Intelligent fulfilment solutions

Rowan Dartington

Latcham has been working closely with Bristol based Wealth Management company Rowan Dartington, since 2015, providing multi-variant portfolio documents to individual clients and advisors.

Financial Services
How we helped Rowan Dartington
  • Data processing
  • Digital printing
  • Personalisation
  • Secure print
Latcham Sector Pin Wheels Financial Services

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Business solution

Rowan Dartington had a very clear brief: they wanted to create dynamic, colourful and engaging benefit statement documents to replace the existing basic, in-house black and white documents that lacked illustrations.

They also wanted to find both a local partner so that the team could visit the production facility and undertake due diligence audits as well as work with specialists that offered a flexible approach, enabling them to upload without notice, documents together with data files and receive back automated proofs. The Latcham specialist client and data services teams continue to receive .xml files, composing fully personalised, colour portfolio valuations that are folded and stitched into a die-cut cover to produce an A4 booklet. The documents are then mailed to individual clients and sent in bulk to Rowan Dartington advisors.

Business benefits

A key benefit for Rowan Dartington is that they can manage and update their own assets (letter copy, market commentary) by accessing a specific SFTP folder with data being sent quarterly as well as on an ad hoc basis.

A secure, fully-automated process is in place which supports every stage of campaign production -  from receipt of data to delivery of proofs, with every valuation PDF being made available for approval before it is sent to print.

Matt Peel, Head of Technical Operations at Rowan Dartington commented: “We were looking for a company that would enable us to dramatically improve the way in which we produce and print critical portfolio communications and since 2015, the Latcham team has enabled us to achieve this.

Another important factor was data security and Latcham have invested heavily in security. We are confident that our data is being managed by data experts who create highly personalised, professional documents that support our desire to offer the best possible client service. We look forward to continuing to work with the Latcham team.”

Val Cox

We always thoroughly enjoy working with the team at Latcham. They are highly professional, trustworthy and their client care is excellent, far better than any other mail house I have worked with.

Alex McCue , The University of Edinburgh

Latcham has made working on a complex mailing, simple and enjoyable. Excellent client care and support...we’re very happy with the end results and would highly recommend them!

Sophia Nelson , University of Oxford

I am really impressed with their attention to detail, swift turnaround times and flexibility.

Louise Potter , Sedgemoor District Council

Latcham built a system that automates our requests for CPD records, sends reminders to those that haven’t submitted a record and collects records so that reviewers can see them all in one place.

Val Cox , STEP

Latcham’s purpose-built factory provided me with the confidence they can deliver my documents on time and to the correct specifications.

Louise Potter, Sedgemoor District Council

We have maintained a longstanding relationship with Latcham as they have proved consistently reliable in supporting our critical communications.

Neil Cahill, Cadent Gas

They are happy to answer questions at any stage, give expert advice and they always go above and beyond with their customers.

Alex McCue, The University of Edinburgh

We were looking for a company that would enable us to dramatically improve the way in which we produce and print critical portfolio communications and since 2015, the Latcham team has enabled us to achieve this.

Matt Peel, Rowan Dartington

Latcham have been amazing since day one. Great communication... and all technical issues and initial set up [of hybrid mail] were resolved very quickly (even getting a call back from Jack the tech guy on a Sunday afternoon!).

Sandor, May Lane Surgery

Latcham’s ability to mobilise quickly in response to tight deadlines is both impressive and reassuring.

Neil Cahill, Cadent Gas

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