Highly Personalized Research Delivered Instantly
Insurance and brokerage firms create large volumes of high-value content to share with their clients. Competition within these industries has intensified as regulatory barriers have relaxed and the Web has radically changed client expectations, making the delivery of highly responsive and personalized customer service and financial services software crucial to business success. PTC's Financial Services Solution helps you stay competitive and meet regulations, while meeting client expectations and maintaining stellar customer service.
PTC's Financial Services Solution for Insurance
Because insurance firms generate unique proposals and policies for each client, they face one of the most challenging personalization tasks of all. Each policy must be assembled according to the client's needs, conform to legal department rules, and include fields that are extracted from a database or calculated on the fly.
Errors and delays in this process can be costly. Liability for mistakes in policies can be limited only by the lifetimes of the insured. In many insurance firms, creating a policy may take several days from the time of the request. As these firms seek to Web-enable their sales agents or let their customers browse and purchase online, response time must be reduced to minutes or seconds - or you will risk losing customers to faster, more responsive competition.
PTC's Dynamic Publishing System (DPS) offers an ideal financial services solution for this application. Featuring PTC’s Arbortext XML authoring and publishing tools, the DPS gives you high-performance content processing capabilities and financial services software. The DPS can accept commands via the Web to automatically assemble a policy according to client profile and business rules and deliver it as needed - it can print the policy locally, securely transmit the policy across the Web for printing remotely, and display the policy directly on Web browsers. In addition, E3 can be deployed in as little as sixty days.
PTC's Financial Services Solution for Brokerages
Leading brokerage firms produce high volumes of research information that serves as a key differentiator against discount brokers who offer little more than order execution. With an increasingly diverse client base, these brokerage firms must serve an incredibly broad range of needs: from fast-moving, tech-savvy investors to well-established, sophisticated clients accustomed to traditional approaches.
To meet widely varying client needs, brokerage firms must be able to assemble the appropriate research for each client's investment preferences and deliver these reports with high-quality formatting to the medium the client desires - print, Web and, increasingly, mobile devices.
How can you accomplish this at an acceptable cost and at Web speed? PTC's Dynamic Publishing System (DPS) is the answer. Featuring PTC's Arbortext XML authoring and publishing tools, the DPS gives you high-performance content processing capabilities. With the DPS you gain a system for creating and delivering highly personalized research in multiple formats to your clients.
