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Empower customer-facing teams to quickly personalize and send customer communications via preferred channels

Messagepoint Connected empowers customer-facing teams with 1:1 personalization

Delivering optimal customer experiences today relies on equipping your front-office teams with the tools they need to respond to customers with the right information, at the right time.

Messagepoint Connected does just that.

Empower your front-office teams

Messagepoint Connected enables your sales teams, customer service representatives, agents, and partners to quickly and easily respond to customers with approved print and digital communications managed in Messagepoint.

Empower your front-office teams

Ensure accuracy with centralized control

By leveraging documents and communications created and managed within the Messagepoint Communications Cloud, your teams can always rest assured that they are sending the right communication to your customers.

Messagepoint central hub connecting customer service agents to print, PDF, and email outputs.

Achieve 1:1 personalization

By sending targeted communications, your teams can deliver one-to-one experiences that help reduce customer turnover and support upselling and cross-selling opportunities. Communications can include personalized images, offers, notes, and content based on specific customer demographics, needs, and interests, pre-set in a controlled editing experience.

Customer management dashboard showing lead details for Beryl Unger with order touchpoints for email and print delivery.

Edit with real-time proofing

Your teams update communications with a WYSIWYG-like experience in real time to accelerate the editing process. Final proofs can be generated on demand, along with data-driven tests and full production simulations, so you’re always confident the communication being sent looks exactly as it should.

Financial advisor consultation offer text box with review and analysis options on computer screen interface

Work from your customer management systems

Using our integration to Salesforce Sales Cloud or another customer management system through our Portal Integration Kit, your teams can kick off communication requests from the portals they already work in. Messagepoint Connected leverages the data from these systems to drive personalization and ensure your customer data stays exactly where you want it.

CRM screen showing lead info for Ms. Beryl Unger and order touchpoints with create order buttons.

Optimize your content with AI

AI Assisted Authoring enables frontline teams to ensure the clarity and consistency of communications before they go out. As your teams edit, MARCIE flags content that falls outside your organization's readability standards, detects sentiment that strikes the wrong tone, and surfaces violations of your specified brand guidelines.

Financial advisor letter draft with readability analysis showing Flesch-Kincaid grade 10.5, highlighting complex text.

Send communications how your customers want to receive them

Ensure that you send communications through the channels preferred by your customers. With omnichannel communication support, Messagepoint Connected can deliver communications directly via digital and print channels.

Two versions of a financial advisor letter from Grid Financial with a couple's photo and a call-to-action button.

Control on-demand or batch jobs with custom workflows

Whether your team needs to send one-off correspondence on-demand or generate a high-volume batch job, they can easily request and send personalized, error-free, on-brand, and compliant correspondence and materials. Configurable workflows are available so you can add required approvals where needed.

Workflow history showing pending final approval with first and final approval user selections.

Ensure regulatory compliance and accurate communications

By equipping teams with Messagepoint Connected, you can reduce risk by ensuring only approved documents and correspondence are sent out. Messagepoint’s intelligent content management capabilities make it easy to ensure that documents contain the latest approved legal language so that you’re never out of compliance.

Financial advisor letter from Grid Financial alongside a status board showing approval steps and compliance checkmarks.

Track your customer communications

Messagepoint Connected logs orders and enables you to see all requests in your customer management portal, like Salesforce, so you know what communications were requested and when.

Salesforce screen showing Mr. Sidd Finch's Messagepoint Order List with two Grid Financial Loan Offers.

Frequently asked questions

How can CCM tools help customer-facing teams quickly generate compliant, personalized communications in response to customer interactions?
Can interactive CCM solutions integrate with CRM or claims systems to pre-fill customer data and reduce manual input?
How does Messagepoint Connected ensure brand consistency, regulatory compliance, and flexibility when customer-facing teams tailor communications?