Customer communications is a core business requirement for customer onboarding, claims processing, cash management, investment management and loan origination. Yet, research shows that financial institutions are not using the most efficient processes to save costs, ensure fast customer response and relevancy.

Hear from leading industry expert Craig LeClair, Principal Analyst, Forrester Research Inc, as he discusses:

• Why institutions still struggle today
• How to implement and automate an integrated, modern multi-channel strategy solution
• The many benefits of reduced compliance risk, increased content efficiency, improved customer service and reduced IT costs

Learn actionable steps, including how to:

• Easily create relevant communications and deliver via customer’s preferred channel – print, email, SMS and Web
• Centrally manage all customer correspondence – traditional batch, on-demand and interactive
• Empower employees to respond to growing customer on-demand needs
• Optimize content production and personalization, consolidate disparate legacy systems and reduce paper
• Determine your hidden ROI

Speakers:

• Craig LeClair, Principal Analyst, Forrester Research Inc
• Gary Porter, CCM Consultant, Pitney Bowes Business Insight

This session will be of interest to Enterprise-wide employees such as Marketing, Customer Experience Management, Customer Service, Call Center, Legal/compliance, Operations and IT, among others.

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