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Raymond James + TSG

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a perfectly planned partnership.

We may be more similar than you think. You are committed to extending personal customer service in all aspects of your business, making sure your clients and community feel the utmost level of care and compassion and we feel the same. With any partner, we work together to figure out what solutions work best for the clients and our communities.

Who is The Sourcing Group?

We offer meaningful relationships with our clients, to ensure we take into account everything they need in regards to promotional marketing, technology and logistics. We source incredible products, focus on quality, and provide support teams that care.

We understand value of and importance planning the future.

understand the a brand and the importance of planning for future.

Commercial Printing, Direct Mail, and Labels

Promo, Decorated Apparel and Signage/POP

BUSINESS MIX

Certifications & Security

We meet the requirements for MWESB, Tier 2. Through TSG Direct (our sister company), we are NWBOC® WBE Certified.

TSG Offers a secured ordering and our platform is SOC I, II, and III compliant, PCI Compliant, CCPA Compliant, GDPR Compliant, ADA Compliant, Prop 65 Compliant. All major certifications can be provided if needed.

APPAREL & UNIFORMS

TECHNOLOGY-BACKED, CUSTOM PROGRAM OPTIONS

Thousands of options, fits, colors and combinations to ensure your brand and employee stand out.

OUR SERVICES INCLUDE, BUT ARE NOT LIMITED TO:

Custom apparel

Name brands

Embroidery

Silk screening

Corporate Apparel

Event-Specific Shirts & Apparel

Our highest priorities are quality, price, and on-time delivery. To ensure we successfully achieve these goals, we weigh the costs and benefits of sourcing and decorating our apparel in whatever way makes the best sense for our customer. We have in-house decorating capabilities in our Orlando, FL office, easy and regionally located for Raymond James locations.

We add value and save our customers money by decorating our garments in house. Owning and operating our own screen print and embroidery production allows us to decrease lead times for our customers and offer more customization options.

PROMOTIONAL MERCHANDISE

YOUR BRAND IN THEIR HANDS

OUR SERVICES INCLUDE, BUT ARE NOT LIMITED TO:

Access to the best products in the industry

Your Raymond James Cares initiaitve is a great example of how your brand is creating positive ripples in the community. We can make sure your branded merchandise does the same!

Flexibility to create custom products with the latest trends

Competitive pricing on all products across all categories

Socially responsible products, safety tested

Unique in-house creative agency

The fashion and lifestyle world is multifaceted and to be successful, designers must have a thorough knowledge of the industry (both fashion and product design), know how to draw and design, how to cut and sew fabrics, how to use specific computer programs like CAD and Adobe software to develop designs digitally.

We utilize in-house as well as freelance designers because we want you to have access to as many designs as possible and to ensure we are keeping up to date with emerging fashion trends within your industry.

PRINT, PACKAGING & MARKETING COLLATERAL

OUR BREAD AND BUTTER - YOUR BRAND ON PAPER.

No matter the texture, substrate or surface, we can find a solution.

OUR SERVICES INCLUDE, BUT ARE NOT LIMITED TO:

Brochures

Post cards & sell sheets

Advertisements

Wide format

Direct Mail

Business Forms

Vinyls

Environmental Graphics

TSG offers the latest in on-demand print production equipment to optimize short/medium runs for commercial print, stationey, signage, door hangers, and marketing print materials.

Variable print templates setup via SourceKey are utilized to produce high quality on-demand customized print materials for quick nationwide fulfillment.

Common items include business cards, letterhead, envelopes, folders, catalogs, account notices, forms, labels and signage.

PRINT ON-DEMAND

AUTOMATION EFFICIENCY

OBJECTIVE

The client wanted to modernize its marketing collateral management by eliminating inefficiencies tied to traditional warehousing and distribution. Constant product updates made large volumes of pre-printed materials obsolete, while field sales representatives required personalized collateral featuring their own contact information. This was something the current system could not support. Additionally, manual processes for fulfilling inventory requests created unnecessary administrative burden, increased costs, and slowed responsiveness. TSG was tasked to implement a more agile, costeffective solution that would reduce waste, streamline operations, and better support its sales team.

STRATEGY & EXECUTION

TSG executed the solution by demonstrating a clear cost-savings model centered on a print-ondemand approach powered by SourceKey, eliminating the need for large, pre-printed inventory. Customizable templates were developed to enable end users to easily personalize their marketing collateral with their own contact information, review accurate on-screen proofs, and place orders through an intuitive online interface. Once submitted, orders were seamlessly routed directly into production significantly reducing administrative effort and turnaround time. Automated notifications ensured that end users received real-time tracking information upon shipment, improving visibility and user experience.

