Simplifying Print Ordering for Financial Advisors: The AccuConnect Solution
50K+
Streamlined print access for every employee
50%
Cut ordering time in half with
simplified workflows
83%
Order errors slashed by standardizing options
How a 50,000-Person Financial Services Firm Struggled with Decentralized Print Ordering
Financial advisors at a leading financial services firm faced a critical operational challenge: how to efficiently order personalized print marketing
materials for client meetings—without any print expertise. With over 50,000
employees spread across numerous locations, advisors were overwhelmed by complex print ordering systems, excessive customization options, and error-prone manual workflows. As the firm transitioned from an in-house inplant model to a centralized print-as-a-service solution, they needed a smarter, scalable print fulfillment platform that could integrate with existing enterprise systems, enforce brand and compliance standards, and simplify ordering for every advisor across the organization.
How AccuConnect Centralized Print Fulfillment and Integrated Enterprise Systems for Financial Advisors
AccuConnect stepped in to simplify and centralize the entire print ordering experience. The platform was customized to integrate seamlessly with key systems like Salesforce, PeopleSoft, and single sign-on (SSO), ensuring smooth access and up-to-date user data for over 50,000 employees across the globe.
Understanding that advisors aren’t print experts, AccuConnect eliminated confusing print finish options and minimized customization choices to only a few per product. Commonly used options were templatized and configured for ease of use—making ordering as simple as possible without sacrificing personalization. The platform also integrated location feeds and implemented access controls so only the right departments could order the right materials they need.
The Results: 50% Faster Ordering, 83% Fewer Errors, and Millions Saved in Print Operations
This transformation brought impressive results. Ordering time was cut by 50%, freeing advisors to focus on clients rather than logistics — a direct result of AccuConnect’s streamlined workflows and simplified product configurations that
removed complexity at every step of the ordering process. Order mistakes fell by 83% — a direct result of standardizing and simplifying print options across the platform to fit specific business needs, eliminating the guesswork that had previously driven costly errors and reprints across the 50,000+ user base.
Beyond operational efficiency, the firm saved millions by transitioning from in-house print operations to a centralized print-as-a-service model powered by AccuConnect. The platform enabled thousands of advisors to confidently order personalized critical marketing materials, fully aligned with brand and compliance standards.
Why Financial Services Firms Choose AccuConnect for Scalable, Compliant Print Management
In an industry where accuracy, compliance, and client trust are paramount, AccuConnect delivers a solution that works for every level of user—from print novices to seasoned professionals. As internal print operations shift from inplant setups to print-as-a-service models, advisors need a simpler, smarter way to get the right materials for their client meetings. AccuConnect removes complexity, centralizes operations, and integrates critical systems—
empowering advisors to focus on what matters most: serving clients effectively.
AccuConnect isn’t just a print ordering system—it’s a strategic tool that drives efficiency, reduces costs, and scales with your growing business.
About the Solution
Can AccuConnect integrate with financial services platforms like Salesforce and PeopleSoft?
Yes. AccuConnect is built to integrate seamlessly with enterprise systems including Salesforce, PeopleSoft, and SSO platforms—ensuring accurate user data, secure access controls, and a frictionless ordering experience for every advisor.
How does AccuConnect help financial advisors order print materials without print expertise?
AccuConnect simplifies the ordering process by eliminating confusing print finish options, reducing customization choices, and offering pre-configured templates—so advisors can quickly order compliant, personalized materials without needing any print knowledge.
How does AccuConnect support brand compliance and regulatory standards for financial firms?
AccuConnect enforces brand and compliance guardrails at the platform level—controlling which materials each department can access and order—so every piece of printed collateral meets regulatory and brand standards automatically, at scale.