What our client wanted
Our client, a UK-based wealth management business, was facing issues with their customer correspondence. They needed a partner who could produce communications in a timely manner, with the correct content, style and branding. In addition, the change management process to set up new letter templates was long and convoluted. As a result of these challenges, their customers were receiving late or incorrect communications, and the client’s desired changes were not made quickly enough for them to have an impact. They needed to speed up their change process, eliminate errors, and improve the experience they delivered for their customers.