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Results
- Implemented Exstream Live/Empower Components to create interactive Templates to allow business users to edit the content using Live Editor.
- Enabled E-Signature for faster fulfillment and reduced costs in entire new customer enrollment cycle.
- Consolidated print files and reduced print operations, processing and mailing costs.
Business Situation
- Financial Services company is modernizing their core platforms and providing e-Signature and multi channel communication capabilities to its customers.
- Printing single consolidated print files at centralized print shop and reduced print operations, processing and mailing costs.
- Enable E-Signature for faster business fulfillment and reduce new customer enrollment cycle expenditure cost.
Challenge
- Configuration of Multi-channel delivery methods & distribution.
- Fulfillment of Live documents.
- 2000+ underwriting documents and letters that are on MS Word and old MS Word functionality without the modern correspondence features.
- Lack of centralized correspondence template management system - leading to inconsistent customer communication and unable to
generate target & personalized communications.
Solution
- Consolidated 2000+ Underwriting letters into 85 templates.
- Designed and implemented automated command line packaging utility with saving of time in packaging applications.
- Implemented Command Center & Exstream Delivery Manager modules help to generate multichannel distribution via E-mail, Fax,
Mail and Text messaging. - Conducted Governance Reviews with Business and IT together towards continuous improvement.