Case Study: Fortune 100 Financial Services Firm transforms customer communications and saves $150K with Messagepoint

Transforming Basic Servicing Communications Into Improved Customer Experiences

Fortune 100 Financial Services Firm, a large U.S. provider of investment and retirement services, faced unmanageable member communications for its retirement record-keeping service: every change required IT, communications were minimally personalized, black-and-white, lacked co-branding, and the existing system couldn’t scale beyond its 17 client deployments. To address these challenges the firm selected Messagepoint and its cloud-based customer message management solution.

Messagepoint implemented a hybrid-cloud Messagepoint platform and Professional Services to redesign welcome kits, externalize messaging logic, enable business users to manage personalization, targeting, variation management, governance and multichannel reuse without coding, and support client co-branding. The result: the firm saved six months and $150K on a single application and completed the work within a week, achieved full-color, personalized communications, faster client onboarding, and reduced reliance on IT for ongoing changes.