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Cross-Sector / Enterprise Fintech › Customer & Sales › Customer Communications Management (CCM)

Precisely EngageOne

Customer communications software for composing regulated documents and personalized digital messages at insurers and banks.

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Overview

Precisely's EngageOne portfolio covers customer communications for regulated organizations such as insurers and banks. EngageOne Compose generates letters and other documents from policy administration and core systems using reusable templates, so firms can update wording quickly when products or regulations change and keep messaging consistent across a customer's products.

EngageOne Communicate is a no-code SaaS tool for building personalized, interactive communications across video, chatbots, email, SMS and PDF, drawing on existing data sources and reporting analytics across channels. Precisely shows it applied to bank app onboarding and insurance renewals. Other modules handle delivery by email, SMS and push notification and a self-service portal for bill payment and communication history.

Key Features

  • + Template-based document composition
  • + Personalized interactive video
  • + Omnichannel message delivery
  • + Customer self-service portal
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