Making money talk personally

We work regularly with clients from the financial sector, so we understand the particular challenges you face. The DocCentrics solution is ideally suited to this market, where customers actively seek important information from their letters and policy documents, making them particularly receptive to personalised messages.

Our solution can help you:
  • Produce simpler, higher quality customer letters, policy documents and other communications – this makes it easy to improve your documents’ design and layout, encouraging customers to respond positively to new offers or financial products.
  • Rationalise your mailings – the DocCentrics solution incorporates powerful automated data processing and checking, so you avoid irritating your customers by sending them duplicated information. This also helps you make worthwhile savings in paper and postage.
  • Improve customer satisfaction and loyalty – by sending customers clearer, more relevant documents, you can reduce queries, ease the pressure on your call centre and create a more positive customer experience. This is likely to win you more business through referrals.
  • Reach appropriate targets faster – the DocCentrics solution speeds up your document processing, from data input to the customer receiving the communication. This means you can reach your customers faster, with timely product news and personally relevant information. For instance, customers who have previously invested in bonds can be the first to know about a new, limited-period issue.
  • Create new marketing opportunities and increase income – accurately targeting customers with appropriate messages opens up new possibilities in cross-selling and up-selling. DocCentrics’ data management functions will soon pinpoint the most receptive and potentially profitable customers, so you can continue to target your financial products effectively.
Promote your news, fast
The DocCentrics solution provides a route to customers that can adapt rapidly to changing markets and legislation. New products and interest rates, time-sensitive investment opportunities and the latest financial services can all be communicated quickly and powerfully through the DocCentrics solution.

Build customer relationships
By integrating document design from sources such as pdfs, InDesign or Quark, you can considerably improve the quality of your communications. You can target offers and promotions more accurately, enhancing loyalty. And documents can be sent via print, SMS, web, email or fax – increasing customer satisfaction by sending information in the format they prefer.

Talk to us to see how the DocCentrics solution can be tailored to resolve your challenges and promote your financial products.