Supporting Client Growth
From printing and composition to customized iConnect storefronts, AFPI offers a range of services that support your business. We pride ourselves on taking the time to fully understanding our clients’ needs, and on working with intuition and responsiveness to meet them. Our ongoing client relationships allow us to suggest services that support client growth as it evolves. The client profile below shows how AFPI implemented additional functionality and custom solutions to support our client’s long-term growth.
- 23rd largest company and 4th largest bank in the U.S.
- $98.6 billion in revenue with 264,900 employees in 39 states and D.C.
- AFPI client since 1984
- Offered printing and composition services for Transfer Agent division
- Added fulfillment and mailing services to the Third-Party Administrator division
- Implemented first online ordering and inventory management system with 6 users and 100 products inventoried
- Launched a comprehensive iConnect storefront with 35 users, 75 products and 65 orders per month
- Launched upgraded iConnect storefront for two additional divisions with over 625 new users and 175 additional products
- Added functionality to the existing storefront, three more storefronts for additional business lines and email campaign management tools
- Converted inventory items to print-on-demand pieces and transitioned envelopes and generic forms to new paper weights, resulting in a cost savings of $100,000 annually
- Built and deployed a custom email campaign management platform complete with a full suite of reporting tools
Reducing Costs
AFPI works with clients to coordinate input and approval from multiple sources, including legal, financial and marketing, in order to create and produce critical documents. Our streamlined processes offer our clients efficiency and savings. The accomplishments detailed below shows how AFPI-implemented systems and models led to client savings and growth.
- One of Canada’s best overall fund groups which includes a broad range of equity, fixed income and balanced asset classes
- $43 billion of assets under management
- 36 mutual funds under four fund families
- AFPI client since 2002
- Assisted with the acquisition and consolidation of three fund families and eight individual mutual funds. Filed 771 pages via the SEC’s EDGAR system and printed over 623,000 proxy statements and prospectuses
- Worked with client to create an annual report/prospectus combination book which resulted in an approximate $300,000 cost savings in printed materials and an approximate $100,000 cost savings in postage
- Moved client from a print and warehouse model to a print-on-demand model for all fund marketing materials, which resulted in an 80% cost savings year over year
- Successfully implemented XBRL into the EDGAR filing process for all funds
- Implemented an online ordering system used by the fund administrator for ordering fund materials
- Assisted in launching two new fund families
Customizing Products
AFPI creates tailored products and services to meet your changing compliance and brand management needs. From custom envelopes and check templates to reporting software, AFPI’s offerings are comprehensive.
- Technology company providing insurance products, agriculture analytics and risk-management services to agribusinesses
- One of only 14 companies offering multi-peril crop insurance under the Federal Crop Insurance program
- AFPI client since 2012
- Designed and created custom envelopes, invoice templates, and additional materials to meet client needs
- Implemented custom online portal and repository for accepting, printing, and distributing policy related documents
- Built custom reporting software using USPS API tools to track and record delivery of policy materials to meet compliance and legal needs
- Created custom check templates and implemented new processes for creating, printing, and distributing loss statements and checks to policy holders
Improving System Functionality
AFPI iConnect and print-on-demand services add functionality for ongoing business growth. In the client profile below, AFPI’s custom storefront supports business growth by accommodating additional products, added payment functionality and email campaign management tools.
- International agricultural company with 28,000 employees in over 90 countries
- $14.7 billion in sales
- AFPI client since 2002
- Fulfillment services provided for their seed division
- Storefront provided for ordering warehoused products
- Consolidated three warehouses and acquired over 250 additional products
- Added print-on-demand capabilities for products and added credit card payment functionality for all users
- Worked to redesign a seed tag project which resulted in a cost savings of $191,000
- Selected as the primary fulfillment provider for the Seed and Chemical divisions and added 700 additional products to the storefront
- Added email campaign management tools and functionality to the existing storefront
- Storefront climbed to over 2,500 products, 3,247 users, an average of 475 monthly print and fulfillment orders, and an average of 10,000 unique emails on a monthly basis