Schwab Announces Deal With DST For Statements And Confirms; RIAs Could Get Added Branding And Personalization Hot

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"DST Output demonstrated its ability to align capabilities and resources to meet Schwab's requirements, and highlighted opportunities for Schwab branches and independent registered investment advisors to personalize statement messaging and implement color options," says a press release from Schwab. 

 

The bulk of Charles Schwab 's customer communications has already been converted to DST Output, according to the press release, and just a few applications remain to be transitioned in the coming months.

 

The work is being processed across four of DST Output's facilities in California, Missouri, Massachusetts and Connecticut for rapid distribution to customers and built-in disaster recovery to ensure business continuity.

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