Case Study: Fortune 500 Wealth & Investment Company achieves $11.6M annual savings with Precisely's EngageOne RapidCX

A Fortune 500, wealth and investment company saves $11.6M annually with consolidation and standardization

Wealth and Investment Company, a Fortune 500 financial services firm, faced high customer communication fulfillment costs driven by multiple print vendors, limited standards, increasingly constrained IT resources for changes, inconsistent communications across lines of business, and no single source for call-center agents to view customer correspondence. To address these issues they engaged Precisely and implemented EngageOne RapidCX.

Precisely consolidated print vendors, standardized output and enterprise communication design, and integrated separate systems into EngageOne RapidCX so users could self-manage communication changes without IT. The solution provided a single view used by 1,200 call-center agents and 75 back-office users across 10 locations, enabled detailed tracking for 34 million documents per year, and delivered $11.6M in annual savings from IT and print cost reductions.