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A FINANCIAL SERVICES SUCCESS STORY​

Empowering Agility in Ad Hoc Communications for a Leading Investment Firm

Client:

A Top-Tier Investment
Management Firm

A top-tier investment management firm serving millions of clients nationwide needed a more agile, scalable way to manage ad hoc communications. From investor notices to policy updates, they were juggling hundreds of time-sensitive, one-off projects with limited flexibility and heavy IT reliance.

  • Time Period: 2021 - present
  • Focus: Streamline ad hoc project creation.

The Challenge

The client’s existing process for managing ad hoc mailings was highly manual and inflexible:  

  • Over 260 Independent Templates and Projects active at any given time
  • Heavy IT Involvement required to update or launch each communication
  • Limited Flexibility for marketers and business users to make changes
  • Slow Time-to-Market, with some communications taking 3–4 weeks to deploy

This structure slowed down response times, strained internal resources, and introduced risks when urgent communications needed to go out quickly.

The Solution

O’Neil Digital Solutions introduced ONEdoc, a self-service module within the ONEsuite platform, designed specifically to streamline ad hoc project creation.

  • Key Elements: User-Controlled Campaign Builder: Enabled business teams to build and launch mailings independently—without needing IT resources.
  • Dynamic Content Capabilities: Allowed users to add copy, apply conditional logic, and manage variable data within a simplified interface.
  • Template Reduction: Consolidated 260+ ad hoc projects into just two intelligent templates, each capable of supporting a broad range of scenarios.

This approach empowered business users to quickly execute compliant, professional communications without bottlenecks or IT delays.

The Results

By implementing ONEsuite, this Wealth and Retirement Services Provider achieved remarkable improvements:

Reduced Complexity

260 Projects Consolidated into 2 Templates

Reduced Workload

Launch Time Reduced from 3–4 weeks to a few hours

Freed Resources

Freed IT Resources to focus on higher-priority initiatives

Increased Agility

Increased Agility to respond to market and regulatory changes

Expanding the Partnership

Following the success of ONEdoc for ad hoc projects, the firm is exploring expanded use of ONEsuite for broader customer communication strategies—leveraging the same flexibility and efficiency across additional departments and use cases.

 

Business Impact

O’Neil’s solution delivered real operational and strategic gains:

  • Faster Time-to-Market for critical communications
  • Reduced Costs and IT Dependency
  • Improved Internal Control for business and marketing teams
  • Greater Responsiveness to business needs and client expectations

Conclusion

By implementing ONEdoc, this leading investment firm replaced hundreds of isolated templates with a streamlined, self-service solution—reducing costs, increasing speed, and empowering teams to act with confidence. The result: faster, more flexible communication that meets the demands of a fast-paced financial landscape.

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