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CASE STUDY: Financial Services

Print Management Increases ROI
••••••••••••••••••••••••••••••••••••

Security, Quality, and Quick Turns Key for Financial Documents

Challenge
A leading US investment banking firm specializing in mergers &
acquisitions was searching for a print management partner to help
manage their diverse print needs. Nearly every project, from brochures
to proposals and investor prospectuses, needed to be handled under             Challenge:
                                                                               Identify a print management
last-minute deadlines. In addition, their level of clientele (i.e., private
                                                                               partner capable of managing
equity firms, bankers, investors, attorneys), required that all printed        the company’s throughput, tight
materials meet very meticulous quality and accuracy standards.                 turnaround times, and security
                                                                               requirements, all at a cost-
As the company grew, print purchases became more frequent, with
                                                                               effective rate.
agents purchasing different components from multiple sources. Many
projects required numerous versions, some combining both digital and
conventional elements within a single piece. The company needed                Solution:
a partner able to effectively manage the program’s throughput, tight           Mary Morgan provides a full-
turnaround times, security requirements, and provide cost-effective rates.     service approach to print and
                                                                               document management that
Solution                                                                       accomodated all of the client’s
                                                                               needs.
Mary Morgan’s full-service approach to print and document
management provides a true “one-stop-shop” for companies across
industry sectors. With complete digital and offset print capabilities, full-   Results:
service bindery, fulfillment & distribution, mail, and a line of eBusiness     Increased ROI through:
tools, Mary Morgan can accomodate all types of projects and provide            • Vendor Consolidation
                                                                               • Unflappable Security
the quality, quick turns, and the security requirements companies have
                                                                                    Protocols
come to expect.
                                                                               • Flexible Run Rates
                                                                               • Decreased Distribution Costs
Results
With Mary Morgan, the company was able to increase ROI by:
• Bringing all print projects under one roof, which ensures integrity,
    quality, and color consistency, whether produced in a digital or
    conventional environment.
                                                                                                                     P: 920.437.0877
• Relying on Mary Morgan’s unflappable security protocols and
                                                                                                                     F: 920.437.7151
    commitment to strict confidentiality for sensitive client financial data                                         Green Bay, WI
    and transaction details.                                                                                            Hartland, WI
• Utilizing flexible run rates to produce as little as 5 or as many as                                               Milwaukee, WI
    2,500 pieces, resulting in no waste or standing inventory.                                                          Madison, WI
    Mary Morgan also accommodates the company’s stringent accuracy                                                        Tempe, AZ
                                                                                                             www.marymorganinc.com
    standards for its projects – often times swapping out pages while
    on press -- to account for late-breaking financial reports.
• Decreasing distribution costs with Mary Morgan’s highly adept
    assembly and kitting services, as well as in-house mailing facility
    and expertise, which has greatly reduced the amount the company
    spends on shipping to multiple points across the nation.
                                                                                                                         A CoakleyTech Company

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Financial Services Case Study Mm

  • 1. CASE STUDY: Financial Services Print Management Increases ROI •••••••••••••••••••••••••••••••••••• Security, Quality, and Quick Turns Key for Financial Documents Challenge A leading US investment banking firm specializing in mergers & acquisitions was searching for a print management partner to help manage their diverse print needs. Nearly every project, from brochures to proposals and investor prospectuses, needed to be handled under Challenge: Identify a print management last-minute deadlines. In addition, their level of clientele (i.e., private partner capable of managing equity firms, bankers, investors, attorneys), required that all printed the company’s throughput, tight materials meet very meticulous quality and accuracy standards. turnaround times, and security requirements, all at a cost- As the company grew, print purchases became more frequent, with effective rate. agents purchasing different components from multiple sources. Many projects required numerous versions, some combining both digital and conventional elements within a single piece. The company needed Solution: a partner able to effectively manage the program’s throughput, tight Mary Morgan provides a full- turnaround times, security requirements, and provide cost-effective rates. service approach to print and document management that Solution accomodated all of the client’s needs. Mary Morgan’s full-service approach to print and document management provides a true “one-stop-shop” for companies across industry sectors. With complete digital and offset print capabilities, full- Results: service bindery, fulfillment & distribution, mail, and a line of eBusiness Increased ROI through: tools, Mary Morgan can accomodate all types of projects and provide • Vendor Consolidation • Unflappable Security the quality, quick turns, and the security requirements companies have Protocols come to expect. • Flexible Run Rates • Decreased Distribution Costs Results With Mary Morgan, the company was able to increase ROI by: • Bringing all print projects under one roof, which ensures integrity, quality, and color consistency, whether produced in a digital or conventional environment. P: 920.437.0877 • Relying on Mary Morgan’s unflappable security protocols and F: 920.437.7151 commitment to strict confidentiality for sensitive client financial data Green Bay, WI and transaction details. Hartland, WI • Utilizing flexible run rates to produce as little as 5 or as many as Milwaukee, WI 2,500 pieces, resulting in no waste or standing inventory. Madison, WI Mary Morgan also accommodates the company’s stringent accuracy Tempe, AZ www.marymorganinc.com standards for its projects – often times swapping out pages while on press -- to account for late-breaking financial reports. • Decreasing distribution costs with Mary Morgan’s highly adept assembly and kitting services, as well as in-house mailing facility and expertise, which has greatly reduced the amount the company spends on shipping to multiple points across the nation. A CoakleyTech Company