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 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has been downloaded, you can never be sure that the latest version is being used and not a previously downloaded, out of date document.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 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 For more information about Coview from Connect 360, visit www.connect360.co.uk. |
About Connect360 International Connect 360 International is dedicated to the development, marketing and support of a range of software components, known collectively as Coview. Coview is a secure, internet-based communication gateway direct to your customers desktop. The unique technology provided by Coview fundamentally changes the way valuable multimedia content is published, consumed and maintained. The system supports many areas of business from administration, operations and retail services through to marketing, sales and compliance. Since partnering with Mpower1, Connect 360 International has grown from a UK based software company to global operation with a network of offices and distributors spread internationally. |
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