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A disclosure document and a pitch book can't be handled the same way, but most print processes treat them like they can. Mimeo gives finance teams a secure, on-demand way to print exactly what each situation calls for, with the version control and confidentiality regulated work requires.
THE CHALLENGE
A policy change means reprinting disclosure documents against a compliance deadline that doesn't move.
Branches and advisors end up with different versions of the same material, because nothing routes through one system.
A rushed print job reaches a client looking like a rushed print job, at the exact moment the firm needed to look buttoned up.
Financial firms can't afford to send the wrong version to a client or a regulator.
Our Solution
Mimeo handles the two things finance print can’t compromise on: getting it right and keeping it confidential. Files transfer encrypted, every order logs to an audit trail, and access controls keep sensitive materials on the right desks. The right version reaches every office before the meeting, not after.
Use Cases
Finance teams rely on Mimeo to support client communications, regulatory requirements, and advisor enablement.
Branded pitch books, performance reports, and onboarding packs that read like the firm behind them.
Disclosure documents, compliance manuals, and audit materials printed to specification, all with detailed records.
Product sheets, rate cards, and training guides that reach every branch at the same time, not staggered over days.
Presentations, agendas, and leave-behinds for investor days and client events, ready before travel starts.
Case Studies
Fortune 1000 insurer reclaimed 2,000 hours annually by moving proposals to Mimeo
An internal printing process was consuming time the proposal team needed for actual business development. Moving that production to Mimeo freed up 2,000 hours a year and contributed to $510M in new capital outcomes. Take a look at how they made the switch.
Iron Mountain wins more bids with 30% more time on bid content using Mimeo
Iron Mountain's Proposal Services team was losing time to print production that could have gone toward the bids themselves. Offloading that work to Mimeo gave them 30% more time for bid content and led to more competitive wins. Read the full story.
TWO PLATFORMS
Manage financial print with audit trails, encrypted file handling, and access controls for regulated environments.
Upload Your Files
Works with the files your compliance, marketing, and client service teams already use. No reformatting, no IT involvement.
Build Your Document
Gloss-coated client brochures, spiral-bound investment reports, and tabbed proposal binders all matched to the engagement.
Proof in Real Time
Catch regulatory errors or outdated figures in a client deliverable or compliance document before it leaves the building.
Place Your Order
One rate change, one client meeting, one regulatory update. Order exactly what you need, nothing more.
Ship with Fast Turnaround
Client-ready materials delivered before the meeting. No waiting on a bulk run or internal redistribution.
Build Your Storefront
Set up a branded and controlled ordering hub for compliance materials, client deliverables, and internal documentation.
Set Access Controls
Restrict which teams or roles can order which documents, so sensitive materials never reach the wrong desk.
Branches & Advisors Self-Order
Offices order client materials and advisor resources directly, without routing every request through a central desk.
Track Every Order
A full audit trail by office, user, and document, ready for compliance review at any time.
Reorder with One Click
Approved templates stay on file. Repeat orders go straight to production without new uploads or approvals.
Fast production isn't the hard part of finance print. Keeping every document accurate, current, and in the right hands is.
Client documents move over SSL/HTTPS and stay encrypted in flight and at rest, not just while they sit on a server.
Order permissions are set by team and role, so a compliance filing and a marketing brochure never end up in the same unrestricted queue.
Every order logs with a timestamp and a user, ready to hand to internal compliance without anyone reconstructing it after the fact.
Print for financial services, from client deliverables to compliance documents.
FINANCE PROPOSALS
Financial services is a high-stakes, relationship-driven business. A polished, well-produced proposal communicates that you have invested in the relationship before the meeting has even started.
Common uses:
FINANCE PRESENTATIONS
A board book with a typo doesn't just look sloppy, it raises questions about what else might be wrong. Mimeo produces board books, investor packs, and committee presentations to the standard financial services demands.
FINANCE MANUALS
An examiner asking for your current AML procedures shouldn't be met with three versions and a guess at which one's current. Mimeo gives compliance, legal, and operations teams a reliable, auditable print process for the documentation that governs how the firm runs.
FINANCE MARKETING FOLDERS
Clients judge quality by everything they're handed, including the folder it comes in. Mimeo marketing folders are produced to a premium standard, giving your team a complete, branded package for every client meeting.
FINANCE BROCHURES
Before an investor commits capital, they want reassurance they've picked the right firm. Mimeo produces financial services brochures that convey expertise, stability, and professionalism at every client touchpoint.
Feedback from real finance professionals
Mia Conway is amazing. Any time we need anything she jumps on it and within minutes it is resolved. She never fails to help us with whatever we need. She is an asset to your team and we appreciate her very much!
It has been easy to use; easy to update materials; make adjustments to keep costs down (you can play with different types of layouts, bindings, paper weight, to see how it affects the cost). Whenever I have had questions, I have received great support via phone or email.
Camielle did a wonderful job, was extremely flexible when I ran into some issues, and was very clear and helpful in getting everything resolved for me.
Before Mimeo, my team wasted 5-10 hours per week managing print supplies. Switching to Mimeo saved us time, lowered prices, and increased revenue.
Before Mimeo, our team stood in front of the printers up to 30% of the time. Just because you can, doesn't necessarily mean you should. Mimeo gave them back time in their lives.
The deliveries were managed very well, including the exceptions. I appreciated the notifications that gave people a chance to adjust as needed. The pocket guides were packed well and exactly as specified. The quality of the finished product is excellent.
Whether you're printing regulatory filings or client deliverables, here's what financial services teams ask us about print.
All file transfers use SSL/HTTPS encryption. Access to specific document types is restricted by team or user role, so sensitive client materials only reach the people authorized to handle them.
Yes. Every order logs with a timestamp and user record, so compliance teams can review exactly what was printed, by whom, and when, without piecing it together after the fact.
Updating a document replaces the version available to order. Outdated disclosures or compliance materials can’t be reordered by mistake once a new version is in place.
Yes. Mimeo’s platform supports role-based access controls, so your wealth management, compliance, and client services teams each see only the documents relevant to their work.
Our network of print and fulfillment services keeps every disclosure current, every client deliverable on brand, and every order accounted for.
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