Diversified Investment Advisors Selects Exstream’s Dialogue Live Software

10 September 2007

Exstream Software, LLC announced today that Diversified Investment Advisors, a national investment advisory firm specialising in retirement plans, has chosen Dialogue Live, its groundbreaking software that provides companies with a common infrastructure for managing the editing of all types of interactive documents across the enterprise. Diversified has been using Dialogue, Exstream’s market-leading enterprise document automation software, since 2004 for straight-through processing of its retirement communications. Fully integrated with Dialogue, the addition of Dialogue Live makes it possible for the company to ensure accuracy and control costs through centralised document production and fulfillment, while giving customer-facing employees the flexibility and autonomy they need to interactively complete personalised communications at the point of need.

“Diversified 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 Live’s integration with Dialogue allows us to combine the best of both data-driven and user-driven document creation,” said Jami Wysota, vice president, Diversified Investment Advisors. “Giving 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.”

Accessing Dialogue Live through a web browser, Diversified’s 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 customer’s needs and preferences. Once the interactive document templates are completed the final output is sent directly to Dialogue’s 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.

“It’s exciting to know companies no longer have to choose between cost and control when seeking to connect in a more meaningful way with customers,” said Brent Burns, vice president of Exstream’s financial services practice. “Dialogue 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.”

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