INCREASED MARKET AND BRAND EFFECTIVENESS

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One of the nation’s largest and most respected asset management companies, offering a range of products and services to individuals, corporations, and institutions, including mutual funds, management for institutions, hedge fund products, and qualified retirement plans.

• Provide secure passage of credentials from customer’s intranet to determine which items can be viewed by an individual based on their certifications.
• Allow financial advisors in the field to order branded collateral.
• Print must be cost-effective, since customer bears a portion of the cost.
• Streamline ordering process for all collateral.
• Better manage brand consistency.
• Seamlessly execute distribution and mailing at the time of transaction.

Solution
A fully integrated web-to-print site that allows versioning of templated material, ability for one-to-one direct marketing, and fulfillment of a small number of inventory items.

• Financial advisors can order books for seminars, meetings, etc. through the same system, while employees have centralized access to the fulfillment solution.
• Financial advisors now have access to company-approved, branded, high-quality, consistent collateral.
• Field has the ability to quickly and easily execute directed marketing efforts.
• Direct mail solution uses variable data printing to provide one-to-one marketing, customized specifically to the individual.