A successful communications strategy starts with a secure foundation.
Businesses in highly regulated industries can’t run without communicating with their customers. And effective customer communications management can’t exist without proper security measures, like secure document delivery.
Whether sending a welcome package or critical service updates, following secure document delivery protocols helps businesses avoid risk by protecting sensitive customer information at every interaction.
Security and Communications Are Not Mutually Exclusive
As organizations increasingly recognize the importance of developing an omnichannel strategy, it becomes crucial for CCM providers to maintain secure document delivery practices.
Protecting customer data is critical to the way CCM providers do business with clients. And because clients must effectively execute omnichannel communications in a secure and compliant environment, CCM providers must remain committed to staying ahead of the curve when it comes to advancements in cybersecurity.
How Do Omnichannel Communications Impact Secure Document Delivery?
An omnichannel approach is a powerful strategy that enhances the experience between businesses and their customers. It facilitates tailored experiences according to customer preferences, such as accessing a statement by text or email. By designing these experiences around the customer, you create interactions that feel personal and consistent.
But with personalization comes a growing need for enhanced data protection.
Delivering client experiences in a secure environment reinforces trust in your brand while ensuring your communications efforts comply with regulations.
And that’s where secure document delivery comes in.
What are Secure Document Delivery Practices?
Secure document delivery is a method in which customers can securely access sensitive, government-regulated documents digitally. It maintains the following protocols:
End-to-End Encryption: prevents third parties from accessing your messages by encrypting the data between you and your recipients.
User Authentication: validates a user’s identity using current safety measures before granting access to data.
Secure Delivery Platforms: facilitates the safe delivery and storage of sensitive information using encryption, authentication, and other security measures, which is essential in regulated industries.
Access Tracking and Auditing: provides a historical record of login and activity within a digital portal or delivery platform, giving organizations enhanced oversight into managing data security.
These are just some of the best practices a reliable CCM provider follows in the transport and storage of digital documentation.
How Secure Document Delivery and Omnichannel Communications Work Together
Customers have grown accustomed to accessing information through the channel of their choice, and that includes phones. But as more communication channels become available, it can feel overwhelming or cumbersome for customers to manage additional login credentials and access portals.
Customers want security and convenience. And here’s where a CCM provider can help.
Solutions like Doxim’s Secure Document Delivery (SDD), for example, allow customers to easily access critical, one-off, or infrequent information via text or email using a secure one-time password (OTP).
A secure interface combined with the innate security features of a device, email, or SMS provider enables customers to benefit from an enhanced approach to data collection. In addition, Doxim’s SDD uses the secure OTP to verify the recipient and release access to the document.
This solution works best for:
- Municipal communications – parking tickets, construction applications, doc licenses
- Insurance policy communications – ANOC errata, home policy changes, renewals
- Utilities – bills, letters, payment reminders, disconnect notices
- Consumer finance – bills, statements, notices, renewals, refinancing or collections
- Collections communications – letters, model validation notice, tax time settlement offers
- Claims communications from insurers – EOB, MSN, letters
- Wealth communications – account opening, statements, confirms, fund reports, letters, tax
- Financial services – letters, other communications requiring eSignature
Doxim’s secure interface combined with the innate security features of a client’s device such as passcode or biometric authentication, enables customers to benefit from a layered approach to data collection.
Trust is Paramount in Customer Communications
Secure document delivery helps organizations avoid risk by creating compliant, consistent, and trustworthy omnichannel communications.
And as a CCM provider, we’re committed to empowering organizations in highly regulated industries to build stronger, more secure connections with their customers. We’re not complacent when it comes to security. It’s the foundation on which our relationships are built, and why our clients feel confident about our offerings.
Our ongoing investments in technology, like our Secure Document Delivery (SDD) solution, ensure we’re continuously ahead of the curve, enabling highly personalized, omnichannel interactions that uphold security and regulatory compliance and cater to your customers’ unique needs.
