Reduce risk in Wealth Management

Thunderhead NOW reduces the time and cost of compliance. So you can quickly create highly personalized consolidated client reports that analyze and explain performance data, while complying with regulatory requirements.

Overview

And you can provide real-time product, performance and compliance alerts via your clients' preferred channel.

Reduce risk

  • Demonstrate compliance with comprehensive audit trails of individual customer communications

Manage regulatory compliance

  • Ensure that all communications are compliant with brand and changing regulatory requirements

Ensure brand compliance

  • Easy to maintain brand and visual consistency
    Implement managed white labeling for brokers, enabling brokers and agents to apply their own branding to all communications - easily and accurately

Reduce environmental impact

  • Significantly reduce the need to print and deliver huge volumes of paper-based communications, which have a high carbon and energy impact, by increasing the use of digital channels

Open standards

  • Open standards-based approach and robust architecture provide a single communications platform that will readily adapt and scale across the enterprise, regardless of changing business demands or market environment
    Improve enterprise resilience

Case studies, video, downloads

Thunderhead was the only solution to fully meet all of AMP's requirements as well as offering much greater business control over the generation and management of its customer documents. Moreover, AMP was impressed with the future potential not only of the Thunderhead product but also of the company itself.AMP
Press Release, New Partner, Wealth Management - AMP deepens relationships with customers to drive customer advocacy
Read more

Thunderhead’s NOW solution was selected to support the enablement and execution of Indiana Farm Bureau Insurance’s strategy.Indiana Farm Bureau
Press Release, New Partner, Insurance - Indiana Farm Bureau speeds time to market and improves customer relations
Read more

Related videos

Thunderhead introduces the Disconnected Customer

Thunderhead introduces the Disconnected Customer