The AI Inflection Point in CCM
Financial Services
Communications are the driving force behind good customer experiences
Accurate, consistent, compliant communications are critical to delivering a great customer experience for financial services organizations. Messagepoint provides AI-powered content management that automates and streamlines the work of managing customer communications—so you can deliver the right messages to the right customers at the right time.
Consistency is key to successful communications.
- Correspondence emails and letters
- Marketing communications and incentives
- Policy documents
- Statements
- Investment reports
- Credit cards
- Welcome kits
Why Choose Messagepoint
for Financial Services
Automate the time-consuming work of managing communications
MARCIEAssist, Messagepoint’s agentic AI capability for CCM, transforms how the work of managing communications gets done. Describe what you need, and it automates actions across your content, rules, and communications—while you stay fully in control.
Take control for faster time to market
Stop waiting on IT to update your statements, emails, letters, and promotions. Messagepoint puts content creation and edits in the hands of the business teams—marketers, customer experience, and product teams—so you accelerate time to market from weeks to days and get communications out the door faster.
Remove the complexity of change management
Make a change once—a phone number, logo, disclosure, or product description—and apply it everywhere that content is used. Messagepoint’s intelligent content sharing keeps every communication consistent and compliant, and the best part is: Business users can make the change without IT.
Ensure you’re always in compliance
When state or federal language changes, Messagepoint keeps you compliant. Your legal and compliance experts work right in the system to update, review, and approve regulatory content—then apply it instantly across every affected communication, with the governance and audit trail to prove accuracy across your library.
Streamline communications management
Go from managing hundreds of templates to just one. With patented Variation Management, a master touchpoint shares its structure, text, and graphics with every variant, so a whole library becomes far simpler to manage.
Rationalize inventories and migrate legacy content
Get your communications off legacy systems and into Messagepoint faster and at a fraction of the cost. Rationalizer, Messagepoint's AI-powered migration solution, automates content ingestion and tagging—and rather than simply lifting and shifting, it consolidates and optimizes your content along the way, so you modernize without carrying old problems forward.
