Reducing the Cost of Your Customer Communications Management (CCM) Migration
There’s plenty of buzz and plenty of buzzwords around the idea of improving your company’s customer experience. Although the dimensions and focus on “customer experience” vary greatly from firm to firm, there’s one universal constant: the basic premise of
If you’re on the team assigned to a customer communications management (CCM) initiative at a large insurance or financial services firm, then you already know that one of your most difficult tasks is the competition for capital during the
Organizations in the financial services and insurance industries know that revamping customer communications can be a Herculean undertaking – rather like wrestling the hydra. Any time you overhaul your customer communications, you touch a wide array of people, processes,
Doculabs gets a lot of questions from clients regarding when to use Adobe versus Microsoft for e-forms applications. This post provides a short comparison. You may find it useful if you are: Developing your approach for forms, e-forms, or
A version of this post originally appeared in Insurance & Technology’s Virtual Roundtable: How to Improve the Customer Experience With Customized Document Creation and Delivery. Technology, social media, and the ever-increasing power of the 18-to-34-year-old demographic have changed the way
Organizations underestimate the complexity of initiatives designed to automate processes involving electronic forms. Electronic forms include data capture vs. outbound communications, and within those categories, static or dynamic applications. Historically, the tools and technologies used for each category have been very different; trying to automate processes involving these different forms requires taking a broad spectrum of approaches – hence the complexity.