From data to distribution
Control Center offers intuitive digital tools allowing you to preview any data element, such as state or product, to ensure accuracy before publishing for print or e-distribution. Batch reconciliation and program status at the order shipment level, including carrier tracking data, delivered through integrated, real-time dashboards.
Manage
Production Dashboard
View every process step status to the recipient level
- Real-time workflow updates
- Order information detail
Ad-Hoc Print and Mail
Streamline and centralize ad-hoc project requests and communication through a single, secure portal.
- Communication visibility throughout the job lifecycle
- Integrated, form-based communication for job details and custom quotes
Create
Data Mapper
Onboard your data in minutes
- Self-service configuration
- Rules-based validation
- Multiple delimiters and file types support
- Customizable validation error messages
Document Composition
Supporting static and variable content templates.
- Subject matter expert support for each step of data composition
- Logic driven content management
- Create multiple versions from one source
- Shared content across multiple documents
Document Collaboration
Multi-user, simultaneous, real-time document collaboration
- Track document review approval status
- Capture complete audit history
- Enhance version control check-in and check-out features
- Inline annotations and @mention commenting
ADA Compliance
Ensure 508/ADA compliance through specific testing protocols which validate and remediate electronic communications
- Enhanced search through document tagging and remediation services
- Scalable service team
Translations
Simultaneous document translations from English master
- 100+ languages supported
- Back and machine translation
- Terminology management and translation memory
Proofing
Composed document review and approval at the recipient level
- Filtering tools for ease of document review
- Source file access for review
- Batch release selected approved documents
Distribute
e-Campaign Management
Digital communications driven by recipient engagement
- Live contact repository updated with user interaction like unsubscribe, print and bounces by Toppan Merrill.
- Follow-on communications based on digital engagement
e-Presentation
Personalized / digital notifications
- ADA compliant
- Secure / anonymous access
- Review capabilities for specific document versions
- Kit access on landing pages
Inform
Reporting and Analytics
Transparency to relevant key performance indicators and other important data points
- Secure, on-demand access to report library
- Quickly access important data sets
- Automated report updating
- Access carrier tracking data
- Report customizations
Archiving
Compliant archival of all delivered communications
- Retention and automated disposition
- WORM storage and FINRA compliant
- Search / faceting for ease of retrieval
Productivity unlocked.
Updates & Insights
5 steps to move toward omnichannel member experiences
Jen Trewick – Principal Product Manager
Tailored Shareholder Reports: Binding allowance and website availability for Variable Insurance Products
Guy Stanzione – Director, SEC Compliance Services
MAOs need to digitally transform the member experience—here’s how
Jen Trewick – Principal Product Manager