Financial Services Communication Solution

Financial Service Solutions

Delivering high quality, personalized and timely communications such as statements, policies, contracts, or any other customer correspondence is critical to the success of today’s financial service industry. Improving the customer experience is a high priority for banks, investment firms, and lending providers. Attracting and retaining new customers is expensive. Marketing data indicates that it costs five times as much to get a new customer as retain a current one. Personalized, accurate, and timely communications will increase customer satisfaction and loyalty.

How can we help?

Napersoft’s document automation software, Napersoft CCM for financial services, simplifies and automates the creation, composition and distribution of financial documents. Everyday administrative tasks such as creating and distributing statements, opening a new account, creating contracts, or generating customer service correspondence can be completed within minutes, not days, improving the customer experience and empowering your employees.

Since financial service companies are highly controlled and monitored, all customer correspondence must be highly detailed and meet all compliance and legal regulations. Napersoft CCM software for financial services ensures legal and regulatory compliance so that you can focus on time spent advising customers and less on administrative and regulatory issues.

The Napersoft solution is open-standards and web-based to integrate seamlessly with your existing business systems. And since template creation and business rules are created and maintained by business users through an easy-to-use interface, the reliance upon IT resources is reduced.

Whether attracting new customers or retaining and cross-selling to existing customers, Napersoft CCM for financial services will eliminate the complexity from your document generation process and enable you to:

Speed up response times, improve accuracy and reduce document processing costs
Create and deliver personalized customer communications in their preferred format including print, email or the Web
Empower employees such as branch staff, customer services or call center personnel to create document templates and business rules without relying upon IT
Maintain compliance with regional, state, or federal regulations
Access client data from line-of-business applications to automate the document generation without additional manual data entry
Simplify the document generation processes, speeding up response times and improving accuracy by eliminating error-prone manual processes
Reduce document processing, postage and mailing costs for increased profitability
Ensure standardisation and content control through the use of pre-approved templates
Ensure brand compliance and consistency by storing and reusing commonly used objects like charts, tables, images, graphics, and business rules across all enterprise business applications