Wealth Management Firm Updates Statements with In-Line Color Print

Logo for Argent Financial

Argent Financial Group, Inc (AFG)

About the Company: Argent Financial Group, Inc (AFG) is a leading independent wealth management firm.

The Project: AFG wanted to update the look and feel of their statement and incorporate in-line color printing in their statement processing workflow.

OSI’s Approach

OSI worked with Argent Financial Group (AFG) when they migrated their core software platform. We began completing statement processing and tax document printing and mailing, including 1099R and 5498 forms.

  • Custom coding solution based on PCL data files that are securely transmitted from AFG’s software platform.
  • Custom reporting was built into the custom programming to provide AFG with a special reconciliation report to meet their specific business needs.

The Results

Flexibility – AFG’s statement portfolio has grown substantially, and OSI offered the custom programming flexibility to seamlessly integrate new bank clients, logos, formats, and volume.

Cost savings – OSI’s process to print color ink statement documents in-line has saved AFG thousands of dollars in material cost expenditures by eliminating costs for pre-print stock forms and custom envelopes.