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Client Letter Document Generation for the Financial Industry
Customers of financial services organizations increasingly demand one source for all of their banking and portfolio management - resulting in more complex and highly customized communications. To accommodate this need, financial organizations need technology to enable an enterprise-wide, customer-centric focus providing integrated customer information. Client Letter provides the financial services industry with highly sophisticated technology for creating dynamic/real-time documents.
From one-to-one correspondence including personalized account information to mass mailings introducing a new offering, Client Letter automates the production, assembly and output of customized financial business communications. For a single department or across the entire organization, Client Letter manages the production of many financial documents.
Client Letter provides solutions specifically designed to meet the evolving business needs of the financial sector. As an enterprise solution, Client Letter consolidates many disparate initiatives across an organization to establish a comprehensive platform for customer communications.
Speed to Market:
Increase personalized collateral fulfillment speed through instant delivery of documents.
High-Volume Batch Production
High-Volume documents are easily generated to include the functionality needed for mailing requirements such as sorting by postal codes, letter type, document size and postal weights.
Regulatory Compliance
Companies are able to adhere to regulatory compliance mandates by tracking approval workflow and managing content based on effective dates (version control) and business rules (conditional logic).
Simplify Storing and Archiving
With Client Letter, documents are immediately stored in online history or to an archive. Multiple history keys provide the ability to search by word, full text, phrase or business attributes such as group of business, recipient type etc. Documents and their corresponding components, such as carbon copies and trigger letters, are easily retrieved for inquiries.
Consolidated Correspondence Initiatives
Reduce cost of ownership by replacing disparate legacy applications with one, integrated solution that manages communications across an enterprise.
Detailed and Personalized Communications
Include customer information in all correspondence. Access corporate databases seamlessly with Client Letter’s application program interfaces (APIs). Graphics, logos and signatures are easily incorporated into documents based on conditional logic or manual insertion.
Multiple Channel Delivery
Create your documents once and distribute to as many channels as required including printers, mail, email, web, fax, imaging and archive. Client Letter also generates document correspondence including carbon copies, trigger letters and follow-up letters.
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