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Case Studies & Applications by Sector

Case Studies

A selection of our Case Studies. Click on the titles to explore:

Case Study 1 - Driving Direct Banking Success

Case Study 2 - Enabling Growth in the Insurance Sector 

Case Study 3 - Escape Velocity: free systems from legacy constraints

Case Study 4 - Licence Fee Administration for Public Broadcast Media

Please ask for others. 

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Applications by Sector

A selection of  the kinds of applications areas that these solutions can be used for:

Banking  Banking 

Online portal for personalised creation of application forms for opening current accounts or requesting loans

Complete correspondence for the credit business, including approval, cancellation, changes etc.

Creation of account lists (inter-bank information on their clients' identities and types and volumes of their loans)

Creation of highly individual single documents with free text (e.g. for managing customer complaints in call centres)

System or agent generated serial letters (e.g. information about interest rate increases)

Production of offers and applications with instant printing and/or archiving

Field sales force's correspondence for customer face-to-face meetings

Personalized management of sender and text modules

Plus structured information such as Contracts, Terms and Conditions, Invoices, etc and Self-Service information such as Account Status, Expiry dates and price changes, Statements, etc.

investment-logo-single Investment Management

Customer self-service account information with valuations and status information

Creation of highly individual single documents with free text and data integration from live or archive systems (e.g. for managing client correspondence)

RDR compliance across all types of documents and content - in mobile and fixed modes

Both face-to-face field sales force's and call centre document creation and output for printed matter or electronic signiture and storage

Produce offers with all relevant details and current terms and conditions, referencing past correspondence and conversations - together forming a complete MOU with little duplication

Personalized management of SMS text or social media modules

Email with compliance information and account terms and conditions

Plus further batch print applications, with subsequent digital signature and electronic document exchange options, and transaction confirmations issued via client's choice of SMS, email, fax, paper, etc.

insurance-logo-single Insurance

Regular and ad-hoc communications with policy holders, financial advisers and other intermediaries creating dialogue around proposed changes (eg re-branding, M&A, etc)

E-mail service to inform the agents about changes in their clients' insurance processes

Complete correspondence on unit-linked endowment insurance policies (incl. reporting)

Analysis of pension and asset status as a document resulting from a personal counselling interview

Production of highly individual single documents with free text (e.g. for managing customer complaints, claims,etc)

Serial letters (e.g. information about rate increases, cover changes, conditions, etc)

Creation of offers and applications with instant printing and/or archiving

Customer face-to-face field sales force's correspondence

Personalized Policies, Contracts, Invoices, etc with both textual and graphical information

Plus assist compliance with new tools such as integrated documentation control and the introduction of smart information management processes.

telecoms-logo-single Telecoms & Utilities

Contact centre serial letters (e.g. response to calls by providing information about best tarriffs) with reduced number of keystrokes)

Paper and Electronic Billing with online query and easy print capabilities

Creation of highly individual multi-lingual documents enabling the same content to be simultaneously presented across language barriers, media type and geography.

Access and integrate current and historical service usage records with individually tailored communications

Re-engineer Dispute Processes by enabling fast online resolution - reducing customer complaint management costs and voice based call centre volumes

Creation of advertised offers and combine online applications with instant printing and/or archiving

Integrating transactional data from operational systems with customer focused query and analysis based communications

Field engineering reports and locally produced site or customer documents

Personalized management of sender and text modules (eg for status information, price changes, etc)

Plus workflows from origination to supervisor approval are enabled for virtually every document-based process in both Telecoms and Utilities industries.

commercial-logo-single Commercial Services

Creation of highly individual multi-lingual documents enabling the same content to be simultaneously presented across language barriers, media type and geography.

Mobile field uses (e.g. customer face-to-face field sales force's correspondence and field engineering documentation)

Access and integrate current and historical records (e.g. service use, billing, timesheets, etc) with individually tailored communications

Integrating transactional data from operational systems with customer focused query and analysis based communications

Creation of highly individual single documents with free text yet brand and compliance controls

Production of offers for Retail or Business applications linked to other enterprise data

Personalized management of sender and text modules, such as reminders or location-sensitive advertising

Legal sector outsourced case management documentation with seamless integration of content from multiple sources without manual interventions for printed and electronic outputs

Paper and electronic invoicing with online query and easy print capabilities for Property Management firms with large portfolios

Plus integrated workflows from original case creation to supervisory approval and distribution are all enabled for virtually every document-based process in large organisations as diverse as in CPG, Travel & Tourism, Real Estate, Technology, and many other types of commercial sector companies.

healthcare-logo-single Healthcare

Combine all Patient Record information elements as needed, whether relating to insurance, financial, family, diagnostic or other information

Produce highly individual multi-lingual documents easily across different languages, media and geography with correct and compliant informational content.

Serial letters (e.g. information about healthcare programs or changes in care)

Creation of offers and applications forms (e.g. for screening programmes)

Patient face-to-face correspondence with secure archive and flexible retrieval

Personalized management of sender and text modules for low impact (eg 'all clear') test results

Billing, invoices, collections (automatically or manually processed)

Combine Electronic Health Records with organisational ECM systems providing a strong environment for all of the information elements related to patient records

Creation of highly individual single documents with free text (e.g. for managing customer complaints)

Plus workflows from original case creation to supervisory approval and distribution are all enabled for virtually every document-based process in NHS, Healthcare, Pharmaceutical and related organisations.

public-logo-single Public Sector

All kinds of information for the citizen made available in whatever media/format is preferred

Serial letters e.g. information about planning or taxation matters

Produce highly individual multi-lingual documents simultaneously across different languages, media and geography.

Creation of highly individual single documents with free text (e.g. for managing complaints)

Creation of invitations and requests (e.g. for court appearances) with optional SMS reminders

Personalized management of sender and text modules for social security claimants

Government information publication relevant to the citizen (individualized letters)

Billing, invoices, collections (automatically or manually processed)

Status information on services used

Price changes for services used or being promoted

Plus workflows from origination to supervisor approval are enabled for virtually every document-based process in Central and Local Government and related organisations.

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