Pre-Production Processing
Pre-production is comprised of three stages: input data processing, page composition, and output file generation. Currently, the best practice is to automate these steps, with room for human intervention as needed (e.g., last minute removals or inserts). These components require the highest level of technical skill, solutions, and expertise.
Omni-Channel Delivery
Managing siloed delivery channels manually is an inefficient and costly business model. With the introduction of new software solutions, companies can now centralize, generate, and deploy content across any channel.
Content Management
Because customer communications are shaped by government regulations and internal best practices, content is always in flux. A top-tier CCM provider can be an invaluable resource in managing these changes; their document solutions support self-editing and content assessment measurements that help fix communication trouble-spots.
Information Sharing
The wealth management industry relies primarily on real-time status reports and alerts during production and post-production reporting to verify 100% fulfillment, honor Service Level Agreements, and itemize any expenses incurred. Your CCM partner should not only provide flawless execution but notify you every step of the way.
The unnecessary costs and setbacks of a suboptimized workflow can chain a business down. The right CCM partner streamlines content for minimal human intervention. Our production file output, for example, reduces cost across the entire pre-production workflow by rationalizing multi-sourced content into standardized content.
CCM documents are in constant flux from arising government regulations and internal changes; inefficiencies can easily add significant costs and potential noncompliance fines to your bottom line. Our document management platforms will simplify self-servicing those changes through programming shortcuts, superior version controls, and straightforward approval models.
Response metrics, especially “pay,” “renew,” or “register” responses, play a key role in transactional communication. Insert inclusive elements such as foreign language and ADA features to your transactional communications so that they can be as engaging and accessible to your customers as possible.
Failure to follow local and federal compliance regulations leaves a business open to fines, legal action, and large-scale customer defections. A top-tier provider will have testing protocols, real-time alerts, and reporting in place that help you monitor requirements and reduce risk.
We don’t just sell service software and products — we’re in the trade of building relationships. Unlike some of our competitors, we assign client services personnel free of charge. They are experts in their fields who are dedicated to specific clients, immersing themselves in the very workflow they strive to service and championing the goals and culture of their client’s business first and foremost in their decision-making.
