Capital Fulfillment Group Unveils ClickOne - The Financial Industry's Most Effective Summary Prospectus Solution - at 28th Annual NICSA Conference
New Technology Uses Existing PDFs and Offers One-Click Capability
MIAMI, Feb. 15 /PRNewswire/ -- Capital Fulfillment Group (CFG) unveiled ClickOne today at the National Investment Company Service Association's 28th Annual Conference. ClickOne combines CFG's best-in-class fulfillment capabilities with patented technologies to create the financial services industry's most simple and cost-effective solution that satisfies the SEC's Summary Prospectus rules - with the benefit of one click vs. the required two.
"We continually strive to leverage technology to enhance our clients' business," said Ric McConkey, President and CEO of CFG. "By introducing ClickOne, we will help our clients – and their mutual fund shareholders – save hundreds of thousands of dollars previously spent on printing 100+ page prospectuses [that no one reads]. In addition, since ClickOne provides a superior way for mutual fund shareholders to quickly and easily retrieve, discover, and manage information across millions of documents, we will help perpetuate the essence of social media – which is to share content and allow shareholders to be social."
ClickOne is powered by the same technology that is currently used by more than 2,300 libraries, corporations, and other institutions around the world serving more than 17 million end-users. Working alongside engineers from Silicon Valley-based ebrary, CFG developed ClickOne which is a powerful system for both maintaining the integrity of PDFs and unleashing the information they contain. In addition to offering a one click solution that specifically satisfies the SEC's Summary Prospectus rules, ClickOne will also offer new applications within the financial services industry – including social media marketing.
"The fact that a prospectus is now a two page, four-panel document means that the print and delivery process will accelerate dramatically to digital print-on-demand, which will allow for at least an 80% print-savings for firms and, more importantly, mutual fund shareholders," said Thomas Matson, Managing Director at CFG. "Our ClickOne Solution offers the same digital print-on-demand functionality that our clients have adopted for their collateral distribution and uses simple PDF workflows – CFG will manage the rest."
About Capital Fulfillment Group Inc (www.cfgweb.com)
Capital Fulfillment Group is an industry-leading marketing and technology solutions company focused exclusively on the financial services industry. CFGweb, CFG's fully integrated marketing and sales platform, provides a suite of solutions that includes the proliferation and distribution of financial content, automated fund fact sheet creation and portfolio illustration, variable data printing services, conference management, presentation and bluebook creation, direct mail/email capabilities with response management services, customized premium gift programs with gifting and compliance reporting, and comprehensive literature and product fulfillment services.
Capital Fulfillment Group Inc.
42 Winter Street
Pembroke, MA 02359
781.783.6500
Certain statements in this release constitute forward-looking statements or statements which may be deemed or construed to be forward-looking statements within the meaning of the Private Placement Act of 1995. The words "forecast", "project", "intend", "expect", "should", "would", and similar expressions and all statements, which are not historical facts, are intended to identify forward-looking statements. These forward-looking statements involve and are subject to known and unknown risks, uncertainties and other factors which could cause the Company's actual results, performance (finance or operating) or achievements to differ from future results, performance (financing and operating) or achievements expressed or implied by such forward-looking statements.
SOURCE Capital Fulfillment Group
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