Timeliness, Accuracy and Compliance in Customer Communications

Timeliness Accuracy and Compliance in Customer Communications

Client

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

Challenge

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.

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