Client Collaboration: Toppan Merrill & Variable Investment Advisors

At Cloud113 , we embrace the philosophy that 1 + 1 can equal 3, surpassing expectations through collaboration. We want to share a story of the transformative power of working together, while also highlighting two of our esteemed clients.

Client with a challenge

Variable Investment Advisors (VIA) is a broker-dealer firm renowned for offering customized and competitive investment products to their valued clients. However, as part of SEC regulations, VIA was faced with the task of mailing disclosure statements multiple times a year, which consumed a significant amount of time and resources.

Client with a solution?

Toppan Merrill is a global leader committed to simplifying the complexity of regulatory disclosure and regulated communications.

Through consultative technology, expert knowledge, and service excellence, Toppan Merrill is continuously improving the process of creating compliant communications for capital markets transactions, regulatory disclosure filings, shareholder and member communications, and sustainability reporting.?

Outcome

Embracing the philosophy of 1 + 1 = 3, Cloud113 facilitated an introduction between these two exceptional clients. Toppan Merrill proactively engaged with VIA to fully understand their existing processes. Leveraging their expertise, Toppan Merrill stepped in to assist VIA by creating, printing, and mailing out all the SEC-regulated disclosures to VIA's clients.

Empowering success through collaboration

By facilitating this partnership, we are confident that both VIA and Toppan Merrill will achieve remarkable outcomes that surpass their individual capabilities.

As a Salesforce partner, we take pride in our client-centric approach, consistently exceeding expectations in business relationships. It’s our goal to go the extra mile by providing exceptional Salesforce support, networking opportunities, and personalized services. We treat our clients like family.

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