Statement Fulfillment for a Large Investment Firm

August 15, 2019 RRD, RR Donnelley

Challenge

To help reduce costs, a financial services client wanted to close an internal print facility – yet maintain capacity through a secure outsourced model with proper transparency, control, and technology.

Solution

We used Powerstream to integrate our post-processing controls with the firm's legacy Metacode file. Using our cut-sheet imagers, we built a solution that organized and batched over 1,200 retirement plans for various organizations, streamlining production workflow.

Results

We went live on schedule and delivered 550,000 quarterly statements successfully. Our client realized several key benefits:

  • consolidation of vendor partners,
  • better utilization of space housing production equipment,
  • redeployment of workforce to core tasks
  • access to state of the art production technologies
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