THE POWER OF ONE
DATA + INTELLIGENCE FOR SMARTER INVESTOR COMMUNICATIONS
CCM / CX Solutions for Investment Management
O’Neil Digital Solutions has a rich history of providing asset managers and investment organizations with the expertise, insight and infrastructure needed to know and understand their customers, effectively communicate with them, and build stronger, sustainable relationships.
Data and intelligence is essentail to ensuring meaningful, contextual communications and effective engagement of your investors. With over 700,000 Global equities, funds and indices in our proprietary database and 350 Major Institutional clients around the globe, O’Neil is leading the way in reimaging the investor experience.
O’Neil’s ONEsuite platform leverages our 50+ year heritage of turning complex investment data into actionable insights to drive better results. Leveraging next-gen technology and machine learning, the innovative platform provides a comprehensive end-to-end client communication solution to enable digital transformation. With ONEsuite, transform technical disruption and evolving client engagement preferences into opportunities to strengthen relationships and build brand loyalty.
Investment Management Products
- Statements
- Confirms
- Know Your Customer
- Profile Letters
- Welcome Kits
- Regulatory/Compliance Notices
- Prospectus
- Fund Reports
ONEsuite has all the tools that investment managers need to really know their clients, communicate with them more effectively, and improve engagement and satisfaction.
Communication Management for Banking:
We are the Experts.
O’Neil Digital Solution’s integrated data-driven solutions help you unlock insight into the uniqueness of each customer to provide the next-best-action for engagement.
