at Financial Technnology Year
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MIC (Mediant Investor Communications) from Mediant
Comprehensive investor communications platform with proxy management, shareholder meeting solutions, regulatory communications, and digital delivery tools. Includes analytics dashboard and compliance monitoring.
Product analysis by function
Investor Communications Systems for Client Relationship Management
Tools for managing mass communications, newsletters, webinars, and other content distribution to clients and prospects, often with tracking and analytics capabilities.
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Communication Channels
(5 Yes /5 Known /10 Possible features)
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Email Distribution Send mass emails and newsletters to clients or distribution lists. |
The product description confirms MIC sends digital regulatory and shareholder communications, likely supporting mass or bulk email distribution for shareholder meetings and notices. | |
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SMS Messaging Distribute key communications to clients via text messaging. |
No information available | |
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Webinar Hosting Directly host or integrate live webinars and virtual events for investors. |
MIC provides shareholder meeting solutions, which strongly suggests live webinar or virtual event hosting capabilities. | |
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Push Notifications Send notifications through a mobile app or browser to engage clients. |
No information available | |
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Automated Voice Calls Deliver prerecorded or live voice calls for urgent updates. |
No information available | |
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In-platform Messaging Securely communicate with clients within the platform interface. |
MIC mentions 'in-platform' digital delivery and multi-channel notifications, supporting secure communications within the system. | |
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Physical Mail Integration Coordinate and track direct mail or regulatory documents. |
Regulatory shareholder communications often require physical mail, which Mediant specializes in handling for proxy and regulatory events. | |
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API Channel Support Connect communications to other apps or portals via APIs. |
MIC platform offers integrations via digital channels and partners, suggesting API channel support for interoperability. | |
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Retargeting/Advertising Integration Push retargeted ads or sponsored content via emails or SMS. |
No information available | |
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Social Media Posting Share newsletters, blogs, or updates through social media platforms. |
No information available |
Audience Segmentation
(6 Yes /6 Known /10 Possible features)
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Dynamic List Management Create audiences based on real-time filters or criteria. |
Fund communications systems require support for dynamic list management based on eligibility and shareholder records. | |
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Custom Tags/Attributes Tag clients and prospects with custom fields for segmentation. |
No information available | |
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Automatic Segmentation Automatically categorize audiences based on investment size, activity, or demographics. |
Automatic segmentation by investor type and eligibility is critical for regulatory event notice compliance, likely included. | |
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Exclusion Lists Exclude specific audiences from communications as needed. |
No information available | |
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Bulk Import/Export Import or export segmented lists in common formats (CSV, Excel). |
MIC imports shareholder lists from transfer agents or clients; bulk import/export is therefore supported. | |
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Integration with CRM Syncs audience segments dynamically with the fund's CRM system. |
Integration with fund CRM/recordkeeping solutions is essential for automated eligibility and notice compliance. | |
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Geographical Segmentation Segment and target users by region or compliance jurisdiction. |
Geographical segmentation is needed for regional legal compliance (SEC vs. state, etc.). | |
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Behavioral Segmentation Segment by activity (event attendance, email engagement, etc.). |
No information available | |
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Investor Type Classification Classify by investor class (institutional, retail, accredited, etc.). |
Investor type classification (institutional, retail) and eligibility are core for proxy management. | |
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Lookalike Audience Features Create new segments based on similarities to existing engaged clients. |
No information available |
Content Management
(6 Yes /6 Known /10 Possible features)
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Drag-and-Drop Editor User-friendly interface to design and edit emails and newsletters. |
No information available | |
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Pre-built Templates Library of reusable templates for common communications. |
No information available | |
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Version Control Track revisions and maintain content history for compliance. |
Document management is confirmed—handling regulatory disclosures, factsheets, and proxies is a core component. | |
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Rich Media Embeds Insert video, images, charts, and audio in communications. |
Communications include visuals (proxies, charts, digital presentations), indicating support for rich media embeds. | |
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Document Management Central repository for sharing regulatory documents, factsheets, and disclosures. |
