Digital and Physical Distribution of Financial Services Documentation

Configurable decision rules reduce your risk of noncompliance

Providing documentation is a way of life in the financial services world, and regulatory bodies ensure there are documents for nearly every aspect of the business. As a result, there is a labyrinth of rules to control the distribution. The fact that rules change frequently in response to changes in company policies, services, and governmental regulations makes compliance even more difficult. 

Jagged Peak’s EDGE applications are up to the task. EDGE reduces your risk by implementing complex sets of decision rules that ensure compliance to even the most stringent regulations. Rules are simple to configure, so much so that product managers can update them without the help of IT--an essential capability if you are to keep up with the myriad of daily changes.

With EDGE, financial service companies can deploy web portals and make catalogs of documents, either physical or digital, available for sales reps, agents, or Internet customers to order. Decision rules ensure proper digital downloads and that physical orders sent to the warehouse for fulfillment comply with all relevant constraints.

In addition, EDGE can centralize demand from any demand channels you have in place today. It can also send orders to any stocking location in your distribution network.

Consolidate orders from multiple channels
EDGE consolidates and manages orders from multiple sources, such as the Internet, call centers, or your direct sales force in multiple formats: XML, EDI, e-mail, Excel, .CSV, file based, and web direct. You can also make order status visible so people can check it themselves, without having to interrupt the operations staff to provide it.

Your decision rules control who orders what
Configure EDGE to control important shipping parameters, such as always including or excluding pieces or restricting document shipments to specified time windows. You can set order limits, prevent unauthorized orders, and make sure documents written for New Yorkers are never ordered for Californians. You define the decision rules important to you, and EDGE makes sure your orders adhere to them.

Take advantage of digital print on demand (DPOD)
As the growth of DPOD facilities accelerates, you can easily incorporate those sites as delivery points. EDGE can execute orders that allow delivery of digital assets for local printing.

Cut distribution cost by delivering perfect orders to your stocking locations
EDGE integrates seamlessly with existing WMS and ERP systems—SAP, J.D. Edwards, Manhattan, Red Prairie, EXE, and High Jump, among others--and delivers orders to them. Because EDGE decision rules verify order accuracy and available-to-promise (ATP) functionality commits stock, all the orders sent to your warehouse systems are fully executable. You’ll see a significant reduction in the need for costly special processes to double check for compliance or for specialists tasked with handling order exceptions.

Outsource back-office distribution activities to Jagged Peak
If you wish, you can have Jagged Peak’s fulfillment and distribution operations fulfill your orders for you. Our specialists pick, pack, and ship orders professionally, ensuring each of your shipments delivers the message that you care about your customers.

We can also help with your special programs or projects by creating kits, managing letter shop or print production operations, or performing other services.