Driven by market demands, Convey offers financial organizations the competitive edge through value added services that increase client satisfaction and profitability. Convey's Total Relationship Statements (TRS) is a tool that delivers concise, pertinent information to private and institutional clients.
Transactional data from multiple systems is accumulated and consolidated into a highly-branded personal balance sheet. Convey’s technology and attention to detail ensure compliance, privacy, security and accuracy in an easy-to-view combined statement.
The TRS offers a complete overview of a client's net-worth by combining all of their accounts, and then breaks down the data in subsequent account statement for easy viewing. This ultimately enables clients to make better and more informed financial choices.
The statements are available to the recipients on paper or via the institution’s website on a periodic or ad hoc basis
The solution can be easily integrated into existing systems and can be implemented in a matter of weeks, not months
Subscription-based pricing eliminates up-front investment, can be readily scaled as organizational needs change (just like Taxport)