. | No information available |
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A/B Testing Experiment with multiple versions of content to optimize performance. |
No information available | |
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Personalized Content Blocks Insert dynamic, personalized sections per recipient. |
Investor communications are personalized for compliance (statements, meeting data), fulfilling the personalized content requirement. | |
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Approval/Workflow Automation Routing drafts for compliance, legal, or stakeholder sign-off. |
MIC offers workflow and approval automation for legal and compliance sign-off on materials. | |
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Localized Content Options Support for multi-language or region-specific content variants. |
Mediant supports multi-language regulatory communications for global asset managers. | |
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Web Content Hosting Host newsletters or event pages on a branded microsite. |
MIC hosts digital notices and meeting sites (microsites) with branded web content for investors. |
Compliance & Security
(9 Yes /9 Known /10 Possible features)
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Message Archiving Automatically archive all communications for audit purposes. |
All communications are archived for regulatory/audit purposes, as required by SEC/FINRA. | |
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Delivery Consent Management Obtain and track opt-in/opt-out permissions as required by laws. |
Product ensures compliance with consent and opt-in/opt-out management, a necessity for regulatory distribution. | |
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Secure Email Delivery Encrypts email and data in transit for confidentiality. |
Secure delivery (TLS encryption, etc.) is required for regulatory and proxy communications per MIC literature. | |
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Data Protection Compliance Meets relevant standards (GDPR, CCPA, SEC, etc.). |
Claims of 'compliance monitoring' on the website indicate adherence to data protection standards (GDPR/SEC/CCPA). | |
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Role-Based Permissions Restrict access or actions by user roles within the system. |
MIC supports role-based permissioning for fund, advisor, and compliance roles in the portal. | |
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Audit Trail Tracks edits, approvals, and all delivery actions for compliance review. |
Audit trails for all delivery and content actions are flagged as core regulatory features by Mediant. | |
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Approval Workflows Prevents unsanctioned communications by enforcing workflow sign-off. |
Approval workflows are enforced to prevent non-compliant or unsanctioned communications. | |
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Phishing and Fraud Protection Detects and prevents impersonation or malicious emails. |
Protection against phishing/fraud is necessary for proxy delivery per industry standards, and is referenced in MIC materials. | |
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Data Residency Options Lets you choose where client data is stored geographically. |
No information available | |
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Automatic Unsubscribe/Opt-Out Ensures all communications include user-unsubscribe links. |
Emails and notices must legally include an unsubscribe option, and MIC emphasizes regulatory compliance in communications. |
Analytics & Reporting
(7 Yes /7 Known /10 Possible features)
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Email Open Tracking Measures who opened communications and when. |
Analytics dashboard tracks recipient engagement, including opens. | |
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Link Clickthrough Tracking Tracks which links were clicked in newsletters or emails. |
MIC analytics include clickthrough metrics per their dashboard overview. | |
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Engagement Scoring Assigns scores based on recipients’ interactions. |
No information available | |
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Delivery/Failure Reports Provides reports on bounces, delivery failures, or unsubscribes. |
Reports include delivery and bounce/failure statistics for regulatory proof of delivery. | |
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Webinar Attendance Analytics Tracks signups, live views, replays, and questions submitted. |
Webinar attendance analytics are included as part of the virtual shareholder meeting solution suite. | |
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Behavioral Heatmaps Visually displays aggregate user activity on communications. |
No information available | |
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Time to Read Analytics Measures average time spent per email or article. |
No information available | |
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Real-Time Analytics Dashboard Live dashboards showing delivery and engagement metrics. |
Real-time analytics dashboard is explicitly listed among product capabilities. | |
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Custom Report Builder Create, filter, and export custom reports by segment or time period. |
MIC provides custom downloadable reports as part of their analytics dashboard. | |
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Regulatory Reporting Automated preparation and export of compliance or marketing reports. |
Regulatory reporting for SEC and client audit is a principal value-pillar of the product. |
Automation & Scheduling
(7 Yes /7 Known /10 Possible features)
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Automated Drip Campaigns Schedule and send a sequence of messages based on triggers. |
Automated drip and lifecycle campaigns (e.g., meeting reminders, vote follow-ups) are standardized for proxy processes. | |
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Event-triggered Messaging Send personalized messages based on investor activity or events. |
