O’NEIL is an emerging leader in innovative data-driven technology to produce and deliver compliance-driven, marketing communications and other business critical documents for the financial services industry.

O’NEIL creates solid business applications for our client’s unique data driven needs by leveraging our core-competency in complex data-processing print and distribution.

Under the tutelage of one of the most respected financial business minds of our century, we have grown into a recognized leader in technology-driven, marketing communication services. Founded by William J. O’Neil, respected investor, visionary and owner of the Investor’s Business Daily, Investors.com, and other investment research publications, many financial companies rely on our expertise to make critical financial decisions every day. O’NEIL produces and delivers millions of time-sensitive, regulated business documents, in electronic and paper media, on a daily basis, since 1979.

Technology-based business solutions

Our business philosophy is to provide integrated marketing communication solutions utilizing the latest technology in electronic and paper-based systems to help our clients achieve their goals of cost reduction, speed to market, and market distinction.

O’NEIL invests millions of dollars each year in new technology to offer clients innovative ways of designing, creating, printing and distributing their business communications. Collaborating directly with HP, O’NEIL is the first company in the U.S. to own and operate the HP T300 Inkjet Web Press offering full color, high quality, high volume, and variable content documents at a price point comparable to traditional black imaging.

Business critical data-driven documents

Our service offering boasts a substantial list of business critical document types. No longer is black ink the only option for high volume, variable client communications. O’NEIL specializes in leveraging high quality color in a variety of data driven documents including:

• Compliance and Regulatory Disclosures
• Shareholder Reports and Prospectuses

We understand the Financial Industry dynamics of compliance and regulatory disclosures. In fact, our investments in technology have yielded significant saving opportunities for most regulated material including shareholder reports, statutory prospectuses, summary prospectuses and ongoing supplements.

Today, we can offer our financial clients high quality, full color print and mail options previously not available in the market.

New Ruling: Summary Prospectus

O’NEIL understands how the new summary prospectus rule may significantly change the way you communicate disclosure information to your investors. If you are already producing summary prospectuses, we can improve upon your saving goals and maximize the upside benefits of the communication. O’NEIL’s automated digital production workflow produces full color investor packages, in-line. Whether you produce letter size prospectuses or digest size prospectuses, we can help find the optimal combination to reach the most cost-effective distribution for your investor base.

Our production model allows us to combine previously separate mailed documents to save on print and postage costs. Summary or full statutory prospectuses and supplements can be printed daily, on demand and combined with other required documents such as trade confirms dynamically all in a single package.

Statements & Confirms

O’NEIL’s technology platform is designed to work hand in hand with our innovative production platform. By incorporating robust composition tools with high speed variable finishing and mailing workflows, O’NEIL offers the best of all worlds. We provide our clients with flexibility, scalability and an impeccable on-time record for even the most complex client needs.

O’NEIL helps keep you in compliance by producing time sensitive, documents, before the deadline and without error. We offer customized, color and personalized documents including:

• High Net Worth Statements
• Transaction Confirms
• Brokerage Statements
• Variable Annuity Statements
• Retail Banking Statements

Pre-Sale and Post-Sale Enrollment Kits

O’NEIL’s expertise in documents driven by highly complex business rules can significantly improve the process of attracting new clients and retaining existing ones. Our tools can differentiate your firm from others. Simply work with O’NEIL to speak to each account holder, new or existing, uniquely, with relevant and pertinent information.

New Account Opening Kits

O’NEIL’s state of the art, Kit Production Solutions drive action based behavior and improve readability by consolidating pertinent documentation into one booklet. Pre-printed materials are eliminated with the T300 production. Postage costs are reduced and multiple mailings are no longer necessary.

Business, Marketing and Proposal Kits are available including:

• High Net Worth Account Opening Kits
• Private Client Group Account Opening Kits
• Correspondent Clearing Account Opening Kits

Retirement

O’NEIL offers leading edge Marketing Campaign Management Solutions including projection statements, quarterly statements, reminders and announcements. Other statements and kits include:

• 401k, 403b, 457 Statements
• 401k, 403b, 457 Enrollment Kits
• Savings Protection Statements

Disclosure Services

These services include:

• Personalized, customized, and individualized Shareholder Reports
• Summary and Statutory Prospectus
• First Dollar In Fulfillment

O’NEIL has the capability to retrieve fund documents daily and to prepare files for all print formats including combinations. ePresentment and eConsent management is provided for clients looking to receive documents electronically.

Transpromotional Documents

With our winning combination of data processing, color capabilities and finishing options, O’NEIL is positioned to provide cost effective alternatives to the current traditional methods of cross-selling. O’NEIL helps you leverage your client data to prepare relevant and targeted messages to drive “action based” behavior and watch sales increase.

Fulfillment Services

O’NEIL’s expertise includes fulfillment solutions for:

• Brokerages
• Insurance
• Retail Banking

Request a Quote!