If your goal is to reduce the cost associated with the printing and mailing of Compliance Reports, PPM provides independent analysis, consulting, representation and negotiation services. Positive bottom line impact is the result.
We do all the groundwork:
- Analyze print procurement (ordering history, type and volumes,
typesetting, cost, etc.)
- Review associated volumes, mailing fees, postage, and related
services
- Develop, and present to customer for verification/approval, an
application/cost matrix to document usage and annual average unit cost
- Identify and quantify all opportunities for expense reduction including
intelligent print and delivery. These services can create a compact compliance document for each of your investors that contains only information about the funds in their portfolio. Investors can also choose how they receive their data - electronically or by regular mail. Either way, you no longer produce or send the "big book" that continues to drive up print and postage costs.
- Develop, present, and obtain approval on strategy
- Utilizing past negotiation experience PPM will leverage pricing
proposals from previous engagements to develop recommended target fees for services currently provided by your current vendor
- PPM will develop recommended negotiation strategy
- PPM will present all opportunities for expense reduction and
recommendations on application pricing and negotiation strategy
- PPM will obtain approval from customer on overall strategy
- Implement mutually agreed upon strategy
- Utilizing mutually agreed upon strategy, PPM will implement
negotiation on revised service and fee contract proposal from customer's current print vendor
- PPM will implement additional strategic steps included in the
plan
- Present opportunities for savings through negotiated service and
price proposals from qualified, new vendors and negotiated price concessions from your current vendors
- Present expense reduction solutions and financial summary
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