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Dynamic Content, Multichannel. See how this Financial Services Institution partners with Universal Wilde to distribute "Fund Announcement Changes" faster and easier.
Financial Industry Case Study

Financial Institution

THE BIGGEST OF THE "BIG FOUR" BANKS

 

Our client holds an estimated 12.2% of deposits in the US and is one of the world’s leading financial institutions. The company serves consumers and businesses with a full range of banking, investing, asset management and other financial and risk management products and services.  The company operates in more than 40 countries.

 

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CHALLENGE

Our client was spending an inordinate amount of time producing Fund Change Announcements for the hundreds of 401k plans they manage. The bank has a responsibility to communicate changes within certain timeframes. The client challenged us to develop a streamlined solution to create and distribute these "Change Announcements" on time.

SOLUTIONS

The Universal Wilde team met with the client to discuss solutions that would be easier to navigate, ensure compliance, and enable Fund Change Announcements to be delivered from any channel. Universal Wilde developed a system that was up and fully functional within 8 weeks of the preliminary meeting. A select number of approved users can now manage Fund Change Announcements with a single sign on to our system from any channel.

RESULTS

  • Compliance
  • Efficient Processes
  • Improved Plan-Sponser Satisfaction

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