Case Study

BNY Mellon

BNY Mellon needed to satisfy a statutory requirement to securely deliver compliant documents to record keepers electronically. DG3 provided a solution. The client provides an Excel file containing a list of email recipients, the documents to be sent to each recipient, and the documents as PDF files. DG3 securely hosts the PDF files and sends an email to each recipient containing links to their documents and instructions on how to access them. DG3 then follows up with two reports. The first report is a “send” report indicating what was sent, when it was sent, to whom, and the delivery status. The second report is an “access” report indicating which recipients accessed the linked files and when they have downloaded them.