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FI Top5 FS ebook 1@1x 1
Financial Services

Top 5 Ways Messagepoint Maximizes Speed and Efficiency in Financial Services Customer Communications

BY Ed Worsfold

In today’s hyper-connected world, the financial services sector faces unprecedented challenges in managing customer communications. Empowered customers now demand faster responses that are more personalized and relevant than ever before. 

This e-book is a must-read for financial services customer communications professionals grappling with the complexities of managing customer communications and delivering personalized customer experiences at scale. 


Top 5 Ways Messagepoint Maximizes Speed and Efficiency in Financial Services Customer Communications

A New Approach to Customer Communications for Financial Services

In today’s hyper-connected world, the financial services organizations face unprecedented challenges in managing customer communications. Customers now demand fast, seamless and personalized experiences, and expect to be able to use their preferred channel of communication. At the same time, regulatory pressures have intensified, requiring organizations to ensure accuracy, consistency, and compliance in all communications.
These imperatives have exposed the limitations of legacy CCM systems, which have outdated capabilities and require IT intervention for even minor content and rule changes. With modernization happening in fits and starts, many organizations are left struggling to manage a fragmented ecosystem of customer communication tools and systems—driving up technical debt and eroding consistency in the customer experience.
Messagepoint’s intelligent content hub offers a transformative approach for financial services professionals managing complex customer communications.

This e-book outlines five key ways the platform improves efficiency, reduces costs, and accelerates speed by enabling more personalized, compliant communications at scale:

  1. Eliminating redundant content with a single point of change
  2. Accelerating time to market with business user control
  3. Ensuring consistency across channels with a centralized content hub
  4. Streamline review and approvals with integrated workflows
  5. Support faster response times from frontline teams

Results of using Messagepoint

  • Faster time to market: 96% reduction in change cycle times – Financial services customer
  • Streamlined communications management: 250 credit card disclosure templates consolidated into 2 – Large Canadian bank
  • Cost savings: $500,000 reduction in costs in just one year – Large health insurer

With Messagepoint, on a single application, we saved six months of effort and $150K from our budget and we were able to get the job done within a week.”
– VP of Marketing Operations, Fortune 100 Financial Services Firm

This is just a preview of the insights provided in this e-book. Complete the form above to download the full PDF.

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