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Digital Printing, Order Tracking. See how this Financial Services client partners with Universal Wilde to create and distribute annuity contract documentation with integrity.
Financial Services Case Study

Financial Services

SERVICING OVER 20 MILLION INDIVIDUALS AND INSTITUTIONS WORLDWIDE

 

This Fortune 500 client is one of the largest investment management, mutual funds and online brokerage companies in the world.

 

 

 

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CHALLENGE

Frustrated with the inefficient workflow, poor quality of output, and delivery issues, a leading financial services company turned to Universal Wilde for a new solution to create and distribute their annuity contracts and documentation.  This client's contracts were manually assembled causing mistakes, and lacked a professional appearance.
 
 

SOLUTIONS

Universal Wilde customized Xccelerate, our state-of-the-art communications delivery platform and leveraged digital printing capabilities to meet the challenge. Pre-determined business rules populate the template with data and content. These business rules also determine which paper stock is used to print the contract. Throughout the entire process, the order is tracked. The system administrator can log into the reports dashboard to see all the orders created, the date they were shipped and other important information.
 

RESULTS

  • Reduced Time to Market
  • High Integrity
  • Superior Quality

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