Financial services

Make the most of customer communications

Financial services firms face dual challenges on the communications front: efficient conveyance of transactional documents to customers, and effective marketing for new products and to new customers. ICM can help on both fronts, by enabling them to quickly and easily transform print and static PDF documents into interactive format that’s digitally deliverable. Not to mention the compliance issues that not alow for digital delivery and interactivity over print.

Business Challenges for Financial Services

• Vast resources spent on high volumes of mandatory, transactional communications such as statements, confirmations and tax-related documents – some of which are subject to regulatory compliance.
• Rising costs for print and distribution, causing them to try to move more customers to digital document delivery such as paperless statements.
• More customers are researching/buying financial services online – so companies need to create better online experience
• A need to reduce marketing spend, and objectively measure results.

How Zmags Can Create Value for Your Business

Nearly 100 well-known financial services companies use Zmags’ ICM platform to create compelling online documents while reducing production and distribution costs.

ICM helps financial services companies:

• Reduce lead/print times and produce timely, easy-to-read customer information that expands your relationships.
• Tame your customer compliance documents and reduce the time it takes you to print, process and distribute everything on-time and with complete accuracy.
• Maintain security with a high-level of protection for customer information.
• Streamline account enrollment processes with interactive forms
• Add another inspirational source to your palette of marketing channels. Not only do you get a very flexible solution for different types of collateral, you can also utilize the digital version to cut costs on printed documents.