Leading Newport Group to profitable automation processes.
Adding a valuable new service to a growing financial services portfolio shouldn’t be cause for consternation. However, for Newport Group, the new retirement plan they had acquired was generating significantly more statement data volume than their current IT infrastructure and production workflows were capable of handling.
In the hyper-competitive financial services industry, clients rely on being able to receive and review account statement information that is accurate, complete and timely. Orion also was experiencing inherent inefficiencies (from data gathering through fulfillment) in a workflow that was neither fully automated nor fully integrated.Read the Full Case Study