Matt Ciciarelli

Here is the CliffsNotes version of everything there is to know about eDelivery. To put this together, I took the best bits of information from just about every brochure, user guide and fact sheet we had and whittled it down to this, a succinct, high-level, promotional piece that informs the reader, but inspires them to want more.

Our firm shifted to a digital delivery model once the Covid-19 pandemic took hold. The directive from the CEO was this was the new way to do business. However, there were many clients who had investors who were still skeptical of electronic delivery for their account information. To counteract those concerns or objections, I developed this fact sheet to assist relationship teams, and to arm financial advisors with the facts that dispel some of the most popular myths.

Sometimes you have to spoonfeed the masses. Sometimes they need a little push to show them the way. This fact sheet does both. After recognizing that clients were having difficulty pushing the benefits of eDelivery to their investors, this PDF became the nudge that started the increase in adoption rates.

There are a few different ways firms can enroll their investors in eDelivery. The strategies in this fact sheet show how each has worked for firms in the past. We used this to make it as easy as possible for firms to see which strategy would work for them.

The signature product for Albridge is its wealth reporting platform. This brochure is the keystone asset for all client-facing staff. It highlights the different ways to use the performance reporting functions embedded in the platform. I enjoyed putting this piece together because I knew it would get the most visibility of anything Albridge created.

This isn't quite David Letterman's Top 10 list ... it's better! I learned a lot when I was researching this piece. I was exposed to not just a lot of ways the wealth reporting platform can help, but the most important ways it can help financial advisors. I found it to be a different take on a standard brochure or fact sheet.