One of the nation’s leading retirement plan administrators supports millions of partnerships with deep relationships with some of the top financial firms in the U.S. Their business model requires managing a high volume of personalized participant communications on behalf of multiple clients—each with unique branding, contact info, messaging, and compliance requirements.
The organization was relying on hundreds of rigid, template-based communications to meet the needs of each individual client. Each partner’s communication required its own set of logos and branding elements, unique phone numbers and contact information, customized plan descriptions and product details, and disclosures, legal language, and regulatory content.
This approach created significant challenges:
The volume and complexity of template management were unsustainable and resource-intensive.
By implementing ONEsuite, this Wealth and Retirement Services Provider achieved remarkable improvements:
500+ Templates Consolidated into 15
85% Reduction in Template Maintenance Workload
Accelerated Production Timeline for new campaigns and plan updates
Improved Accuracy and Brand Consistency across all communications
By shifting from a template-heavy, manual process to a streamlined, profile-driven model, this leading plan administrator gained control, flexibility, and speed. O’Neil’s ONEsuite platform provided the technology foundation to reduce complexity while continuing to deliver highly personalized, compliant communications for every client.
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