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Correspondence Management

Generate trusted, high-impact customer correspondence

From monthly account statements to unscheduled letters and notices, 4Point and Adobe’s enterprise solutions provide a centralized way to automate the generation of various types of correspondence while helping to ensure the integrity, authenticity, and confidentiality of personal information. As a result, your firm is able to make personal connections with customers while building their trust in electronic documents and online offerings.

Benefits

  • Improve customer satisfaction and retention with personalized paper-based or electronic documents.
  • Ease customer privacy concerns that impede adoption of online services.
  • Drive consistent, external communications while keeping the integrity of your brand.
  • Trim customer response times by accelerating workflows and eliminating manual data entry.
  • Improve data quality by leveraging information contained in intelligent documents.
  • Adhere to compliance mandates.

Solution Acclerators

Ensure customer communications are consistent, tailored, and cost efficient by managing all of your correspondence on a single platform. With Adobe LiveCycle ES and the Correspondence Management Solution Accelerator for financial services, you can automate all kinds of correspondence — from welcome packages and confirmations to proposals and claim letters — while ensuring communications are accurate, compliant, and secure. Learn More

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877.469.3627 (support)