Breaking Down Barriers in Print Ordering
Financial advisors at a leading firm faced a common challenge: how to efficiently order personalized client materials
without any print expertise. With over 50,000 employees spread across numerous locations, advisors were often
overwhelmed by complex ordering systems and too many print options—leading to confusion, mistakes, and wasted
time. Their internal print operations were transitioning from implant to a print-as-a-service model, but advisors
needed a simpler, smarter way to get the right materials for their client meetings.
Streamlining a Complex Ecosystem
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.
Tangible Results that Matter
This transformation brought impressive results. Ordering time for advisors was cut in half, thanks to a streamlined process that significantly reduced user errors. Order mistakes dropped by 83% because print options were simplified and standardized to fit specific business needs.
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
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.
