalization Options discusses all of the ways you can personalize your newsletter. Are you dating your newsletter in a special way? Setting up your newsletter as a self mailer so you don’t need an envelope? Using your signature at the end of the news and announcements section? This section details all of the ways that you can make your newsletter uniquely yours.
Upcoming Topics provides a list of upcoming topics by newsletter. After reviewing the list, if you would like a copy of one of the newsletters to review the articles in more depth, just email our client service rep at firstname.lastname@example.org.
Ideas for Your Article lists all of these articles from each issue of Ideas for Your Article, grouped by topic. Ideas for Your Article can be used for your news and announcements section in your newsletter. You can use the article as is or make changes to the article.
Compliance ReviewHave us take care of compliance for you. We will submit your newsletter and FINRA review letter to your compliance department. We won’t print your newsletter until it has been approved. This section details how to set compliance review up.
We provide the most personalized newsletters in the financial services industry and want to make sure that you take advanage of all of the features offered. The newsletter should be uniquely yours. If you’d like to discuss this in more detail, call us at 1-800-338-4329, email us at email@example.com, or chat with us online (our chat feature appears in the lower right corner of each page of our website).