Financial Services
Content Solutions
Financial Services require fast, simple, content solutions to grow their businesses by responding to competitive challenges while enhancing the customer experience.
Xenos Financial Services Content Solutions are being used for ECM systems access, consolidation and secure eStatement presentment, enabling regulatory compliance and real-time mortgage approvals.
Major US Mortgage Lender
Problem: Increase customer retention where customers continually seek better mortgage offers from competitors.
Xenos Solution: Content Solution that prepares competitive, personalized offer well before mortgage expires and includes offer in regular customer statement.
Xenos Product: Xenos d2e Vision
Benefit: The Xenos Financial Services Content Solution converts existing customer base into a captive pool of high value prospects for new offerings. Efficient image handling reduces archive storage by 90%.
Major US Financial Services Firm
Problem: Support Web viewing of customer brokerage statements, trading confirms and 1099s.
Xenos Solution: Content Solution implemented that transforms statements into a web-presentable PDF format and indexes them for storage in Mobius ViewDirect ECM archive.
Document Formats: Xerox Metacode to Adobe PDF.
Xenos Product: Xenos Vision
Benefit: Extends an existing archiving system to a Content Solution, with no disruption.
St. James's Place
Problem: Improve customer service to the high net worth customers of this major UK financial wealth management company by creating personalized branded customer correspondence. Eliminate the printing and mailing of monthly commission statements to 1,300 Independent Financial Advisors.
Xenos Solution: Manage customer information in a Content Solution that creates high volume, personalised branded customer communications with Document Sciences’ xPression® document composition software suite. The Content Solutions is used to present commission statements for on-line presentment with Xenos infoWEB.
Xenos Products: Document Sciences’ xPression® implemented by Xenos. Xenos infoWEB.
Benefit: The Xenos Content Solution Increases the value to the client by presenting customer information with a highly readable graphical design. Eliminates the high annual cost of printing and mailing monthly customer statements to Independent Financial Advisors, while improving service. Enables IFAs to export statement information to use in their own reports.