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Morgan Stanley Flipbook PDF
Morgan Stanley - Intro to Williams Lea Tag
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Williams Lea Tag An overview
Williams Lea Tag at Morgan Stanley today CREATIVE DESIGN AND PRODUCTION Full studio creative consultancy, on-site, providing global brand governance and consistency
Track record Strong global of service relationship delivery excellence for almost MARKETING & three COMMUNICATION decades SERVICES
IN HOUSE PRINT Quality, efficiently produced, highly compliant in house facility, meaning bankers can be confident they will have the right materials at the right time
EXTERNAL PRINT BUYING Leverages WLT’s €500m+ global print spend to deliver quality output and cost savings
Experience of working with 23 of the top 25 investment banks
PRINT FLEET MANAGEMENT The best procurement and thought leadership, delivering the right quality and security for the Bank
A PROVEN LONG TERM PARTNER DELIVERING QUALITY SERVICE AND MULTIPLE BENEFITS TODAY ACROSS THE GLOBE
Williams Lea Tag Overview
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Our Williams Lea Tag business
A GLOBAL LEADER IN MARKETING AND COMMUNICATIONS SERVICES
HIGHLY EXPERIENCED COLLABORATIVE CLIENT TEAMS
RE-ENGINEERED PROCESS
$1.5BN
LEADING TECHNOLOGIES
10,000+ EMPLOYEES
A LARGE, STABLE, GLOBAL OUTSOURCING PARTNER
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Our regional footprint EMEA
24/7/365
€500M TURNOVER 5,000 EMPLOYEES
DELIVERYCENTERS
1,000+ SUPPLIERS
195
CITIES
AMERICAS
50
London
€445M TURNOVER 3,900 EMPLOYEES
REGIONALOFFICES
400+ SUPPLIERS
New York
APAC
Shanghai
Dubai Chennai
€255M TURNOVER 2,100 EMPLOYEES 150+ SUPPLIERS
Singapore São Paolo
REGIONAL HUBS NEW YORK DUBAI SÃO PAULO SINGAPORE LONDON SHANGHAI
INFRASTRUCTURE IN PLACE TO SUPPORT MORGAN STANLEY IN EVERY MAJOR LOCATION
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Williams Lea Tag service lines Marketing and Communications Services Creative Production
Sourcing
Customer Comms and Publishing
Document Workflow
Creative
Print Management
Customer Comms Management
Office Document Services
Content Creation and Production
Visual Merchandising and Packaging
Publishing
Records Management
Fulfilment
Catalogue and Automation
Data Management
Document Creation and Processing
Back Office and Administrative Services
Strategic Sourcing Life Sciences
Retail
Consumer
Financial Srvs / IB
Automotive
Energy & Chemical
Public Sector
Legal & Professional
A BROAD RANGE OF SERVICES CAN BE PROVIDED IN ADDITION TO THOSE SUCCESSFULLY DELIVERED TODAY
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Service capability and potential global services Our service lines to the Investment Banking market INVESTMENT BANKING SECTOR OFFICE DOCUMENT SOLUTIONS
SUPPORT/BACK OFFICE SERVICE
BUSINESS INTELLIGENCE
PROCUREMENT
Inbound
Document Production Services
Business Information Services
Online Information Resources
Record Management
Creative & Graphic Design
Data Analytics
Technology (Hardware & Software)
Reprographics
LPO
E-discovery
Office & Business Stationery
Outbound
E-working & matter set up
AI & Robotics
Transaction Procurement Spend
ONSITE SERVICES
CONSULTANCY
OFFSITE SERVICES SHARED SERVICES
TECHNOLOGY
BEST PRACTICE
CHANGE MANAGEMENT
PARTNERSHIP APPROACH
These are modular services and can be adopted to meet the requirements of the Bank in any location
A BROAD RANGE OF SERVICES CAN BE PROVIDED IN ADDITION TO THOSE SUCCESSFULLY DELIVERED TODAY
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Our Services WE HELP WITH
HOW WE HELP
• Records Management • Mailroom Services • Business Process Management (BPM) • Office Document Solutions • Presentations & DTP • Back Office Services • Business Intelligence, research & analytics • Employee communications • Translations • Creative design • Digital and video production • Transactional print • Procurement services • Marketing print management
• Consultancy • Transformation • Research & analytics • Onsite services • Shared Services • Technology • Partnerships • Best practice • Nearshore/Offshore
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Williams Lea Tag – Financial Services Credentials • Market-leading BPO provider servicing over 70 financial services firms globally, including 23 of the top 25 Investment banks • Delivering bespoke solutions to Investment Banks for +20 years • Excellent client retention rate, average contract tenure is+12 years • Proven service excellence and efficiency • In excess of 3,200 staff support our banking clients across more than 40 countries • Recognised in the Leaders Category by IAOP three years’ running
A PROVEN, LONG TERM PARTNER SPECIALISING IN OPERATING IN THE HIGHLY REGULATED ENVIRONMENT OF BANKING
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How we help Investment Banking clients Reduce operational and reputational risk
Increase operating efficiencies
• Consolidate and centralize back and middle office functions
