Regulation, Legislation, Tight Controls?
Highly regulated and controlled, the financial services industry possesses an inherent need to simplify and automate document assembly.
Legal and compliance issues require financial service professionals to regularly provide detailed and complex correspondence to clients; it is imperative that this process of automated document assembly is accurate and personalized.
Constant reproduction of client information – inclusive of small changes – proposes a difficult and time consuming task that is often prone to human error.
A solution that maximizes the effectiveness of document assembly and customer communications, providing the ability to dynamically add customer specific content to your outbound communications.
Also imagine a reduction in time spent on manual administrative tasks; document assembly that is accurate, compliant, yet tailored to the individual client; seamless integration with existing IT systems; vast improvements in efficiency and productivity, while gaining more time to spend servicing clients...
It is possible.
It is Intelledox.
Intelledox can facilitate the automation and assembly of documents for all financial institutions including: banks, building societies, insurance companies, credit unions and funds and trusts.