Solutions

When There Is Money On The Line The Integrated Document Facility
Makes Sense
        

The lines dividing the segments of the financial services industry - banking, brokerage, credit unions and insurance - are blurring. Companies in these segments are striving to garner more customer "share of wallet" through print and web-based initiatives designed to make the financial lives of their customers personalized, informative and convenient.

Money Makes The World Go Round
Today's financial services industry faces tremendous change through deregulation, a flurry of merger activity, pressures on profit margins, globalization and intense competition from traditional and nontraditional providers. Much of the change is driven by the convergence of traditional brick and mortar business with click and mortar e-business and e-commerce distributed via print and web channels.

Active Data Services offers a portfolio of integrated relational management and communication solutions that addresses this critical business-to-customer focus, while helping you understand which customers are critical to your success. Business resilience is another area where financial services companies are turning to combined communications programs to help attract and retain loyal customers by delivering new products and services to the marketplace through multiple channels - print and online. This helps to improve customer relationships, service and safeguard customer assets while adding measurable business value, revenue growth, profitability and capital utilization to your business.

Innovative print and electronic communications can raise financial services companies above and beyond the level of routine and regulatory
correspondence.

Businesses today need the right information, at the right time, in the right place. Active Data Services paper and Internet-driven offerings as well as hosted solutions provide clients with the critical content that is essential for building customer relationships and making important business decisions.

To optimize customer relationships and business operations, companies must find a way to tap into the volumes of printed forms and documents, computer files, databases, spreadsheets, e-mail and images that exist within an enterprise and put them to work.

Do more with your data. On demand. Personalized. And in any format requested be it hard copy, fax, Web, e-mail or PDF.

Do More With The Active Data Financial Suite
 

Applications	Paper	Digital	Online	CD	Microfilm
Annuity Statements
AP/AR
Bank Statements
Broker Dealer Statements
Checks
Confirmations
Consumer Lending
Coverage Booklets
Credit Applications
Credit Card Statements
Defined Contributions
Enrollment Kits
Explanation of Benefits
General Reports
ID Cards
Loan Files
Marketing and Compliance Fulfillment
Newsletters
Mortgage Statements
Mutual Fund Statements
Preservations
Property and Casualty Policies
Renewals and Declarations
Reward Cards
Signature Cards
Statements
Trade Confirmations
Trust Statements

The Financial World Is Changing Dramatically
As financial institutions grow to serve the needs of an increasingly changing customer base, new business models are emerging. Some institutions are moving decisively into new market segments, crossing the traditional boundaries separating different kinds of financial services. Many increasingly envision their banking, capital markets, credit, real estate and insurance operations not as separate entities, but as component parts of a seamless whole. The key issues driving these changes include:

• Managing market, credit and operations risk
• Acquiring market share
• Managing customer relationships to improve revenue and retention
• Continuously driving down costs
• Fundamentally transforming business processes to gain the advantages of new technologies