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Total Merrill Relationship Statement: Report on All Aspects of the Client's Money

CASE STUDY: Posted: April 24, 2008 | Published: January 1, 2006
Merrill Lynch recognized the value in creating a consolidated statement that shows how all of their solutions work together. The "Relationship Statement" was designed to provide clients with a report on all aspects of their money - providin...
Topics: Financial Services | Legacy Systems | Loans | Software | Testing |
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Penn National Insurance: Real-Time Documents Provide Faster Time to Market with a Personal Touch

CASE STUDY: Posted: April 24, 2008 | Published: January 1, 2006
Penn National Insurance wanted to deploy a single, comprehensive infrastructure for its batch and real-time document applications. Exstream Software's Dialogue enterprise personalization solution met this goal, improving time to market ...
Topics: Customer Service | Insurance | Microsoft SQL Server | Software | Warehousing |
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Vestcom International: Personalization Drives Repeat Business

CASE STUDY: Posted: April 24, 2008 | Published: January 1, 2004
Vestcom International is a New Jersey-based firm that offers end-to-end personalized communication solutions. Vestcom used Exstream Software's Dialogue solution to design a sophisticated relationship management program that is fostering...
Topics: Customers | Data Integration | Personalization | Relationship Management | Software |
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Enterprise Personalization for the Insurance Industry

WHITE PAPER: Posted: April 24, 2008 | Published: April 1, 2004
In today's highly competitive environment, providing timely and relevant policyholder communications is critical. Exstream Software's Dialogue enterprise personalization solution allows insurers to create, manage, and deliver the fu...
Topics: Consolidation | CRM | Financial Services | Hardware | Insurance Industry | Personalization | Software |
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Best Practices for Delivering Interactive, Intelligent Documents

WHITE PAPER: Posted: April 24, 2008 | Published: January 1, 2007
This paper will reveal new ideas and tactics for raising the impact of online and offline documents and detail three best practices for delivering interactive, intelligent documents at the point of sale. This document is a must read for senior deci...
Topics: Customer Experience | Customer Satisfaction | Customer Service |
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Improving Customer Experience in the Insurance Industry - Leveraging the Power of an Enterprise Personalization Platform

WHITE PAPER: Posted: April 24, 2008 | Published: August 1, 2006
The purpose of this paper is to discuss the importance of an enterprise personalization platform that streamlines front-end and back-end document creation processes for straight-through processing, while allowing you to leverage custome...
Topics: Customer Experience | Customer Satisfaction | Customer Service | Insurance Industry | Personalization | Regulatory Compliance |
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Dialogue Live: The Solution for Intelligent, Interactive Documents

SOFTWARE LISTING: Posted: April 24, 2008 | Published: April 25, 2008
Integrated with Exstream's market-leading Dialogue for high-volume and on-demand enterprise document automation, Dialogue Live is an intelligent, interactive document solution that provides a common infrastructure for managing t...
Topics: CMDB | Customer Service | Document Management | Enterprise | Systems Management |
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Dialogue: The Solution for Enterprise Document Automation

SOFTWARE LISTING: Posted: April 24, 2008 | Published: April 25, 2008
Dialogue allows you to design, develop, maintain, and output fully personalized and consistent communications of all types for delivery in high-volume print/mail and real-time service-oriented production environments. The platfo...
Topics: Customer Data Management | Customers | Document Management | Enterprise |
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Exstream Advanced Function Presentation (AFP) Print Studio

SOFTWARE LISTING: Posted: April 24, 2008 | Published: April 25, 2008
AFP stands out in the print industry for its performance and stability. AFP Studio is a suite of best-in-class software solutions that allows companies to enhance the content, management and delivery of their AFP documents by easily integra...
Topics: Archiving | Content Management | Customers | Software |
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