SolvEdge

Finance Industry


Differentiate the Customer Experience in a Complex Industry

Finance - Gain Speed to Market with Compliant Financial Services Communications.

Improving the customer experience is a high priority for banks, investment firms, credit unions, lending providers and other types of financial services organizations. Our solutions help improve the quality of customer correspondence, letters, notices, loan agreements, policies, or statements, so your customers receive high-quality, personalized and timely communications.

Consistent, compliant, accurate and personalized customer communications help your clients trust you and your company. Customers today expect timely and relevant information from you, and they expect to be able to communicate with you through the channels they choose. With our solution, you can easily track and audit your customer communications across multiple channels.

Key Usage Scenarios

Welcome Kits

Personalized welcome kits include a welcome note, instruction manual, debit/credit card, rules and regulations and marketing brochures.

Consolidated Statements

Single unified statements in place of multiple statements for varied services from the same service provider.

Customer Services

Improving customer service through timely communication in their preferred language and channel of choice.



Benefits

Enhanced Customer Experience
Regulatory Compliance
Empowered Business Users with Low Dependency on IT
Better Cost Efficiency, Reduction in Paper Handling and Storage Costs
Better Transparency and Monitoring Activities Drilled Down to Individual User Level