Case Study: Swiss Financial Giant achieves streamlined, scalable document creation and reduced maintenance with Precisely's EngageOne™ Compose

Swiss Financial Giant Optimizes Document Creation and Management with EngageOne™ Compose

Swiss Financial Giant, a Basel‑based financial institution with 1,400 employees, faced persistent document creation and management challenges after a core banking change, including high-volume seasonal peaks (e.g., January year‑end statements) and heavy maintenance strain. To address these issues the company selected Precisely’s EngageOne™ Compose customer communications management platform to standardize templates, personalize documents, and streamline processes across multiple lines of business.

Precisely implemented EngageOne™ Compose on a Kubernetes platform, enabling automatic resource scaling, centralized template management, and updates without on‑site installations. The solution reduced the time and effort required for document creation, improved infrastructure resource handling during peak loads, lowered maintenance overhead, and delivered measurable cost and operational improvements for the Swiss Financial Giant.