Document Category: Success Stories

A leading retirement services provider teamed up with O’Neil Digital Solutions to increase 401(k) participation and grow assets under management, leveraging ONEsuite’s advanced analytics and personalized communication strategies.

Faced with rising costs, low digital adoption, and limited engagement insights, a national Medicare plan turned to O’Neil Digital Solutions. How a Medicare Plan Modernized Member Communications—streamlining processes, building trust, and delivering results while maintaining security and compliance.

A national wealth management firm partnered with O’Neil Digital Solutions to gain deeper insight into client behavior and preferences. Leveraging the ONEsuite platform, they uncovered new opportunities to boost engagement, drive deposit growth, and expand assets under management.

A leading investment firm struggled with slow, IT-dependent ad hoc communications. O’Neil’s ONEdoc module streamlined the process, consolidating 260+ templates into two, cutting launch times from weeks to hours, freeing IT resources, and boosting agility to meet market and regulatory demands.

A prominent healthcare organization partnered with O’Neil Digital Solutions to cut mailing costs and boost member engagement. By leveraging USPS promotions, innovative designs, and advanced technology, they achieved significant postage savings and more effective communications.

A top retirement plan administrator managing over 500 templates faced high costs, delays, and error risks. O’Neil’s ONEsuite cut the number to 15 dynamic templates, reducing maintenance by 85%, speeding production, improving accuracy, and enabling scalable growth.

A major PBM struggled with complex, inefficient EOB production and slow campaign launches. O’Neil’s ONEsuite platform cut templates by 80%, reduced update effort by 60%, ensured 100% compliance, lowered costs, and enabled faster, personalized omnichannel campaigns—boosting efficiency and member engagement.

A prominent healthcare company consolidated multiple vendors into O’Neil’s ONEsuite platform, unifying communications across all business lines. The shift streamlined workflows, ensured brand consistency, enabled rapid deployment, and delivered over $6 million in savings—while improving member engagement and supporting digital transformation.