Case Study: Fortune 500 Financial Services Company achieves timely, accurate, compliant customer communications with Strata Company

Fortune 500 Financial Services Company - Customer Case Study

The Fortune 500 Financial Services Company, responsible for periodic fee disclosures and notifications to plan participants, faced severe regulatory penalties for any untimely or inaccurate communications as it scaled. To ensure ongoing timeliness, accuracy, compliance and to reduce costs during peak periods, the customer engaged Strata Company to modernize its legacy correspondence processes.

Strata Company delivered a web-based customer communication management system that automates data transformation and correspondence generation while adding project tracking and reporting for transparency. The solution eliminated output errors, compressed turnaround times, reduced staffing needs, and improved regulatory compliance—lowering risk and costs during peak cycles.