Coview Provides Guaranteed, Timely and Confidential Customer Communication to Financial Services Industry

The Financial Services industry requires the distribution of an increasing level of time sensitive and version critical documents, papers and information to customers, partners and staff (collectively called customers in this document)   including statements, quotations, policy documents, mortgage information etc.  In addition a financial institution needs to put its brand and corporate image in front of their customers as well as informing them of offers, events, invitations, rates etc. in a way that is relevant to specific customers and that encourages recipients to read and act upon, amongst their mass of daily email and post.  

Industry Challenges
Documents that are carefully managed within the company are beyond the company’s control once they have been sent to customers or partners. 

Using traditional methods of communication there is no guarantee of delivery or proof of access by your customers.

Once sent, the information is no longer controlled or secure. It is difficult to ensure that customers are informed of changes and that only the latest version of information or a document is being referenced.

Compliance is becoming ever more important yet increasingly difficult with traditional methods of distributing documents such as post, email and website libraries. Post is unreliable and not secure. Email is often not accessed, important information ends up in spam folders and customers frequently change their email addresses. A website, which can be made secure, still requires that customers visit the site on a regular basis and make a positive decision to download an updated version of a specific document. 

Regardless of which method is employed, once a document has been downloaded, you can never be sure that the latest version is being used and not a previously downloaded, out of date document.

Coview Provides an Outstanding Opportunity to the Financial Services Industry
Coview is able to provide the institution with an automated, efficient, verifiable, secure and controllable method of communicating any information with its customers.  The system provides a sophisticated method of distributing documents, statements, policies etc. to individuals, groups or all customers. It provides the customers with an improved level of service whilst providing the institution with a real improvement in getting the correct versions of vital operational and marketing information to them. 

Most critically for financial institutions, Coview is able to address many aspects of Compliance. The system is able to control post publication documents, whereby even following the distribution of documents to the customers, it is able to remove access to a document or replace it with an updated document. This ensures that only the very latest versions will be accessed by the customer. In addition all document related activity is logged and recorded on the Audit Trail Database so that the institution is able to verify delivery and access, obtain exception reports and provide proof of compliance. 

Coview also provides a way of placing promotions, proposals for new products or accounts, event invitations etc. directly in front of, and targeted specifically at, individual customers or groups of customers. It then provides your customers with a direct and immediate method of responding through application or registration forms etc.

Using Coview, Financial Institutions are Able to Introduce an Unrivalled Customer Service and Sales Support Facility
A d icon (usually the financial institutions logo), which is downloaded to the desktop as a one off process by each customer, provides easy access to a library of all the information and documents provided to the customer by the financial institution.  This is the customer’s instant access point to the most up to date information and documents for them.  Coview also provides each customer withan alerting mechanism to highlight the availability of new or updated documents It also blocks access to out of date documents, forces the use of current information and provides direct links with the institution’s services (service desk, website etc.).   However, unlike a central internet or intranet server, the documents can be stored on local computers, such as laptops, copied (when authorised by the financial institution) by the customers and used in exactly the same way as they use information and documents today yet the financial institution can maintain full compliance and control.

For more information about Coview from Connect 360, visit www.connect360.co.uk.  

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