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Industries

Financial Services

EchoData's fulfillment services help investment and insurance companies, financial product companies, and other financial services industry stakeholders distribute content to customers. Our fulfillment services are a cost effective way for financial services organizations to meet key marketing objectives and build their business.

Harness EchoData's solutions to reduce marketing operations costs and improve the brand experience for your customers at every touch point of their campaigns:

  • Customized assembly of marketing kits and materials
  • High quality pick and pack fulfillment services
  • Customer care solutions including call center support
  • Value added services such as print management and media replication

Featured Client: RMA

The Risk Management Association (RMA) is a member-driven professional association whose sole purpose is to advance the use of sound risk principles in the financial services industry. As one of the world’s leading providers of reference information for financial professionals, RMA offers a comprehensive range of products and services.

Since 2003, EchoData has helped RMA warehouse and manage its extensive inventory of reference materials which comprise several hundred active SKUs, meet its customer response needs for same day order processing and shipping, and provide the technology and systems for electronic inventory management and reporting.

Read the Case Study >