Metfriendly – Annual Client Statement and Marketing Communication
Metfriendly provide flexible, tailored financial solutions designed for the whole police family. As a mutual society formed in 1948, Metfriendly are a socially responsible organisation with core values of prudence, fairness and trust.
“Metfriendly exists to service the savings and life insurance needs of the police service with fair value products. Through its reputation and performance Metfriendly aims to be the provider of choice in the London area.”
Metfriendly approached Romax in December 2015 seeking advice and assistance with their annual benefit statement communication due to land with their members in February 2016.
Given the complexity of the process, Metfriendly had previously managed the entire process of print and fulfilment in-house, using office-based equipment, internal print and post facilities. Understandably, they were looking for a more streamlined and efficient method to manage this process from a secure and trustworthy supplier that would meet the needs of their data security being regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Following detailed discussions and access to test data files, Romax were tasked with providing a solution to a benefit statement print and mailing run that ranged from a variable 4-page statement to a variable 13-page statement across multiple saving plans and multiple named individuals at one main client address.
Additionally, Metfriendly, wished to market further services to appropriate sections of their client base as part of the mailing, thus requiring selective pack inserts to be enclosed based on client data type.
What Romax Provided:
Using Romax’s extensive knowledge of data-driven personalised print, mailing fulfilment and postage discounts, our developers wrote a data script based on the data test files to run a fully variable statement print run. In conjunction with our sophisticated software and state of the art print and enclosing equipment, we added pack specific barcodes, to match statement sheets and allow selective pack contents as they were enclosed on our inserting machines.
Furthermore, we accessed the lowest cost postage route – Mailmark – which tracks the mail from Romax to delivery confirmation using 2D barcode technology and assists Royal Mail in the final mail delivery, so achieving the maximum postage saving available for the service.
The client was extremely pleased with the result.
“Just wanted to add my thanks. All seems to have gone well, so a good first project together.”
Ben Grainger – Sales & Marketing Director
“With hindsight it seems rather silly that we persevered for so many years folding, stuffing and posting these statements ourselves!”
David Hurcomb, IT Manager