Archive for the 'Straight-Through Processing' Category

Published by Corporate Insight on 01 Apr 2008

Fidelity Happy To Lend a Hand With Online Account Opening

Fido1_2In January, Fidelity became the first firm in our Annuity Monitor coverage group to offer prospective investors and clients the ability to open a new annuity contract electronically via the public site. The new tool significantly expedites the annuity account opening process, allowing users to complete and submit an application online in a matter minutes. This eliminates the possibility of postal mail delays and ensures that the firm receives all application materials in good order.

Looking beyond the account opening tool itself, we were pleasantly surprised by the excellent customer service Fidelity offered in conjunction with the tool.

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Annuities, Client Communications, Customer Service, Straight-Through Processing

Published by Michael Ellison on 01 Mar 2008

STP: One Step Closer to Reality

We just returned to New York after spending 4 days in gorgeous Palm Springs, California for the 2008 NAVA Marketing Conference and I must admit that the 20 degree temperatures in the Big Apple are difficult to handle right now. Now that I have had a chance to reflect on the conference, I think the elective session which left the biggest impression on me was the wonderfully orchestrated “STP Live” presentation.

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Annuities, Straight-Through Processing