Moving Into Transpromo

n Separate graphics (some can be data-driven tables or charts) and text files to merge into the template.

n One or more customer data files from IT that determine what goes into each customer’s copy.

At The Principal, the focus is on educating customers and helping them make smart investment choices. Data from several customer databases in IT is used to present every client with the right mix of facts, figures and recommendations, created by the communications department. For example, if a customer is currently investing 4 percent into his 401(k) but his employer will match up to 6 percent, his 401(k) statement will include the suggestion to move up to 6 percent contributions to maximize returns.