The life cycle of marketing and communications documents in financial services moves through three new stages after the document has been created: composition, preparation for SEC filing (if required) and printing.

Each stage shares similar challenges in that the knowledge and capabilities necessary for success (speed, simplicity, accuracy and cost-effective outcomes) require constant surveillance of the financial compliance environment and an integrated software solution.

The difficulty for financial service firms is expending the intensive resources necessary to embed these capabilities as core competencies. Such efforts require considerable time, financial sacrifice, and people with a passion to improve document production and printing solutions.

Merrill is an expert in this industry, with more than four decades of experience. Our history lies in print. We can produce practically anything put on paper to world-class standards. We have deep resources and highly trained, experienced people who keep up with the evolving technical and regulatory environment.

We’ve also created tools that adapt to your demanding projects and need for flexibility. Building on the foundation of our document creation and authoring toolset, we’ve crafted three solutions that work together or independently, based on your document production and printing requirements.

Composition

Merrill’s composition services integrate with document creation tools like QuarkXPress® or Microsoft® Word. They allow large projects to be worked on simultaneously but stay tied to a single-source, meaning that all changes happen to one file and one file is output to many formats. In addition, our enhanced desktop production group uses a variety of tools to create style-intensive documents typically found in mutual fund disclosure.

SEC Filing Solutions

Merrill has dedicated a team to staying apprised of EDGAR changes so we can help you through new regulations regarding broader disclosure and accelerated filings. Each online filing uses secure and proprietary software. It’s fast and reliable, achieving more than 99.5% acceptance on the first try. And in case of questions, we have professionals extensively trained in SEC compliance staffing customer service 24 hours a day.

Financial Printing

Merrill is the industry leader in compliance and marketing solutions for the financial services industry. We handle regulatory and compliance documents of all sizes, quantities and standards, including bindery and finishing.

We also lead in digital print and electronic content management, helping our clients produce more effective marketing collateral at greatly reduced obsolescence rates.

We’ve also developed Intelligent Print, which uses database information and scenario analysis to print and deliver smaller, individualized compliance documents to customers, eliminating unnecessary printing, postage and a host of other costs while improving the customer experience.