Document Generation

Newgen Omnichannel Customer Engagement Platform‘s document generation capability lets you design, manage, and distribute end-to-end communications from one centralized platform and helps deliver superior experience through personalized communications across channels.

How has document generation evolved?

• **Stage 1: Paper-based Documents: **Historically, data-intensive organizations, including banking and financial institutions, government agencies, and shared services centers, focused on document generation to share large volumes of paper-based transactional documents via email. These documents comprised account statements, policy letters, utility bills, and other documents with any transactional information with mass promotional details (if any).
• **Stage 2: Digital Documents: **Business leaders realized the need for more efficient alternatives to reduce paper-based, manual operations and go digital. This led to the adoption of emails, e-statements, e-bills, and more. Gradually, this trend became the norm, and document generation software was now expected to offer digital capabilities. Organizations also wanted the software to provide features for disbursing personalized promotional offers.
• **Stage 3: Customer-First Approach: **With the emergence of new, interactive digital channels like social media and messengers, the role of document generation software further evolved. Organizations started realizing how critical it is to keep the customers happily engaged and began embracing a customer-first approach. This created the need for more personalized and engaging customer communications. Thus, the need for a modern and efficient system.

Features

• **User-friendly Template Design: **Design engaging customer communications with user-friendly and ready-to-use templates that do not require any coding. Configure responsive communications and apply personalization rules while maintaining security. Furthermore, ensure personalized, effective, and compliant communications in line with your branding guidelines
• **Personalized Customer Experience: **Enable responsive customer interactions across channels and document generation through self-service portals. Reduce the customer’s wait time and deliver a delightful experience. Leverage digital sensing to listen to your customers across channels in real-time and analyze their interactions
• **Scalability and Compliance: **Ensure auto-archival of every communication while complying with regulatory and data protection requirements. Generate real-time reports and track delivery of communications across various channels, including print, email, and web
• **Seamless and Secure Communications: **Leverage integration ecosystem and cloud-ready APIs for SaaS applications to ensure seamless and secure information flow across systems. Interact with your customers on-demand through their preferred digital channels. Secure communication content in various forms to enhance information accessibility and faster retrieval