Managing high volumes of personalized communication and driving digital adoption is challenging. It’s complex and prone to error, which increases regulatory risk in industries like financial services, utilities, and telecom.
We make customer communications management (CCM) simple, speeding up processes while transforming your static communications into dynamic, personalized, compliant content.


Learn more about how we’ve solved regulatory communication challenges
Automated document factory
Our closed-loop ADF provides lights-out automation, with features like automated pulls/diverts, and page-level tracking across the entire platform, eliminating the risk of error.
Data integration
Through real-time API integration, we can securely connect to your CRM data and enhance the way you communicate with your customers. With over 70 platform integrations, the possibilities are virtually endless.
Omnichannel content
creation and delivery
We drive AI-enabled digital transformation through one source across all channels, with a clear focus on the customer journey.
Disaster recovery
Your high-availability DRP includes real-time data synchronization and is fully supported in Canada.
Robust infrastructure
Our infrastructure is fully compliant, meets all relevant data security and privacy regulations, and includes real-time security event monitoring.
Integrated platform
Centralized content generation lets you manage all customer touchpoints through one interface.


A proven solution with compliance built in
Features like page-level tracking eliminate the risk of error, while the same data feeds across all channels ensure the integrity of each piece, enhance quality and minimize regulatory risk.
- E-presentment and e-archiving
- E-notification and e-delivery
- Authentication
- Proofing
- Detailed reporting and analytics
- PCI-supported hosting
- Seamless integration into any workflow
- High-availability disaster recovery plan

A recent success story
Our client is one of Canadaʼs leading alternative lenders of personal loans and customized, private-label credit card programs. They wanted to customize messaging across all their credit-card retailers’ customer communications, both print and electronic.
Our solution includes features such as:
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Natural-language content targeting, which allows for more focused segmentation
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User-determined logic for receiving raw data and composing communications
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High-availability DRP coverage for all print and electronic documents
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Validation and approval of all changes before production
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Single-pass composition, which ensures consistency between print files and archived electronic versions
Our client now has a secure customer communications management solution that enables non-technical users to easily create unique messaging and branding for each credit card customer and each retailer.
The client is driving digital adoption while reducing year-over-year print spend. And customer experience has improved through faster onboarding, with no need for IT involvement.