"For every customer experience failure, brands lose an average of 65 percent of the revenue they would have earned from the affected customer during the following year."

U.K.-based language translation and content management company

Financial Services Customer Communication Solutions

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

Questions? Use the buttons below, call (770) 395-5060 or email us at sales@cedardoc.com.