UBM: TECH DIGITAL RESOURCE LIBRARY

A Guide to Secure E-Delivery of Disclosures for Financial Services

by Silanis

Jul 12, 2014

Download Online delivery of regulated consumer disclosures gives financial services companies the ability to control the process as well as gather comprehensive evidence to prove compliance with laws and regulations. Customers also benefit from a more convenient and faster process. Everyone wins. But delivering consumer disclosures electronically requires special consideration. The key is to ensure all legal requirements are met in a way that provides a great customer experience and drives adoption. This 7-page whitepaper takes a pragmatic look at how to do just that.


Whitepaper