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Dynamic, Real-Time Customer Correspondence
Client Letter makes it easy for users to find and create the correct correspondence in real-time while the customer interaction is taking place. Within a matter of seconds, users can easily select the right document from hundreds of pre-approved templates, build a document from stored paragraphs, or create a document from scratch.
Based on permissions, users can modify content, add attachments, trigger additional workflow as well as change the delivery method. However, with Client Letter’s security capabilities, organizations can also remain confident that users are only able to modify certain content as defined by the templates or their permissions. This provides the user with the highest level of personalization capabilities while ensuring corporate integrity and regulatory requirements.
Client Letter’s security capabilities provide complete control over the appearance and content of each communication. Based on established business rules, Client Letter can check the accuracy of information entered by the user as well as route the document to quality control for real-time review and approval.
Benefits of Dynamic, Real-Time Solutions:
- Easy Document Generation
- Increase Customer Response Times
- Dynamic User Prompts to Guide Document Creation
- Control Format and Accuracy of User Entered Data
- Simplify Document Compliance
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