"Customer Communications Management is rapidly evolving from an infrastructure issue to a business strategy."

Mark Breading
Partner
Strategy Meets Action

 

Financial Services Customer Communication Solutions

Financial Services firms are impacted by increasingly complex & regulated investor communications:

  • The Dodd Frank Reform stresses the need to provide investors with transparency & “summary” documents and information
  • Escalating costs to create, deliver, track & archive investor documents
  • Consumer demand & competitive pressure to provide self-service whenever, wherever, & via whatever channels the investor prefers

This is why many of our financial services clients turned to us for a communications solution that delivers variable content across multiple delivery channels with the following benefits:

  • Multichannel Communications
  • Reduce back office operating expenses
  • Leveraging document content and delivery channels
  • Rapid time-to-market with new products
  • Mobile applications and real-time transactions
  • Print optimization and reduced cost
  • Just-in-time document content
  • Reduced call center servicing costs
  • Improved customer retention and satisfaction


CEDAR works with financial services institutions to improve and accelerate their end-to-end processes for all high value customer communications. CEDAR’s Customer Communications Management Platform lives between your core systems and your customer, aggregating and transforming customer account information into impactful, personalized customer touches


What area of financial services can we help you with?

Wealth Management

Retail Banking

Consumer Lending

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Increase Your e-Enrollment

CEDAR’s Enrollment Adoption Services will jump start your electronic communications program and drive down DSO.
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Case Study: Bank Rebrand

CEDAR was approached by a leading financial services organization to rebrand its bank in less than one year.  CEDAR rebranded hundreds of documents, statements and templates and reduced the number of templates by 25%.

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Rein in Print and Mail Cost

Are your print and mail costs continuing to rise even though you’ve optimized them? CEDAR can help.

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