ContentWelder New Account Opening:
Automate Welcome Kits And Personalized Collateral.

Welcoming new customers is one of the most important and costly processes for every financial services firm. Many dollars and much time and effort go into producing materials that will attract customers' attention, entice them to learn more about you, and ultimately secure more services for your firm. An account opening is a critical event that shapes perception and can form the basis for a long-term relationship.

The ContentWelder New Account Opening application addresses two critical areas:

• It allows the creation of highly personalized proposals on-demand, based on customers' needs, demographics, and the products in which they are enrolled.
• It generates high-quality welcome kits on a scheduled basis, by combining account service forms, client data and unique offers. The impact of this presentation dramatically increases customer satisfaction rates and provides exceptional cross-sell opportunities.

Key benefits of the application are described below.

• Highly effective welcome kits present detailed and often complex information in a way that customers can easily understand and use.
• Regulatory compliance is simpler because document content and associated rules can be quickly and easily updated as regulations change.
• Communicates with customers on personalized basis while strengthening brand loyalty.
• Delivered through email, web, print or wireless mediums.

One of the nation's top retirement planning companies has increased its market share dramatically after implementing DeskNet's application. The company sought to differentiate its retirement products from the competition; increase participation rates, deferral rates and rollover retention; and offer superior education for plan participants.

The ContentWelder New Account Opening application replaced a cumbersome manual process with unique, personalized and targeted communications to every retirement plan participant and non-participant.  The ContentWelder New Account Opening application allows the company Retirement Services division to extensively personalize individual reports while adhering to branding, business and compliance rules, and then seamlessly connect to the print service provider for printing and kit generation.

As a result, the company has:

• Reduced its print budget by more than $1 million annually, resulting in an immediate ROI.
• Increased its assets under management, including a $2.3 billion win in which personalized education was cited as a key reason.
• Reduced its printing costs by 40 percent per piece.
• Realized a 99 percent savings in production time.