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1Company Confidential. Copyright 2012
Customer
Communication
Management
2Company Confidential. Copyright 2012
Good
Customer
Experience
Revenue
RetentionReferrals
“Customer Experience Correlates to Loyalty,"
Source: Forrester Research, February 2009
Why is customer experience important?
3Company Confidential. Copyright 2012
Different types of Needs in Communication
On Demand
Generation
Financial
Statements
Telephone
Bills
Offset &
Digital prints
for Marketing
Material
Welcome Kits
Group Insurance
Policies
Technical
Authoring
Business
Correspondence
Negotiated Documents
Account
Notices
Web to
Print
Online
Quotes
POS Customer
Documents
Order
Confirmations
On Demand
Correspondence
4Company Confidential. Copyright 2012
Business Challenges
5Company Confidential. Copyright 2012
Change Management
Multiple Output Channels
Different Systems for Printing,
Email and Web Presentment
“System Expert” Required
Experts for different systems
required to perform Minor Changes
6Company Confidential. Copyright 2012
Managing Promotions
Capture Customer Interest
Capture customer interest on
promotion for LEAD
GENERATION
Up-Selling Cross Selling
Targeting right offer to right
customer on the basis of
analysis of transaction
7Company Confidential. Copyright 2012
Consolidation
Consolidation of multiple Products
Account and credit card statement
Consolidation of multiple systems
CRM, Core Banking, loan management
and wealth system.
Compliance with Industry Regulations
Control over customer communication to
meet regulatory requirement
8Company Confidential. Copyright 2012
Brand Creation
Enforce Branding Guidelines
Branding guidelines must be followed
to ensure consistency in all customer
communication for brand creation
Analysis
Graphical and Textual Analysis on
Information present in Statement.
9Company Confidential. Copyright 2012
Current Scenario
Is this ordinary Customer Communication sufficient?
Raw Data
10Company Confidential. Copyright 2012
Data from disparate sources
Targeted Promotions
What Newgen’s CCM gives you
WEB SERVICES
MIDDLE WARE
• Business Rule determined
Promotional Message
• Conditional Annexure for
Cross Selling
• Capture Customer Interest
through Dynamic Hyperlink
11Company Confidential. Copyright 2012
Password Protected PDF
Digital Signature in PDF
Statements
https:// enabled portal
SSO and LDAP
Authentication Support
Sampling and Auditing
Approval Stages
Security
Maker-Checker
12Company Confidential. Copyright 2012
Drag and Drop,
multiple layer
support, style
gallery
Graph, barcode
etc.
Placeholders
Ease of Design
Solution Framework - Lifecycle
1. Data Capture
6. Delivery
of output
to print
vendor
4. Generation
of Output
5. Auditing and
Sampling of
generated output
7. Archival
into DMS
2. Creation and
Designing of
Output
3. Approval of
Output through
workflow A
Unified
CCM
14Company Confidential. Copyright 2012
CCM Benefits
Single Statement Template For Multiple
Distribution Channel
Loyalty Generation and Brand Building
Easy Change Management
Cost Optimization and better control on
wastages
9/12/2013 15
Key Benefits
Consolidate overlapping Technologies
Regulatory Compliance
Reducing IT Support
Better Up-selling and Cross Selling
MANAGINGPROMOTIONSAND
CONSOLIDATION
Capture Customer Interest
Capture customer interest on promotion for
LEAD GENERATION
Up-Selling Cross Selling
Targeting right offer to right customer on the
basis of analysis of transaction
Consolidation of multiple systems
Loan/ Wealth Management System and CRM
Consolidation of multiple Products
Account and credit card statements.
Investments and loans
Banking Case Note
Global Bank–Business ChallengesCHANGEMANAGEMENT
BRANDCREATION
Analysis
Graphical and Textual Analysis on Information
present in Statement.
Multiple Output Channels
Different Systems for Printing, Email and Web
Presentment
Changes to be Replicated Across Multiple
Channels
High TAT(Turn Around Time) for roll out of
Changes / New Products
No Version Control Mechanism
Multiple Templates for Multiple Cycle
Enforce Branding Guidelines
Branding guidelines must be followed to
ensure consistency in all customer
communication for brand creation
Thank You