RESULTS

The partnership delivered measurable cost savings while improving the client’s cash flow by eliminating the need for large, upfront inventory investments. Transitioning to a print-on-demand model removed issues with obsolescence and excess waste, contributing to a more sustainable and environmentally responsible operation, while also creating a simpler, more satisfying experience for end users. In addition, the streamlined, automated ordering process significantly reduced administrative effort, resulting in greater efficiency and consistently positive user feedback.

DIRECT MAIL CAMPAIGNS

WE’VE GOT THE LOGISTICS COVERED.

At TSG we live and breathe strategic communication success for our clients. We mail millions of pieces per week in the categories of regulatory mailings, marketing mail, ongoing mailing campaigns and special event mailings.

With our roots in the data, mailing and fulfillment world, we understand the importance of paying attention to the details: testing, evaluating, refining—and above all, flawless execution. We offer you a comprehensive program of combined solutions to meet your business needs. The most strategic, impactful solution for your business will include a combination of tactics from our core service offerings.

Production and Fulfillment Network – TSG is highly experienced across all types of direct marketing communications and mailing formats. Our mailing services client base consists of utilities, large consumer brands, healthcare networks, insurance providers, retailers, and financial services companies.

Print Production - Our full color digital print capabilities feature the latest cut-sheet and continuous roll printers with both inkjet and toner print options. This equipment is designed to create a print-on-demand direct mail production structure that does not rely on preprinted shell inventory. Common mailing formats include postcards, letters, legal size documents, multiple page letters, booklets, catalogs, greeting cards and multi insert mailing formats.

Envelopes -TSG partners with the largest envelope manufacturers, converters and imprinters across the country to offer high quality and cost competitive envelopes that drive response.

Data Management and Services

- Your data is your most critical business resource, and any effective customer communication starts with accurate and targeted data. TSG specializes in data management/hygiene services and assists customers in producing output that yields the highest rate of deliverability in the industry.

Postage Optimization

- Postal rates are continuously increasing and by partnering with TSG you can take advantage of our postal automation solutions to ensure you are capitalizing on the best discounts possible. As an authorized USPS MSP for over 40 years, TSG’s full service marketing mail program includes postal optimization utilizing drop shipments, in-house commingling, detailed postage audits and frequent postage analysis reviews.

TECHNOLOGY & REPORTING

A CUSTOM SOLUTION MADE JUST FOR YOU

Our proprietary technology platform that can help you easily drive bottom line efficiencies and save your organization time, money and resources. We connect your employees to your marketing collateral, branded merchandise, labels or digital assets via your own customized web store. Through one portal, every authorized employee in your organization can shop, customize and order items according to the parameters you set.

EXCELLENCE IN USER EXPERIENCE

OBJECTIVE

BluePearl operates over 120 emergency and specialty veterinary hospitals throughout the United States. The firm is one of the largest private providers of approved veterinary residency and internship educational programs in the world. They came to The Sourcing Group with the challenge to develop, launch, and manage a fully integrated online platform for their associates to order their companysponsored uniforms as well as additional apparel and promo items. They needed to completely automate the user management process, including user creation, status changes, allowance management, and reporting. The overall solution needed to feature a wide selection of brands, styles, sizes, and colors while minimizing inventory exposure and it had to offer a combination of decorateon-demand and in-stock items and have robust inventory management to eliminate backorders.

STRATEGY & EXECUTION

Leveraging our enterprise-level technology, TSG crafted the BluePearl Online Uniform store, including:

• Integration with BluePearl’s Human Resources software to automatically manage user creation and each employee’s uniform allowance.

• Automated inventory feeds from our supplier partners to provide live inventory of decorate-on-demand items, thus eliminating backorders.

• Role-based product access, assuring each employee can only order the styles/colors/logos approved for their role/location.

• Instantaneous order transmission (via EDI) to supplier partners, expediting the pick-pack-ship process of goods to decorator.

• Direct order feed to production facilities to streamline decoration process and enable quick shipment of uniforms to each employee.

• Robust shopping cart functionality with one step check out - enabling employees to use their uniform allowance and purchase additional apparel and accessories using a credit card.

• Sophisticated reporting suite with ability to customize reports to specific client needs.

RESULTS

The development and implementation went off without a hitch. BluePearl was able to roll this solution out to their entire system at once, providing a unified and decisive switch in process that minimized confusion and eliminated errors. As BluePearl continues to grow year-over-year, TSG’s scalable platform is able to gracefully onboard new hospitals and clinics, continuing to provide exceptional user experience and unsurpassed order production and accuracy.

Whether you need help with community events

branded merchandise

print and signage

direct mail

company store (and more) or you are looking for a partner as eager to help the community as you, we are here to help.

a perfectly planned partnership.

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