Customer Lifecycle Management

StreamServe Financial™

What If Every Customer Document Was a Sales Opportunity?

In fact, nearly every document is a sales opportunity. The challenge lies in activating this potential. For example, 93% of financial services firms attempt no cross-sell during customer interaction, and 97% have no visibility into related communications channels.* Yet what better time to offer alternatives than when you already have the customer's attention and you already know the subject matter being  presented?

StreamServe Financial™ facilitates turning touchpoints into marketing opportunities throughout the lifecycle of the customer, including welcome packs, account statements, notifications, loan agreements, applications, etc. All can be personalized based on the deep wells of customer information contained in the firm's existing enterprise systems, as well as on specific information included in any given communication (e.g., account statements). In person-to-person contact, automatically archived images are quickly, if not immediately, accessible to service representatives to enable them to smoothly and knowledgeably conduct customer discussions.

Only StreamServe offers an enterprise-class, end-to-end customer lifecycle solution that integrates with enterprise applications, customer billing, imaging, output-management, and print/mail solutions—all with rapid deployment that doesn't disrupt existing systems.

* Ref: University of Mannheim and SAP's 2005 EMEA Retail Banking Study.