Customer Communication Management Modernization

Templates for Customer Communication

Leverage a wide array of simple, ready-to-use templates to create, update, and manage batch, interactive, and on-demand customer communications. Produce personalized communications across multiple channels by selecting fonts, adding images and message lines, inserting secured e-signatures, and embedding targeted marketing offers.

Ready-to-use Template Library

Central library of standardized templates to ensure design consistency
Creation of master templates for use across all repositories
Wide variety of templates including welcome notes, e-statements, payment acknowledgements, promotional letters, and more

Template Approval and Management

Check-in and check-out with base-lining functionality for version control
Workflows to set up a multi-level template approval process involving different teams
Maker-checker capability and template reading/writing per defined roles and privileges

Multi-lingual Support

Template processing in different languages, including English, Spanish, Portuguese, and more
Delivery of communications in customers’ preferred languages

Automated Import and Export of Templates

Import and export of designer templates for reuse across users and environments
Import of existing PDFs and translation of Word documents into designer templates

Notifications and Reporting