Securian Retirement Services, a financial services provider, launched an initiative to transform its 401(k) plan statements and newsletters. All account data in the statement is variable. The text blocks in the newsletter are variable driven by the database criteria and can be versioned according to plan type.
Published 2004

ADP, a global provider of computerized transaction processing, data communications and information services, redesigned its Retirement Plan Statement, incorporating data-driven graphics and variable messaging. The redesigned statement presents account information in a format that is more easily understood, eliminates the need for numerous inserts and improves consistency with Web-based communications.
Published 2003

Merrill Lynch, a financial management and advisory company, brought the production of statements in-house to gain better control over production and maintain the integrity of the statements by implementing a software solution that integrates personalized document creation with campaign management & tracking and multi-channel delivery. Cost savings are projected to exceed goals.
Published 2003

Royal Bank of Canada, a financial services group, implemented a process to streamline statement delivery, reduce costs and deliver a customized statement with a consolidated overview of transactions with the bank to its clients. The process streamlined statement delivery and reduced statement production costs without changing the legacy systems that generate the data.
Published 2003

Schwab Retirement Plan Services, providing securities brokerage and related financial services, upgraded the design of its statements to offer more customization for plan sponsors and more educational information for participants. The redesigned statement makes use of data-driven graphics and positions key information more effectively. The new design won DALBAR award three years running, 2000-2002.
Published 2003

Sun Life Financial/Keyport, a provider of financial products to individuals and corporations, redesigned its Accumulation and Payout Annuity statements. The statements incorporate variable messaging, data-driven graphics and highlight color to communicate account information in a clearer format. Statements are mailed within five days of end of the quarter, an improvement over the previous 30-45 days.
Published 2003

T. Rowe Price, a provider of no-load mutual funds and investment management services, redesigned its statement to make it more competitive, easier to read and more informative. The new statement design incorporates personalized messaging, data driven line and pie charts, personalized contribution summaries and a personalized investment summary. The new statement has resulted in a reduction in customer service calls.
Published 2003

Ukrop's Super Markets, a family owned grocery store chain, redesigned their Valued Customer program to created targeted reward offers based on the customer's buying history. 17.8% of customers who were not earning rewards earned a reward the next quarter. 40% of customers who had received rewards positively changed their behavior by the next quarter.
Published 2003

AIM Funds Management, a Canadian investment firm, reduced costs and increased the speed of delivery of statements by moving production in-house and implementing a software solution to create versioned customer statements, including targeted messaging. The time required to test client data before statements are print-ready has been reduced by 75% and AIM has saved $500,000 by eliminating redundant mailings.
Published 2001

AMP Australia, a financial services firm, re-engineered its document generation process. Business users generate business documents using a graphical user interface, creating a more effective way to design, archive, reprint documents. The time required to create complex documents has been reduced from 50 days to 2-3 days and saves over $1.25 million per year.
Published 2001