A major financial services provider in Ireland and Northern Ireland has improved the accuracy of its communications by implementing ActiveDocs document automation software to fully automate the generation of client-facing documentation.
Previously, the firm struggled to effectively manage its sophisticated range of region-specific communications. It needed to improve document quality and consistency in order to reduce the number of elevated complaints, and to present the brand at the high standard that the company, and its clients, expected.
The broker selected ActiveDocs document automation following a thorough and successful Proof-of-Concept project. Both teams worked together to ensure the software would meet all requirements. The resulting end-to-end solution automates the creation, filing, and delivery of client communications across all product lines.
Samuel Ricketts, Sales Director, Europe, said "Our customer immediately recognized the value that their ActiveDocs system delivered. They could see first-hand that ActiveDocs would be fit for purpose, and were confident in the live implementation of the end-to-end solution"
The ActiveDocs solution guarantees error-free and efficient presentation of all customer communications. The automation solution has also empowered the broker to be more responsive to market changes, as the firm can now present its new offerings in a timely manner, and meet all regulatory requirements quickly and accurately.
ActiveDocs develops document automation software that makes it easy for large organizations to design templates, and produce the documents they need with the greatest speed, success, and minimum risk.
It’s the confident choice of large companies for document automation success.