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Adding a valuable new service to a growing financial portfolio shouldn’t be cause for consternation. For Newport Group, the new retirement plans they had acquired were generating significantly more statement data volume than their current IT infrastructure and production workflows were capable of handling. Their needs consisted of:
Working with Newport Group, we implemented an automated data feed directly from their system to Quantum Group, which enabled managers to submit and confirm special production instructions. This new system monitored real-time production of statements from upload to delivery and addressed issues as they arose, resulting in time and cost savings.
Data integration
automation & integration
statement integrity