CHALLENGES Our client was spending an inordinate amount of time – across departments - producing Fund Change Announcements. Our client manages hundreds of 401K plans for major corporations across the country. Each plan has changes to their plan offerings and the bank has a responsibility to communicate these changes within certain timeframes. Some of these federal guidelines were not being met because their internal processes were too time consuming and bulky to navigate. The client challenged Universal Wilde to develop a streamlined and efficient solution that would enable the bank to comply with federal regulations. SOLUTION Universal Wilde developed a system that was up and fully functional within 8 weeks of the preliminary meeting. This system contained all of the descri

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