Timeliness, Accuracy and Compliance in Customer Communications

Timeliness Accuracy and Compliance in Customer Communications


A Fortune 500 Financial Services Company responsible for periodically communicating fee disclosures and other notifications to plan participants.


Regulatory penalties for non-timely delivery of such communications are severe in this industry. In the face of continued growth, the client needed to ensure full regulatory compliance, timeliness and accuracy in correspondence. In addition, they sought ways to reduce costs during peak periods.

Fill out the Form Below to Access the Full Case Study

(including the Solution & Results)

Looking For A Similar Solution

Contact Us

Let’s Make Smart Happen Together

Ready to put our people, processes, and technology to work for you?

Get In Touch