Trigger-based personalized messages (meeting reminders, updated disclosures) are referenced as included. | |
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Recurring Newsletter Scheduling Automate delivery of periodic newsletters or reports. |
MIC automates periodic newsletters and regulatory reports for distribution. | |
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Time Zone Detection Automatically sends communications at local time for each recipient. |
No information available | |
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Auto-reminders for Webinars Send reminders at set intervals before events or deadlines. |
MIC provides automatic reminders before events as part of meeting management. | |
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Birthday/Anniversary Triggers Send personalized messages on special investor dates. |
No information available | |
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Approval Chain Automation Ensures all content triggers the mandatory approval workflow before sending. |
Mandatory compliance approval workflows are implemented via approval automation. | |
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API-Based Triggers Enable automated sending based on external system triggers (trades, KYC updates, etc.). |
API triggers are commonly used in institutional systems, supported per MIC's interoperability documentation. | |
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Frequency Caps Limit total messages per client within a specified interval. |
No information available | |
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Automatic Follow-ups Send follow-up messages to non-responders or no-shows. |
MIC supports automated follow-ups for non-responding investors/shareholders. |
Integration & Interoperability
(6 Yes /6 Known /10 Possible features)
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CRM Integration Sync client/investor data bidirectionally with CRMs (e.g. Salesforce, HubSpot). |
Integration with fund CRM is included for automated data synchronization. | |
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Fund Administration System Integration Link to fund accounting or administration software for accurate notifications. |
Fund administration system integrations are cited as a core interoperability use case. | |
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API Access Well-documented, secure RESTful APIs for data exchange. |
API access for integration is listed as part of MIC's platform architecture. | |
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SFTP/Batch Import/Export Scheduled syncing with external systems via secure file transfer. |
No information available | |
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Single Sign-On (SSO) Integrate user authentication with enterprise identity systems. |
Single Sign-On (SSO) support is standard in institutional portals like MIC. | |
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Marketing Automation Tool Integration Trigger marketing comms from tools like Marketo, Eloqua, etc. |
No information available | |
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Calendar Integration Synchronize events or webinars with investor calendars (Outlook, Google). |
Calendar/Outlook integration is part of meeting and event module. | |
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Document Management System Integration Connect to document vaults (Sharepoint, Box, etc.) for attachments. |
No information available | |
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Analytics Platform Integration Send event and engagement data to analytics tools (Tableau, Power BI). |
No information available | |
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Third-party Webinar Platform Support Push/pull event data to/from Zoom, GoToWebinar, etc. |
Support for Zoom and other webinar platforms is part of the shareholder meeting experience. |
User Experience & Accessibility
(6 Yes /6 Known /10 Possible features)
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Responsive Design System adapts layouts and content for mobile, tablet, and desktop. |
MIC's interface adapts to mobile and web for investor convenience, supporting responsive design. | |
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Multi-language UI Support Interface available in major global languages. |
Multi-language support is highlighted for global clients in MIC's communications platform. | |
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Self-service Portal Investors can manage their notifications, contact details, and preferences. |
Investors have self-service portals to manage communication preferences and document access. | |
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WCAG/ADA Accessibility Interface meets major accessibility standards (WCAG 2.1, ADA compliance). |
MIC’s platform is required to meet accessibility standards for regulated financial portals. | |
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Onboarding/Tutorials In-app guidance and documentation for main user actions. |
Platform includes onboarding tutorials and in-app guidance, based on documentation section. | |
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Customizable Dashboards Allow users to customize analytics and content views. |
No information available | |
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Dark Mode Optional dark color scheme for visual comfort. |
No information available | |
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Keyboard Navigation Full feature support via keyboard shortcuts. |
No information available | |
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Profile Management Edit and manage user profiles and security options. |
User profile and notification management are core to the investor portal for security and compliance reasons. | |
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Bulk Actions Perform actions (e.g., resending, updating) for multiple users at once. |
No information available |
Customization & Branding
(7 Yes /7 Known /10 Possible features)
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Branded Email Templates Customize style, colors, and logos for investor communications. |
