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Case Study: Financial Services/Online Ordering for Brokers

Broker / Agent Support: Campaign and Collateral Web Ordering Program

Anderson Capabilities Used:

		Web-to-Print Ordering
		Online Proofing
		Data Processing and Personalization
		4-Color Variable Data Printing and Digital Direct Mail
		Automated Workflow
		Lettershop and Mailing Services
		Fulfillment

Challenge: An investment services company with 125 brokers throughout California wanted to develop a system that would enable its brokers to order their own printed marketing materials, such as brochures and other collateral, as well as order direct mail campaigns. The system had to:

		Allow the brokers to personalize messages to suit their target markets and campaign goals
		Produce all pieces with templates provided by the company to assure compliance with overall branding
		Allow products to be printed on demand
		Contain costs by commingling printing and mailing orders

Solution: Anderson implemented an online Web ordering system with automated workflow that makes it easy for the client and its brokers to order personalized brochures and collateral — as well as direct mail campaigns consisting of self-mailers, postcards, and letters — that use corporate branding. The process is simple: Brokers place their print orders from a Web portal designed specifically for their company, developed and hosted by Anderson. They select the product(s) they want from a variety of templates, customize messages as needed, and upload their mailing lists (or order mailing lists directly from Anderson's data pipeline). Anderson seamlessly processes the mailing list data and composes the pieces, then digitally prints and mails them.

Results: With the online workflow in place, it's easier, faster, and more efficient for brokers to market effectively to their customers and prospects. The client is confident that all the marketing communications distributed by their brokers maintain the parent company's look, feel, and corporate branding. And by commingling print and mail orders, Anderson has been able to offer the client significant print and postage cost savings.

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