There is no limit to the types of fully personalized communications you can create using the HP Exstream enterprise document automation platform. Some examples are:
Financial Services
» Wealth management statements
» Performance reports
» Confirms
» 1099s and tax reports
» Online presentment
Banking
Insurance & Healthcare
» Applications
» Quotes
» Declarations pages
» Bills
» Notices
» Endorsements
» Renewals
» Agent reports
» Claim reports
» Commission statements
» Installment schedules
» Cancellation notices
Telecom/Utility
Print Service Providers
» Personalized promotions
» Long portfolio documents
» Coupons
» Multi-chapter publications
Retail/Travel & Hospitality
» Renewal notices
» Brochures
» Correspondence
» Membership kits
» Invoices
Public Sector
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Financial institutions offering the "next generation" of statements combine basic account transaction data with overall portfolio information. HP Exstream offers the most advanced multi-dimensional charting capabilities available to enhance and personalize statements. Its “design once, deliver anywhere” capability allows you to respect customer preferences and support “right channel” strategies—a single design can support simultaneous delivery to printers, email, fax, image/archival, and the web.
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Helping customers understand investment options is easier with dynamically built, color 401(k) member booklets that include personalized fact sheets and enrollment forms. Complex content combinations can be generated to reflect the options specific to each member or investment group, making every page of every booklet more relevant and useful for the customer.
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Consolidated statements provide customers with a more meaningful view of account information and save corporations tremendous amounts in printing, paper, and mailing costs. Comprehensive account summaries, tables of contents, and flexible formatting options help simplify the presentation of complex information. HP Exstream's application consolidator and sorting and bundling features provide more flexibility in high-volume production and improve overall processing performance and efficiency.
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Start - general overlay
After customers have applied for a new service (e.g., loan or credit card account), correspondence can be generated to confirm acceptance, communicate terms and conditions, and present required regulatory information.
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Financial institutions rely on HP Exstream to supply their customers with an online financial planning tool. Customers can go on the web to use a financial planning application. After they've entered the appropriate information, HP Exstream prepares a personalized financial plan that can be viewed on the web or downloaded as a PDF. With HP Exstream's customization capabilities, results can include multi-dimensional charts, tables and text, as well as investment recommendations to help customers improve the overall value of their portfolio.
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Start - web-based fullfillment overlay
HP Exstream's web-based fulfillment capabilities help organizations meet the growing demand for 24/7 information and services. You can provide robust web applications that allow service representatives, or constituents themselves, to create fully personalized correspondence on demand. You can also generate high-quality PDF, HTML, XML and TIFF files for electronic presentment and archival.
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Start - individual bank overlay
By adding color, graphs, and images, and dynamically incorporating check images into monthly statements at run time, banks can transform routine customer communications into powerful marketing tools. With HP Exstream’s campaign management and tracking features, you can leverage available white space to include targeted messages, based on business rules you establish.
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Start - Pitch Books overlay
Using HP Exstream to create a web-based interactive Pitch Book system to produce customized retirement plan presentations for prospects of all sizes, The Principal reduced total document preparation time for these tools from several hours to 20 minutes and creates a fully customized pitch book with a 75 percent reduction in total cost.
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Start - Welcome Kits and ID Cards overlay
When customers enroll in new insurance plans, you can demonstrate your appreciation of their business and begin building loyalty by delivering timely, personalized new member booklets that help policyholders make the most of benefits and services. Campaign management and tracking ensure your customers receive only the information that matters most to them. And dynamic import of images and text from corporate electronic warehouses makes it easy to incorporate standard language that complies with regulatory requirements.
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Start - Bills overlay
With HP Exstream, you can quickly build transaction-driven tables and data-driven graphics of all types for dynamic incorporation into documents at run time.
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Start - Bundled Services Bills overlay
Telecommunications companies can provide the convenience of all-in-one bills that bundle multiple services on one bill—even from multiple carriers—with HP Exstream’s flexible data handling technology, including dynamic data access, data connectors, and the ability to process an unlimited number of varying input files simultaneously. HP Exstream’s advanced tables and dynamic charting offer dozens of options for data display including pie, bar, line, and calendar charts in full color or 3-D.
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Start - Newsletter overlay
Newsletters are a useful way to connect with constituents, promote upcoming community events, provide information about new services, build awareness, and strengthen the overall relationship. With HP Exstream's customization capabilities, content can be tailored automatically to correspond with each recipient's geographic zone and the particular services, events and messages most likely to be of interest to them.
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Start - Direct Mail overlay
HP Exstream streamlines production processes for personalized direct mail, dynamically creating all resources needed for multiple target output devices, including fonts, images, and overlays in one processing run. And, as the only personalized document creation solution that includes linked campaigns and multi-level tracking for targeted, round-trip campaign management, HP Exstream can help you create successful marketing promotions for your products and services.
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Start - catalogs overlay
While eTailers do a good job of electronic presentment, many are challenged to deliver printed promotional materials to their customers. HP Exstream's publication support and campaign management make it easy to design and deliver professional looking, customized catalogs. Tracking ensures content is consistent and relevant to customer preferences.
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Start - loyalty programs overlay
Loyalty and member programs reward customers and gain valuable information about customer patterns, which can be used to support more effective, personalized promotions. With its ability to produce high-quality graphic and color output, HP Exstream helps maintain consistent branding across all member communications and create customized, targeted messages based on member profiles..
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Start - itineraries overlay
HP Exstream allows travel companies and airlines to generate relevant itineraries and other travel documents tailored directly to the customer, reducing inventory of pre-made booklets through print on-demand. And travelers can expedite check-in with customized boarding tags, created using HP Exstream.
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Start - notices overlay
Creating relevant, legally compliant notices can be a challenge when dealing with varying jurisdictions and regulatory requirements. HP Exstream's compliance support capabilities make it easy to incorporate relevant legislative and regulatory content, as well as public service announcements, helpful tips, and other rules-driven messages directly into notices at run time.
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HP Exstream’s enterprise workflow and compliance support features are ideal for highly regulated industries, enabling compliance administrators to track approval workflow and manage content inclusion or exclusion based on effective dates and jurisdictions. HP Exstream can be directly integrated with archival systems to support market timing compliance requirements and customer service requirements.
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Start - Healthcare EOB overlay
When customers enroll in new insurance plans, you can demonstrate your appreciation of their business and begin building loyalty by delivering timely, personalized new member booklets that help policyholders make the most of benefits and services. Campaign management and tracking ensure your customers receive only the information that matters most to them. And dynamic import of images and text from corporate electronic warehouses makes it easy to incorporate standard language that complies with regulatory requirements.
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Start - policy overlay
Creating complex, customized policies with both dynamic and static content that complies with multiple regulatory requirements for each state can be a significant challenge for insurers. HP Exstream’s automated compliance support, enterprise approval workflow, component library for automatically replicating changes across all documents, and other capabilities help insurers streamline the policy process.
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