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Financial Services FINANCIAL SERVICES

Communications are the driving force behind good customer experiences.

Accurate, consistent, compliant communications are critical to ensuring great customer experience for financial services organizations today. Messagepoint provides intelligent content management for customer communications to ensure you can deliver just that—and get the right messages out to the right customers at the right time

Consistency is key to successful communications.

eBook - 6 Steps to the Ultimate CX for Financial Services

Explore the six essential steps financial services organizations need to take to prepare for the communications experience of tomorrow.

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Take control for faster time to market.

Stop waiting on IT to make updates to your statements, emails, letters and promotions. Messagepoint puts content creation, edits and updates in the hands of the content owners (marketers, customer experience teams and authors), so you achieve the agility you have always dreamed of and get new communications out the door faster.

Remove the complexity of change management.

Imagine the power of being able to make an update once to a phone number, a logo, a salutation, a piece of regulatory content, a standard product description, a call to action and have that change be immediately made across all the documents containing that content. Only Messagepoint also enables content sharing to simplify and accelerate change management. And the best part is, your marketers, content authors and customer experience teams can make the change.

Ensure you’re always in compliance.

Whether you’re having to change state or federal regulatory language or manage ongoing mandated changes to stay in compliance with existing regulations, Messagepoint simplifies the problem. Powerful content sharing capabilities make it possible for your legal experts to work right in the system to update, review, approve regulatory content and have it updated across the relevant library of communications, so you can rest easy that you are always in compliance.

Streamline communications management.

Imagine going from managing 90 email templates to 1 for a library of correspondence. Each of those 90 emails still exist and contain their own unique content, but they take advantage of a master template that shares its structure, common text, and graphics with its variants. These patent-pending capabilities not only make it incredibly easy to update the content in those communications, this structure makes it fast and easy to create new communications as well—accelerating time to market.

Rationalize inventories and migrate legacy content.

Messagepoint’s powerful AI capabilities analyze your library of communications to find the inconsistencies, the similarities and the duplicates. Not only does this empower your content authors to expertly clean up your content, it also prepares your materials for taking advantage of Messagepoint’s powerful content sharing capabilities.

Financial Services Financial Services Financial Services

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