ContentWelder Sales Channel Enablement:
Streamline Your One-To-One Communications.
DeskNet delivers a total solution for Sales Channel Enablement. The solution, the DeskNet Global Document Portal powered by ContentWelder, enables financial advisors, sales agents and branch operations to create, order and fulfill one-to-one client communications on-demand through a secure and intuitive web portal. The DeskNet Global Document Portal incorporates all branding, business and compliance rules, encompassing local, state and federal regulations.
The enabling technology for the DeskNet Global Document Portal is our ContentWelder, the financial service industry's leading platform for creating, ordering and approving all marketing, sales and customer communications. ContentWelder enables the delivery of personalized, fully compliant information at every customer touch, including direct mail, email, web and wireless channels.
One of the world's largest and most respected financial services and brokerage companies relies on the DeskNet Global Document Portal to enhance its financial consultants' client communications, by creating a single place to order both dynamically created documents and collateral from inventory.
The DeskNet Global Document Portal allows single sign-on for security, and integrates with existing enterprise systems for client management, account information, transactional mail, auditing and archive. The company has transformed its one-to-one communications using the DeskNet Global Document Portal:
- More than 22,000 investment professionals have a high-impact solution for creating documents such as seminar invitations, customized newsletters, transactional client letters and more.
- "Dynamic kitting" dramatically reduces production cycles and costs – from days to minutes.
- Centralized mail handling reduces the cost of mail while also freeing up valuable time for investment professionals.
- The DeskNet Global Document Portal minimizes risk by centrally managing compliance, branding and business rules.
