We are here to help you meet and exceed your objectives. From compliance to MiFID II, strengthening your investor relations, to providing real-time investment portfolio documentation.
CFH can provide a professional and powerful toolkit, which combines technology with a suite of communication methods to ensure your affluent clients receive the exclusive service they expect.
We fully understand how challenging this can be, in our ever-changing world of compliance, regulation and digital demands. Let us help you to navigate these exciting times and deliver fantastic communications to your select clients.
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We understand the importance of your elite clients, and how they deserve to have the very best communications and service from you.
We work closely with our wealth management clients, providing unique and innovative solutions to enable their business to go from strength to strength. We have many years’ experience delivering ground breaking solutions within the finance sector.
In our every changing digital world, we offer a fully comprehensive communications toolkit, where your wealth management clients can receive high-end printed and personalised booklets, online real time portfolios, asset and market trend updates; meeting and exceeding their expectations.
Each quarter we produce client valuation and tax reports. These reports represent one of the main communications with clients and its vital for the service we provide to clients and for our reputation that the reports are correct.
We have been working with CFH since January 2007, robustness of process, accuracy, speed and efficiency are very much the watch words of the day.
We deliver more than 76 million documents per annum: you to can share in our wealth of knowledge. Let us do the heavy lifting for you, with our transferable, innovative, forward-thinking ideas... not just today but for future years to come.
If it’s staying ahead of legislation, cyber security, complying with data protection and GDPR, we have all of the accreditations you would need from a solutions partner. To us, they are not just certifications, they are the core drivers of everything we do for our customers.
By looking at best practice methodology, creditability, and seamless business continuity, we can apply our proven experience to build a unique offering for you to guarantee compliance and measured results.
Increasingly we are supporting our wealth management clients on their digital transformation journey.
This can be by providing a real time, full colour client report in PDF format containing detailed information on their investment portfolio in the form of graphs and tables, or a quarterly printed personalised book and online version of the performance of investments.
This allows your business to present client investment portfolios in many different formats, which ensures presentation is of the highest quality, is readily available when they want it and ensures you provide the world-class service expected.
We have been using CFH for the print, binding and central dispatch of our client quarterly reports since 2007. This totals in excess of 200,000 client packs a year. They are competitive on price and offer a great personal service.
Documents are produced to a high professional standard and SLA expectations are ordinarily met with minimal issues arising.
For information about our products and services, please get in touch and one of our industry experts will be happy to help.