Home / Case Studies / Asset Manager Integration, Speed, Compliance
Asset Management Firm Takes Control of Communications with Help from Sepire
Industry
Financial Institution
Vertical
Asset Management, Retirement
Solution
CompliChain
Integrated Communications Delivers Peace of Mind
The right message at the right time and channel can have a long-term impact on a shareholders. It can also have a significant impact on compliance. But for this asset manager, getting these results was by no means a simple proposition.
The Challenge: Disjointed Systems, Unsupportive Partner
Like many in their space, this organization built its communications tech stack over the course of decades. Data moved. But it moved slowly. Things got done. But it caused headaches. People were doing the job. But it was taking more of them than ever to do it.
Every job required manual intervention at every step. And no matter how valiantly their team worked to keep things flowing, the daily burden was simply becoming too much. Missed mailings weren’t simply inconvenient—one misstep in this painful, cumbersome process could lead to penalties, legal exposure, or reputational risk.
Worse yet, their previous partner wasn’t exactly helpful, supportive, or flexible. All this combined led to an unfortunate reality—their communications simply wasn’t working. Luckily, they found Sepire.
Easily connecting our proprietary CompliChain product to their tech stack, Sepire provided the compliance, turnaround, accuracy, and omnichannel execution they needed to deliver in this highly complex environment.
Solution: CompliChain
The Sepire team got to know the way this client worked and what they were up against, identifying workflow bottlenecks and delivering a flexible, API-driven connection between our CompliChain solution and the client’s existing technology stack.
This tight, flexible, API-driven integration made it easier than ever for this company to create jobs, recognize redundancies, and get results. And when paired with dynamic templates, automated approvals, and intelligent job routing, we helped this client to reduce processing delays and ensure compliance-critical mailings were always sent on schedule. And once the job was ready, we rose to the occasion to deliver the security, accuracy, and execution that comes standard.
Results: Time Saved, Headaches Reduced
The results were astounding. Inefficiencies were eliminated and turnaround times were reduced from weeks to days. Thousands of hours were reallocated. Complete visibility from job creation to in-home. And compliance peace of mind guaranteed.
At a Glance
“Sepire gave us the speed, efficiency, and peace of mind from a customer communications vendor we previously thought was impossible.”
—Vice President of Operations, Asset Manager
Challenges
Disconnected Systems Requiring Manual Data Entry
Minimal Personalization
Missed Deadlines on Time-Sensitive Communications
Lack of Visibility & Auditing
Unsupportive Partner
Solution
API-Based CompliChain Integration & Deployment
Real-time Initiation, Collaboration & Proofing
Template-Driven Omnichannel Workflows
Results
Eliminated production bottlenecks to meet strict regulatory deadlines.
Next-day turnarounds for critical time-sensitive documents.
Improved transparency, visibility with audit trails.
Contact us to learn more about our solutions or how we can help you better engage with your clients.