Case Study

Morgan Stanley

Streamlining Shareholder Disclosure

Morgan Stanley needed to provide complex disclosure to holders of one of its financial products. The disclosure is dependent on what the holder owns and a series of other data points. Based on this information, the holder could receive from 16 to over 100 pages of information. Traditionally, Morgan Stanley would print hundreds of thousands of pieces of material and manually combine the material into an envelope based on the holder information.

DG3 introduced complex document building technology to the mix. As a result, holders receive a printed and mailed combined single book containing holder-specific information. The solution trims weeks off the production timelines, creates substantial financial savings and virtually eliminates the risk that a holder receives the wrong communications.