Patent ID: 8073735

Claim:
A method of preparing personalized communication documents for a plurality of clients, the method comprising: storing in one or more memories information concerning a set of financial product and/or financial services for the personalized communication documents; executing operations via a processor programmed with software instructions to perform the steps of: automatically determining variable compliance and/or regulatory information associated with said set of financial products and/or financial services to be offered to said plurality of clients; automatically preparing a personalized communication document for each client, said personalized communication document comprising personalized content for said client relating to an offering for one or more financial products and/or services, wherein said personalized content includes said variable compliance and/or regulatory information associated with one or more jurisdictions; automatically generating and without human intervention successive personalized communication documents that include different compliance and/or regulatory information based on the one or more financial product and/or financial service identified in the personalized communication documents and/or requirements of respective jurisdictions associated with recipients of such successive customized communication documents; and sending each personalized communication document to a respective one of the plurality of clients.