Case Study: a global financial services company streamlines personalized retirement plan proposals with Toppan Merrill Connect Storefront

A global financial services company partners with Toppan Merrill to seamlessly execute detailed, time-sensitive, personalized and targeted Retirement Plan proposals

A global financial services company, a leading provider of retirement plans, was constrained by its previous vendor's inability to manage the high volume of requests for customized proposals. This forced their advisors to manually assemble orders, which was time-consuming and hindered their ability to meet tight delivery deadlines. They partnered with Toppan Merrill to find a seamless solution for creating personalized, compliant, and targeted retirement plan proposals.

Toppan Merrill implemented its Connect Storefront solution, an easy-to-administer ordering portal that gave plan advisors a high level of customized options. The system allowed advisors to select proposal types, upload custom documents, and automatically assemble the final product while ensuring all compliance materials were included. This solution from Toppan Merrill streamlined all manual processes, provided complete order traceability, and introduced efficient cost center tracking for simplified invoicing.