Case Study

Franklin Templeton

Franklin Templeton needed to electronically deliver fund information to shareholders. 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 hosts the PDF files and sends an email to each recipient containing links to their documents. DG3 then follows up with a “send” report indicating what was sent, when it was sent, to whom, the delivery status, and which recipients downloaded the linked files.