Case Study
Leading Holding Company Partners With Merrill to Improve Archival and Retrieval
Leading Holding Company Partners With Merrill to Improve Archival and Retrieval of Annuity Contracts. A Fortune 250 American holding company needed a solution for their New Business Group to view actual printed annuity contracts enabling them to access the exact documents their investors received. With thousands of contracts being distributed every month, it was vital the holding company found a solution that was easy to use and had robust search capabilities. The holding company selected Merrill’s Communication Archive for the easy to use interface and powerful search functionality. The New Business Group immediately began to experience benefits of Merrill’s Communication Archive; 1. Leveraging a single platform for testing and production environments improves usability.