Every 3 months one of our investment clients would launch a new Investment Fund. This involved printing all the preliminary material, brochures, case studies, client forms and sales presentations. This would all get collated into sales packs and the distributed world wide. Once the initial launch had been completed we would print and put together more targeted sales packs for potential clients that had shown an interest.
We would also send out monthly reports for all of the current funds. They had over 200 funds and over 1000 investors, some investors had invested in multiple funds. We worked with the client on software that would print each fund monthly report for every client no matter how many funds they had invested in. This was an automated process run from an excel spreadsheet supplied by our client.