Other Industries

Property Insurance

If you have the right tools to design, communicate and distribute information exactly when, where and how customers prefer to receive it, you can improve the overall experience they have with your company. Clear, consistent messages that are relevant to your interactions with them demonstrate more than personalization - it shows you genuinely care. After all, one good experience after another creates customers that are not only happy but that want to share the good news with others.

Xpertdoc brings document output automation solutions to content-driven businesses across many industries. Clients operating in the Microsoft suite with requirements for tailored, interactive client communications accessible from the desktop leverage the easily scalable Xpertdoc Enterprise Solution and recognize the benefits of rapid deployment, timely accurate communications and user empowerment.


Banking and Financial Services

Differentiated Offerings

Documents are created every day as part of delivering services, news and information to your customers. The speed and ease with which you can do this depends highly upon the quality of the technology you use to create products. With Xpertdoc's document output solution, all departments from customer service to call centers, legal counsel, branch staff, sales and marketing can use the same tools to create highly personalized, standardized documents that can be delivered through multiple channels - print, email, mobile, fax, PDF and more.

Clear and efficient communications (in the form of letters and statements, various lending or credit documents, mortgage contracts, and other financial instruments) paired with relevant personalized content, can set your firm apart from the others on the market as one that listens and responds to the client’s requirements.

Of course, other factors will help your company build a strong competitive advantage: keeping costs low by leveraging digital channels of communication, reducing maintenance costs at both regional and national levels, and by empowering the business users to provide personalized content where authorized, while adhering to corporate and regulatory compliance issues, and improving the accuracy of communications with built-in workflows and templates that eliminate manual data entry.


Government

Secure Provisioning of Sensitive and Public Records

One of the challenges of government agencies is to deliver ongoing communications to constituents across broad territories, often in a variety of different languages and a wide range of formats. With increasing pressures for greater sustainability and carbon footprints reductions, the way we communicate must continue to evolve.

Government organizations are now facing the very same pressures as businesses, pushing them to streamline operations in order to better manage costs. The tools used for communications can constitute a large part of budgets and resources. Xpertdoc works with agencies to create new efficiencies for document output by automating document generation across multiple departments and keeping templates secure while providing access to content.


Manufacturing & Distribution

Streamlined Workflows and Sales

Manufacturers communicate with clients in an on-going manner to maintain relations, present new products or deliver information. The speed and accuracy of this information is often critical to driving business forward. Xpertdoc works directly with clients to create document output solutions that fit into specific environments bridging legacy systems with the next generation document creation tools. We also work with partners serving the manufacturing sector that understand the unique challenges they face to stay efficient, reduce costs and improve customer satisfaction.


Enhanced Customer Relations

Law firms and legal service providers are being affected by many of the same global pressures that insurance, banking and financial services have been facing – mergers and acquisitions, market consolidations and expansions, waning customer loyalty in the face of competition and electronic communications, and so on... These firms need to leverage not only strong personalized content in their communications, but also efficiency in case tracking and matter management, which are crucial differentiators in this industry.


Additional Industries we have worked with:

  • Technology Providers
  • Educational Institutions and Service Providers
  • Professional Service Firms
  • Service Companies