MMC>Knowledge centre>Case studies>M&G Investments personalised statements and investment updates
M&G Investments personalised statements and investment updates
Author: MMC
Date: 31 May 2011
M&G Investments is one of the leading retail and institutional fund managers in the UK, handling investment management and savings.
Currently M&G looks after 324,000 investors with over £195 billion funds under management (as at 31 December 2010), making the company one of the largest active investors in the UK.
The company wanted to continue to keep ahead of the market through providing enhanced, relevant communications for its investors.
The answer was the creation of an ‘ideal’ solution produced by direct communication company IOS (formerly dsicmm), using some of the most advanced digital print technology in the world – the InfoPrint 5000 press.
Specially created Investment statements present investor reporting in a more concise, relevant and user-friendly manner.
Rather than receiving a number of separate sheets showing the value of their investment, along with potentially numerous generic inserts about their funds, investors are now sent a fully integrated and personalized ‘Investment Update’ booklet.
The booklet includes information that is personally relevant to each individual investor.
Find out more about how taking a novel approach towards paper statements has paid off for M&G Investments by clicking the 'Download' button below.
Read more on how brands are using paper statements to give customers added value.
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