Case Study: Generation Life simplifies adviser and investor statements with Airdocs Clever Correspondence

Generation Life - Customer Case Study

Generation Life, a financial services company, sought to enhance the digital experience for its financial advisers and clients. Their challenge was to simplify the generation and distribution of statements and improve digital communication, a need accelerated by the pandemic. They partnered with Airdocs to leverage their Clever Correspondence platform as part of a broader digital transformation program.

Airdocs implemented its end-to-end Clever Correspondence solution to automatically send notifications and statements, digitizing the client onboarding and ongoing service process. The partnership was highly collaborative, with Airdocs providing valuable insights and tailoring its SaaS software to meet specific needs. The successful implementation led to a significantly improved adviser and investor experience, enabling more meaningful client conversations and providing online visibility for policyholders.

Generation Life

Kit Tong

Marketing Technology Manager