âDiversified saw the benefit of giving users more control over the customisation of our communications, but we also wanted to make sure the fulfillment process remained well-orchestrated and efficient. Dialogue Liveâs integration with Dialogue allows us to combine the best of both data-driven and user-driven document creation,â said Jami Wysota, vice president, Diversified Investment Advisors. âGiving functional groups a self-service model where they can have control over their documents and providing the efficiency necessary to keep production costs in check is a huge advantage for us.â
Accessing Dialogue Live through a web browser, Diversifiedâs sales, marketing, and client relationship staff can provide a higher quality customer experience by inserting relevant images and targeted messages directly in to customer documents using the intelligent, interactive interface. They can also select delivery options that meet the customerâs needs and preferences. Once the interactive document templates are completed the final output is sent directly to Dialogueâs production environment for fulfillment and other back-end processing. The company plans to use Dialogue Live for a number of customised communications, including enrollment booklets, sales prospect materials, posters, and postcards.
âItâs exciting to know companies no longer have to choose between cost and control when seeking to connect in a more meaningful way with customers,â said Brent Burns, vice president of Exstreamâs financial services practice. âDialogue Live is a perfect solution for companies like Diversified Investment Advisors that want to create a better customer experience with user-created communications and still manage fulfillment at a corporate level.â