Case Study: Investment Management Firm achieves faster personalized mailings and 20% lower freight costs with Merrill Corporation

Investment Management Firm Expands Personalized Mailings, Cuts Freight Costs 20%

Investment Management Firm, an investment manager serving global institutions, advisors, and individuals, needed to improve its marketing program with more personalized materials, faster production, lower obsolescence, and a more efficient ordering process. Its existing vendor could not deliver the print-on-demand, full-color digital capabilities or the Salesforce.com integration it required, creating quality and workflow challenges.

Merrill Corporation implemented Merrill Connect, a technology-enabled marketing portal integrated with Salesforce.com and supported by Merrill’s print-on-demand digital platform. The solution let the firm customize and personalize materials, streamline ordering, and improve compliance controls. As a result, turnaround times improved significantly, the shift to print on demand reduced obsolescence, and freight costs dropped by more than 20%.