Case Study: Financial Services Company achieves elimination of multiple review rounds, reduced staffing and a 4-day process time reduction with Donnelley Financial Solutions' ArcPro Workflow

A Financial Services Company Helps Create the Ultimate Content Management Tool for Prospectuses

Financial Services Company, a large asset manager overseeing more than $350 billion and over 130 mutual funds, faced a burdensome, error-prone prospectus production process with outdated proprietary technology, no formal content owners, missed deadlines and rising typesetting costs — issues compounded by new SOX certification requirements. Longtime vendor Donnelley Financial Solutions recommended a shift to a self‑service model and collaborated with the client to develop the ArcPro Workflow / ArcPro self‑service composition tool to address these gaps.

Donnelley Financial Solutions implemented ArcPro’s integrated workflow, collaboration and content‑management capabilities (including dynamic charting, data import and automated SEC‑compliant summary prospectus creation), centralizing drafting, typesetting and filing. The solution eliminated multiple review rounds, reduced document‑management staffing and typesetting costs, and shortened the process by four days, while improving content ownership, reducing risk and enabling ongoing joint development and rollout across additional departments.