Wealth Management Leader Enables Advisors with State-of-the-Art Fulfillment

Case Study
August 09, 2018
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A pioneer in the wealth management industry has as their business a wide range of services including retirement, education funding, investment, planning and insurance to individuals, families and businesses. As part of their marketing support, they provide collateral, direct mail pieces and printed materials to advisors to send to prospective partners. All of these materials require printing, warehousing and shipping—and the firm was having difficulties with their incumbent fulfillment provider. The wealth management firm issued an RFP to find a new provider of fulfillment support services.