Client:

• Fixed income group with $400 billion in assets

    Challenge:

• Deliver EDGAR documents in real-time to covering industry analysts
• Maintain client’s custom industry taxonomy and company members
• Easily reassign, create, and modify industry lists as well as covering individuals in response to business and personnel changes

    Solution:

• WS implements and hosts private label web site that allows client to easily maintain custom industry lists and assign covering individuals
• WS automatically routes EDGAR documents to covering individuals and their assistants via email or remote printer at client site

    Benefits:

• Fully automating the routing process dramatically improves the speed and reliability of document delivery
• By easing the administrative burden, EDGAR documents are routed to the correct individuals