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Case Study

Investment firm increases the accuracy and personalization of customer communications

Investment firm increases the accuracy and personalization of customer communications

Investment firm increases the accuracy and personalization of customer communications

Precisely
Pages 2 Pages

Overview With continued growth, investment management firm Challenger Limited has seen the volume of customer communications increase. Because communications are based on pre-defined document templates and reports, increased volumes make offering accurate, personalised communications complex and time-consuming. Working with a selection of boutique funds complicates the process further, requiring multi- branded documents using varying partner logos. The company needed to overhaul its current system and processes to handle the increased volume in a more efficient, flexible manner. Business challenge Challenger had been using a bespoke, in-house document system based on a legacy platform. The correspondence process used 118 letter templates which accessed 803 reusable compone

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