• Centralise and digitise mailrooms • Provide onsite/offsite 24/7 reprographics support
• Automate and digitize processes for records and information management
• Streamline creative services support
• Sourcing and augmenting data insight
Drive profitable, sustainable growth • Improve service quality and delivery of pitch documents • Gain expertise in support processes • Access new technologies and innovative services
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Investment Banking client priorities In the age of the paper light office, virtual working and the rise of automation, we help organisations create connected & efficient strategies to manage and transform information flows for competitive advantage
MORE EFFICIENT PROCESSES & ACCESS TO INFORMATION VIA AUTOMATION
REDUCE REPUTATIONAL RISK, MANAGE SECURITY & COMPLIANCE
REDUCE COSTS AND OPTIMISE THE USE OF OFFICE SPACE
TAKE EMPLOYEES ON THE WORKPLACE TRANSFORMATION JOURNEY
ACCESS AND USE INFORMATION TO ENABLE GREATER PRODUCTIVITY AND EFFICIENCY
OUR CLIENTS’ CHALLENGES DRIVE OUR PROPOSITIONS
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ENHANCE CUSTOMER EXPERIENCE TO BEST IN CLASS
How we deliver: Blended service delivery model provides right-site solutions ON-SITE MODEL
OFF-SITE MODEL
ONSHORE MODEL
OFFSHORE MODEL
• Dedicated operations and management staff at client locations
• Production work conducted outside of high cost real estate locations
• Centralized support services
• Chennai, India • Cochin, India
• Comprehensive cultural and customer service training to ensure consistent quality
• Disaster recovery and overflow management
• Ensuring smooth transition of people, process and technology
• Onboarding of in-house employees
• Established infrastructure, stringent SLAs, world-class talent pool
A ‘RIGHTSHORE’ APPROACH TO SUIT INDIVIDUAL CLIENT NEEDS
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How we partner • Understand your business objectives • Improvement / benefit assessment rather than opportunity? (feels a bit like opportunity for us) – mapping current to future state • Roadmap for change – how we work together to deliver • Implementation • Communication and cultural adoption • Client relationship management
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Working together to deliver value We work strategically with our clients SPEED
EFFECTIVENESS
Deliver efficiency - from concept to delivery
Reduce duplication, enabling re-use and driving savings
EXPERTISE
TECHNOLOGY
Invest in the best people, technology and processes
Provide innovative solutions to deliver control and speed-to-market
AGILITY
INSIGHT
Adapt quickly and efficiently to deliver brand messages globally
Understand our clients and their challenges across marketing and communications supply chain
PERFORMANCE Transform business processes and help brands realize their potential
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Why Choose Williams Lea Tag OUR PEOPLE OUR END-TO-END CAPABILITIES
OUR GLOBAL EXECUTION CAPABILITIES
OUR FINANCIAL STRENGTH
OUR SECTOR EXPERTISE OUR COMMITMENT TO OPERATIONAL EXCELLENCE
ALL ESSENTIAL COMPONENTS FOR OUTSOURCING CONSULTANCY AND EXECUTION
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Confidentiality statement and disclaimer CONFIDENTIALITY STATEMENT
DISCLAIMER
The contents of this document together with all other information, data, materials, specifications or other related documents provided by Williams Lea Inc. and its affiliates (collectively, “WL”) (together “materials”) shall be treated at all times by the recipient as the confidential and proprietary information of WL. The recipient shall not use or disclose any such materials to any third parties without the express, prior written approval of WL. Where such express approval is granted by WL, the recipient shall ensure that all third parties to whom disclosure is made shall keep any such materials confidential and shall not disclose them or any part of them to any other person. All intellectual property rights in the materials shall remain the property of WL, or its third party licensors, and are protected by copyright. ©2017 Williams Lea Tag
This document may be incomplete without reference to any oral briefing provided by WL, reflects current conditions and WL’s views as of this date and is subject to correction or change at any time. Although the information contained in this document is believed to be accurate in all material respects, neither WL nor any of WL’s advisers, agents, officers or employees accepts responsibility or liability for or makes any promise, representation, statement or expression of opinion or warranty, express or implied, with respect to the accuracy or completeness of the content of this document (to the extent permissible by law) unless and save to the extent that such promise, representation, statement or expression of opinion or warranty is later expressly incorporated into a legally binding contract.
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