Discovering the Right CCM Software for Financial Services

1. Discovering the Right CCM Software for Financial Services Discovering the Right CCM Software for Financial Services What What is Customer Communication Management is Customer Communication Management? ? Customer Communication Management is a type of business strategy that focuses on controlling and managing customer communications across a variety of channels. This strategy is used to improve the creation, delivery, storage, and retrieval of outbound customer communications. Most companies choose to invest in customer communication software that helps businesses achieve these goals by providing communication solutions. As with customer experience, communication can cause or break a customer relationship. In other words, what you say, how you say it, and what you say are more important than you think. It’s time to fine-tune your communication methods to deliver coordinated brand voice and higher messaging standards, and the first step is customer communication management.

2. CCM tools offer a rich set of features and functionality. However, at a minimum, we suggest that you look for a solution that offers the following for your financial services organization: Summary statements Summary statements Your CCM tool should sustain the unified creation of numerous types of statements, for example, bank account and credit card statements, home loan invoices, and brokerage statements. Customer Onboarding Kits Customer Onboarding Kits Your CCM tool should make it quick and easy to create personalized welcome kits for new customers. These kits will likely include welcome letters, product and service brochures, and terms and conditions booklets. security security In the world of financial services, safety cannot be an afterthought. For this reason, many firms choose a hybrid cloud SaaS approach. This allows them to keep their customer and other sensitive data securely behind their firewall while enjoying the flexibility of the cloud. compliance compliance Look for a CCM solution that comes with pre-built adherence features. This will allow you to avoid the risks of non-compliance, such as financial penalties, loss of customer confidence, and reputational damage. CCM solutions CCM solutions Bentech offers consulting services and tailored software offerings that enable financial services organizations to accelerate their critical business operations, increase productivity and deliver quality services to their customers. We help our financial services clients drive innovation, accelerate time to market, and achieve tangible business results in a highly competitive landscape.

3. Our digital capabilities CCM solutions, proven development processes, and agile guiding frameworks are ideal for: •Retail banking •Corporate Banking •Investment Banking •Mortgage Banking •Cards and Payments •Wealth management •Insurance •Exchanges and Brokerages •Loan and credit service providers •Fintech organizations. •Governance, Risk Management, and Compliance We’re here to help you transform your customer communications and increase We’re here to help you transform your customer communications and increase top top- -line revenue and profitability. line revenue and profitability. To kn To know more about Ccm, we would be interested to learn how ow more about Ccm, we would be interested to learn how your organization navigates complexity and how much control your organization navigates complexity and how much control you would like to give your business users over you would like to give your business users over- -regulated or marketing communications, from creation, management, marketing communications, from creation, management, personalization, targeting, personalization, targeting, to delivery and access to reporting. to delivery and access to reporting. Visit our Visit our website website… regulated or …