Anonymous case study
Company
A leading U.S.-based retirement solutions provider that specializes in innovative annuity and mutual fund products.
The challenge: document production was holding them back
Every quarter, the firm faced the same uphill battle. Known for offering a wide portfolio of mutual funds, annuities, and employer-sponsored retirement plans, they served both individuals and institutions. But producing the documents that supported these services—portfolio summaries, product fact sheets, enrollment forms—was a slow, manual, and resource-heavy process.
Compliance required that every document include current fund data, accurate disclosures, and polished formatting. Their internal teams juggled InDesign templates, spreadsheets, and approval loops just to produce a few hundred documents on time. It was error-prone and unsustainable.
They needed a new approach—one that could keep pace with both their volume and their standards.
The solution: automated document creation with silent flows
By integrating Create into their workflow, the team completely transformed how they produce investment documents. Now, they use silent flows to automate everything behind the scenes.
Brand guidelines and compliance rules are automatically applied, so every form meets the firm’s standards. Clients receive ready-to-use PDFs with all the correct documents in one seamless process—without the need for manual review or “copy-paste” assembly.
When a client completes a guided onboarding or investment planning journey—entering details like risk preferences and goals—a silent flow is triggered. Without any manual effort, Create pulls relevant fund data from platforms such as Morningstar, applies them to the appropriate templates, adds the correct disclosures, and generates a polished, compliant PDF.
Documents are created in seconds, and published directly to the company’s website or delivered to clients—no delays, no bottlenecks. Here’s what Create does for each document type:
Target portfolios
These documents help clients understand their retirement investment options, tailored by product type and risk profile. Create automatically pulls the latest fund data from Morningstar every quarter and based on the client’s selected risk level, the system generates a custom report with matching asset allocation models. The documents automatically group funds by categories and display the data in branded charts and tables. Disclosures are also dynamically inserted based on the specific product type.
Fact sheets
Fact sheets offer clients a concise overview of each investment product. Create handles all the complexity of dynamically inserting product-specific data, such as current fees, withdrawal charges, commissions, and death benefit terms. It distinguishes between mutual fund and annuity-based products and automatically categorizes each fund using Morningstar classifications like international, bond, or target date.
Charts and tables
Data visualizations are generated based on real-time data, and disclosures are added based on the rules tied to each investment. The result is a polished, professional document that’s accurate and fully compliant—ready to be shared immediately.
Applications and enrollment forms
Application packets are built based on client responses during onboarding. If a customer selects specific investment products, Create dynamically assembles only the forms and sections relevant to those choices. Whether they’re enrolling in mutual funds or annuities, the content adjusts accordingly.
The impact: Faster and more compliant client communication
The company now produces hundreds of investment and enrollment documents every quarter without needing to manually update content or design layouts. Create ensures every document is consistent, compliant, and on-brand. Internal teams have reclaimed hours of time, and clients receive information more quickly and accurately than ever before.
How silent flows power the process
Create’s silent flows allow the firm to generate documents automatically in the background. When a customer completes a planning journey or when new quarterly data is available, documents are assembled and delivered instantly—without requiring any manual intervention.
Silent flows eliminate production bottlenecks and ensure every document is ready the moment it’s needed.
Silent document generation pulls data from your connected systems and uses predefined templates to identify where and how to place the data within the document structure.
Data transformations within Create ensure that data is formatted correctly to meet the required output. The result is that the data you input is not just transferred onto a document, but also processed to align with your document’s layout and design requirements.
The system automatically generates the document with no additional user input, producing a standardized document efficiently and error-free. You can now download the complete document.
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Create is a document generation platform that makes the creation of client or customer specific documents easy and efficient.