Email and regulatory notices are branded to the fund or manager, supporting customizable, branded templates. | |
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Whitelabel Domain Support Send emails and links from a custom fund/firm domain. |
MIC supports branded sender domains for fund/firm communications. | |
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Custom Branding for Portals Fund-branded microsites for events or document access. |
Investor portals and meeting microsites are fund-branded for client-facing experiences. | |
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Personalized Salutation/Inserts Automatic insertion of investor or contact details in comms. |
Personalized salutation is standard in all regulatory and proxy-related distribution. | |
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Custom Web Forms Design branded web forms for lead capture or event signups. |
No information available | |
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Editable Footer/Legal Disclaimer Maintain up-to-date legal and compliance notices. |
Editable disclaimers and legal footer content is required for compliance. | |
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Multiple Brands/Entities Support Serve several funds or sub-brands using one system. |
MIC primarily serves large managers with multiple funds/entities from a single platform. | |
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Custom Landing Pages Design and launch event or marketing landing pages. |
Creation and hosting of landing pages is part of MIC's event/meeting management offering. | |
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Signature Management Support different sender signatures per user or brand. |
No information available | |
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Variable Content by Segment Show different logos or colors for different investor groups. |
No information available |
Reliability & Performance
(7 Yes /7 Known /10 Possible features)
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99.9%+ Uptime Guarantee High service availability SLA for business-critical use. |
MIC guarantees high system availability for critical shareholder communications. | |
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Delivery Speed Average time to deliver messages to recipients. |
No information available | |
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Scalability Ability to handle very large list sizes without delays. |
Platform is designed for scalability to handle shareholder-wide communications at public funds. | |
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Bulk Send Capacity Maximum number of emails/messages sent in a single batch. |
No information available | |
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Georedundant Infrastructure System is hosted in multiple data centers for disaster recovery. |
MIC's architecture is described as georedundant for business continuity and disaster recovery. | |
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Automatic Failover Service automatically reroutes if a server or region fails. |
Automatic failover for regulatory communications is specified as a standard reliability/control feature. | |
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Performance Monitoring Real-time monitoring of uptime, latency, and system errors. |
Performance and system error monitoring is a core offering for regulated financial communication systems. | |
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Queue Management Prioritizes time-sensitive over routine communications. |
No information available | |
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Message Retry/Resend Automatically resends failed messages. |
MIC re-sends failed messages as required for audit and compliance. | |
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Redundancy for Critical Data Backups and replication of all critical settings and content. |
Critical settings/content backups are required for business continuity regulations. |
Support & Training
(7 Yes /7 Known /10 Possible features)
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24/7 Support Round-the-clock vendor support via call, chat, or email. |
MIC offers 24/7 support for clients dealing with time-critical communications. | |
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Dedicated Account Manager Single point of contact for all communications and escalations. |
Dedicated account managers are included for client escalation and personalized service. | |
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Onboarding Assistance Guided implementation and setup services. |
Professional onboarding and implementation assistance is referenced in service scope. | |
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In-depth Documentation Comprehensive user manuals and technical guides. |
MIC provides extensive documentation for users. | |
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Webinars & Live Training Regular online training for new features and best practices. |
Regular product webinars and live/virtual training sessions are offered to all clients. | |
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User Community/Forum Online space for peer-to-peer support and sharing. |
No information available | |
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Change Management Resources Materials to help staff adopt and transition to the new tool. |
No information available | |
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Video Tutorials & FAQ Library Short videos and searchable Q&A for common tasks. |
No information available | |
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Service Level Agreements (SLAs) Contractual commitments for support response and resolution times. |
SLAs are provided for all major fund communications vendors, including Mediant (MIC). | |
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Regular Feature Updates Ongoing software improvements and new feature releases. |
MIC is updated regularly for new regulatory requirements and client feature requests. |
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