Deliver a Modern Customer Experience

“These campaigns always have the most successful click through and open rates. One-click promotions are nice because we can see immediate results: they are saving us money right off the bat.”— Palmetto Citizens

Frequent, Timely, and Connected

In today’s digital world, consumers expect the delivery of their regulated documents to be wrapped in a broader customer experience, with engagement that is frequent, timely, and connected.

Engagement can remind the consumer about upcoming activity, notify them when it’s completed, and trigger follow-on communications. New formats and channels support greater personalization and interactivity, delivering an experience that is targeted, relevant and connected – for greater satisfaction, revenue generation, and reduced support calls.

Customer connected to digital channel
Customer connected to digital channel

Frequent, Timely, and Connected

In today’s digital world, consumers expect the delivery of their regulated documents to be wrapped in a broader customer experience, with engagement that is frequent, timely, and connected.

Engagement can remind the consumer about upcoming activity, notify them when it’s completed, and trigger follow-on communications. New formats and channels support greater personalization and interactivity, delivering an experience that is targeted, relevant and connected – for greater satisfaction, revenue generation, and reduced support calls.

2 ways instant messaging

Instant, 2-Way Account Messages

Instantly message customers by email or SMS/text regarding account alerts (e.g., transaction completed) or to deliver account-level information. Enable customers to respond for instant 2-way engagement.

“In Portal” Customer Service Messaging

Increase customer satisfaction and reduce call center volumes with “in portal” messaging. Rapidly respond to enquiries customers send through the customer portal or in response to a 2-way digital business message.

customer service message portal
customer service message portal

“In Portal” Customer Service Messaging

Increase customer satisfaction and reduce call center volumes with “in portal” messaging. Rapidly respond to enquiries customers send through the customer portal or in response to a 2-way digital business message.

Accessing Interactive video

Personalized, Interactive Video

Interactive video provides the ‘personal touch’ needed to drive engagement, conversions, and revenue. The data-driven video follows a pre-set workflow to inject customer data, respond to customer choices, perform calculations, and deliver personalized outcomes.

Interactive Documents

When a customer portal is not ideal (e.g. for one-off or infrequent engagement), you can deliver the same personalized and interactive experience by email – direct to your customers inbox.

The secure, interactive experience enclosed in the email attachment accelerates paperless adoption, reduces time-to-pay, and delivers the ultimate modern CX.

Interactive digital document
Interactive digital document

Interactive Documents

When a customer portal is not ideal (e.g. for one-off or infrequent engagement), you can deliver the same personalized and interactive experience by email – direct to your customers inbox.

The secure, interactive experience enclosed in the email attachment accelerates paperless adoption, reduces time-to-pay, and delivers the ultimate modern CX.

customer accessing email through digital device

Orchestrated Email Marketing Campaigns

Grow your sales and Customer Lifetime Value (CLV) with personalized, orchestrated email marketing campaigns to segmented lists. Deploy automated, multi-step, trigger-based campaigns that respond to customer actions.

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