Product category:
Document and workflow management software
News Release from: Exstream Software | Subject: Dialogue
Edited by the Manufacturingtalk Editorial
Team on 31 March 2006
Concord Equity Group Advisors Selects
Dialogue
Leader in Outsourced Wealth Management Technology Solutions Chooses Dialogue As Single Platform for Collaborative Design and Delivery of Personalized Customer Communications
Exstream Software has announced Concord Equity Group Advisors (Concord), a leader in outsourced wealth management solutions, has selected its market-leading Dialogue enterprise personalisation software to provide its financial services clients with turnkey solutions for delivering clearer, more relevant on-demand financial reporting to their clients - giving them full control over content creation without large upfront costs or ongoing maintenance expense Concord also plans to use Dialogue as a rapid development prototype tool to assist clients in testing the viability of sales and marketing campaigns without a huge investment
This article was originally published on Manufacturingtalk on 17 Aug 2006 at 8.00am (UK)
Related stories
Powergen Satisfied with Dialogue
Leading UK Energy Supplier Reduces Costs and Speeds Time to Market with Critical Customer Communications
Significant Benefits Using Dialogue Software
Central and South America's Leading Provider of Telecommunications Benefits from Dialogue to Create User-friendly Statements and Decrease Document Production Time by 40 Percent
Key drivers in Concord's selection of Dialogue included its high-performance engine, flexibility, ease of use, collaborative design environment and ability to integrate seamlessly with the company's existing CRM system.
Clients will have the option of using a web browser to easily create rules-based variable content for incorporation into documents at run time.
Additionally, Concord will take advantage of Dialogue's ability to dynamically include a wide variety of data-driven charts that come alive through the use of colour, multiple dimensions and slice explosion to help clients differentiate themselves in a crowded marketplace.
Further reading
UnumProvident Selects Exstream's Dialogue
UnumProvident (UNM) has selected its Dialogue software to be a common platform for designing, managing, and producing the communications it delivers to policyholders through multiple channels.
Certified for SAP NetWeaver status for Dialogue
Exstream Software has announced its Dialogue 5.0 enterprise document personalization software has achieved certification from SAP AG for integration with the SAP NetWeaver platform.
"In a global economy, you can't be experts at everything and you don't have to be".
"Adding Dialogue to our core offerings adds significantly to the ease of outsourcing for our clients," said Lee Argush, executive managing director for Concord Equity Group Advisors.
"With Dialogue, we can offer clients the ability to directly collaborate on document creation over the web, or we can house a library of components for them to create their personalised documents".
"Either way, we make it possible to dynamically build correspondence that is more meaningful to the recipient".
"In both instances, time and money will be saved, which makes everyone happy".
"There is a clear need for financial services organisations to link all of a customer's information together to produce dynamic, personalised communications that meet the requirements of the corporation, the investment advisors, and most importantly, the clients," said Brent Burns, group vice president, financial services at Exstream Software.
"Concord provides a singular outsourced focus that enables its clients to compete vigorously with document solutions that meet their customers' needs, allowing them to further differentiate themselves and grow their business".
"We are pleased Dialogue is adding value to this important initiative".
• Exstream Software: contact details and other news
• Email this article to a colleague
• Register for the free Manufacturingtalk email newsletter
• Manufacturingtalk Home Page
Search the Pro-Talk network of sites
