Lincoln Trust Selects Top Down Systems for
Customer Correspondence Automation
Largest independent provider of trust and custodial services in the US is the latest
to implement Client Letter, a document automation solution
Rockville, MD, January 12, 2010—Lincoln Trust Company selected Client Letter from Top Down System, a leading provider of document automation software to the financial, insurance and utility markets, as their document automation solution. Client Letter will streamline the customer correspondence processes, enabling Lincoln Trust to completely automate customer correspondence as well as effectively communicate with their clients in the preferred delivery method, i.e. print, email, fax.
 With statistics showing that approximately 95% of all customer interactions are accomplished through documents, it is no surprise that Lincoln Trust wanted to empower its entire enterprise by automating its customer correspondence. Client Letter will bring such benefits as automated workflow, reduced operational costs, streamlined and automated letters via business logic, reduced IT involvement and accessible customer document history.
Business users tasked with the implementation of Client Letter state its greatest benefits are:
- history stored by “document set” allowing end users to access the original document plus any accompanying documents that were generated.
- centralized control over layout and graphical elements (i.e. logos, letterhead, signatures).
- ability to “lock down” text so it can’t be modified by end user.
- centralized storage of all templates, graphic elements, letter copy, etc.
The Lincoln Trust implementation team also cites the Top Down service team for providing superior customer service. They stated they are extremely impressed with the service team’s willingness to help Lincoln Trust solve issues – even those not related to Client Letter.
“Lincoln Trust is focused on providing exceptional service to every client and, through the use of Client Letter, we are empowering their organization to be able to respond immediately to each and every request. Lincoln Trust has a clear vision and we are proud they chose Client Letter as their document automation solution,” said Dennis Birke, President, Client Letter.
Lincoln Trust is currently working on enabling client access to a secure portal which will allow clients the ability to access their confidential correspondence in Client Letter from the Lincoln Trust web site.
About Top Down Systems
Top Down Systems specializes in delivering customer correspondence and document automation to the financial, insurance, merchandising and utility markets. With clients producing over one million transactions a day, Top Down Systems document automation solution, Client Letter, enables companies to drive increased efficiency and improved workflows for all of their customer correspondence needs. Founded in 1979, Top Down Systems has been meeting enterprise customer correspondence needs for 30 years by delivering solutions that provide the scalability and flexibility organizations need in order to be competitive in today’s market. Top Down Systems is headquartered in Rockville, Maryland. For more information, visit www.topdownsystems.com.
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