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Customer Communication Management

  • 1. 1Company Confidential. Copyright 2012 Customer Communication Management
  • 2. 2Company Confidential. Copyright 2012 Good Customer Experience Revenue RetentionReferrals “Customer Experience Correlates to Loyalty," Source: Forrester Research, February 2009 Why is customer experience important?
  • 3. 3Company Confidential. Copyright 2012 Different types of Needs in Communication On Demand Generation Financial Statements Telephone Bills Offset & Digital prints for Marketing Material Welcome Kits Group Insurance Policies Technical Authoring Business Correspondence Negotiated Documents Account Notices Web to Print Online Quotes POS Customer Documents Order Confirmations On Demand Correspondence
  • 4. 4Company Confidential. Copyright 2012 Business Challenges
  • 5. 5Company Confidential. Copyright 2012 Change Management Multiple Output Channels Different Systems for Printing, Email and Web Presentment “System Expert” Required Experts for different systems required to perform Minor Changes
  • 6. 6Company Confidential. Copyright 2012 Managing Promotions Capture Customer Interest Capture customer interest on promotion for LEAD GENERATION Up-Selling Cross Selling Targeting right offer to right customer on the basis of analysis of transaction
  • 7. 7Company Confidential. Copyright 2012 Consolidation Consolidation of multiple Products Account and credit card statement Consolidation of multiple systems CRM, Core Banking, loan management and wealth system. Compliance with Industry Regulations Control over customer communication to meet regulatory requirement
  • 8. 8Company Confidential. Copyright 2012 Brand Creation Enforce Branding Guidelines Branding guidelines must be followed to ensure consistency in all customer communication for brand creation Analysis Graphical and Textual Analysis on Information present in Statement.
  • 9. 9Company Confidential. Copyright 2012 Current Scenario Is this ordinary Customer Communication sufficient? Raw Data
  • 10. 10Company Confidential. Copyright 2012 Data from disparate sources Targeted Promotions What Newgen’s CCM gives you WEB SERVICES MIDDLE WARE • Business Rule determined Promotional Message • Conditional Annexure for Cross Selling • Capture Customer Interest through Dynamic Hyperlink
  • 11. 11Company Confidential. Copyright 2012 Password Protected PDF Digital Signature in PDF Statements https:// enabled portal SSO and LDAP Authentication Support Sampling and Auditing Approval Stages Security Maker-Checker
  • 12. 12Company Confidential. Copyright 2012 Drag and Drop, multiple layer support, style gallery Graph, barcode etc. Placeholders Ease of Design
  • 13. Solution Framework - Lifecycle 1. Data Capture 6. Delivery of output to print vendor 4. Generation of Output 5. Auditing and Sampling of generated output 7. Archival into DMS 2. Creation and Designing of Output 3. Approval of Output through workflow A Unified CCM
  • 15. Single Statement Template For Multiple Distribution Channel Loyalty Generation and Brand Building Easy Change Management Cost Optimization and better control on wastages 9/12/2013 15 Key Benefits
  • 16. Consolidate overlapping Technologies Regulatory Compliance Reducing IT Support Better Up-selling and Cross Selling
  • 17. MANAGINGPROMOTIONSAND CONSOLIDATION Capture Customer Interest Capture customer interest on promotion for LEAD GENERATION Up-Selling Cross Selling Targeting right offer to right customer on the basis of analysis of transaction Consolidation of multiple systems Loan/ Wealth Management System and CRM Consolidation of multiple Products Account and credit card statements. Investments and loans Banking Case Note Global Bank–Business ChallengesCHANGEMANAGEMENT BRANDCREATION
  • 18. Analysis Graphical and Textual Analysis on Information present in Statement. Multiple Output Channels Different Systems for Printing, Email and Web Presentment Changes to be Replicated Across Multiple Channels High TAT(Turn Around Time) for roll out of Changes / New Products No Version Control Mechanism Multiple Templates for Multiple Cycle
  • 19. Enforce Branding Guidelines Branding guidelines must be followed to ensure consistency in all customer communication for brand creation

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