Search   | Services Portal | WRP Client Login
 
     
 
NewRiver

Archived Webinars

Preparing for 2009 and Beyond: Expected Fallout for Mutual Fund Distributors and the Industry from the 2008 Economic Crisis

November 18, 2008 (55 Minutes)

Presented by:
    TowerGroup and NewRiver, Inc.

NewRiver, Inc. invites you to attend an informative webinar on the mutual fund industry's trends and challenges resulting from the recent economic crisis. Guest speaker Peter Delano from TowerGroup will address these important industry questions:

  • What are the key business drivers for fund companies in 2009?
  • How might regulators approach investor protection next year?
  • What level of industry turbulence is still to come?

Jeff Levering from NewRiver will offer his perspective on how firms can take action to:
  • Decrease compliance costs.
  • Minimize existing regulatory risk.
  • Prepare for potential regulatory changes on the horizon.

Presenters include:

  • TowerGroup analyst Peter Delano, Research Area Director overseeing Brokerage and Wealth Management, Investment Management, and Securities and Capital Markets research and advisory services.
  • Jeff Levering, Vice President of Corporate Development at NewRiver.

Click to View


Stop Printing Prospectuses! Learn How to Increase Electronic Delivery

September 24, 2008 (30 Minutes)

Presented by:
    Susan Block, President, Marketing Matters
    Ying Chen, Vice President, NewRiver, Inc.

You've heard it before. Now, more than ever the time is right for embracing e-delivery. In the financial services industry, e-delivery is quickly becoming a must-have technology. Not only because corporations are going green, but tightening economic conditions are leading many firms to consider the money saving advantages of electronic delivery for their compliance documents.

E-delivery can significantly lower document delivery costs – saving as much as 79% over other delivery methods - and making each consent collected very valuable. We'll demonstrate how an integrated e-consent marketing program, implemented within a larger strategic e-communications plan, can lead to success.

We'll also explore Internet use among investors of all ages and provide insight into how providing relevant, tailored e-communications will allow your firm to engage electronically with your end consumer.

You will learn:

  • E-Delivery and consent marketing trends
  • The key building blocks of setting up an e-communications program
  • The role of the marketing department in promoting your e-delivery offering
  • How to jump start consent collection using a multi-channel approach

Who should attend:

  • Marketing executives
  • Director of Web Strategy
  • Director of Fulfillment and Operations

Click to View