Personal Interactions, Not Transactions

Financial Services organizations face a tough set of challenges – from driving customer loyalty to supporting regulatory requirements, especially as it relates to customer communications.

Both customers and regulators are more demanding in terms of what they expect to see, and your ability to deliver is hampered by time, costs and available resources.

Messagepoint let’s your business users deliver highly targeted and personalized content to customer touchpoints, without placing additional burden on IT, or adding complexity to their work day.

With Messagepoint

• Treat customers as individuals through highly personalized and tailored communications – from monthly statements to welcome kits.
• Target new or related product offerings more effectively based on your individual customers profile and needs.
• Eliminate the manual bottlenecks that hinder fast turnaround on ad hoc or regulatory communications like correspondence, polices and claims-related info.
• Ensure compliance with brand, content and legal guidelines with an audited and automated approval workflow.

Common Touchpoints

• Monthly Statements
• Welcome Packs
• Portfolio Statements
• Correspondence