Exstream Software, Inc. announced Concord Equity Group Advisors (Concord), a leader in outsourced wealth management solutions, has selected its market-leading Dialogue enterprise personalization software to provide its financial services clients with turnkey solutions for delivering clearer, more relevant on-demand financial reporting to their clients-giving them full control over content creation without large upfront costs or ongoing maintenance expense. Concord also plans to use Dialogue as a rapid development prototype tool to assist clients in testing the viability of sales and marketing campaigns without a huge investment.
Key drivers in Concord's selection of Dialogue included its high-performance engine, flexibility, ease of use, collaborative design environment and ability to integrate seamlessly with the company's existing CRM system. Clients will have the option of using a web browser to easily create rules-based variable content for incorporation into documents at run time. Additionally, Concord will take advantage of Dialogue's ability to dynamically include a wide variety of data-driven charts that come alive through the use of color, multiple dimensions and slice explosion to help clients differentiate themselves in a crowded marketplace.
"In a global economy, you can't be experts at everything and you don't have to be. Adding Dialogue to our core offerings adds significantly to the ease of outsourcing for our clients," said Lee Argush, executive managing director for Concord Equity Group Advisors. "With Dialogue, we can offer clients the ability to directly collaborate on document creation over the web, or we can house a library of components for them to create their personalized documents. Either way, we make it possible to dynamically build correspondence that is more meaningful to the recipient. In both instances, time and money will be saved, which makes everyone happy."
"There is a clear need for financial services organizations to link all of a customer's information together to produce dynamic, personalized communications that meet the requirements of the corporation, the investment advisors, and most importantly, the clients," said Brent Burns, group vice president, financial services at Exstream Software. "Concord provides a singular outsourced focus that enables its clients to compete vigorously with document solutions that meet their customers' needs, allowing them to further differentiate themselves and grow their business. We are pleased Dialogue is adding value to this important initiative."
About Concord Equity Group Advisors
Concord Equity Group Advisors delivers world-class advisory programs and technology to financial services companies ranging from Broker Dealers and Clearing Firms to Investment Advisors and Trust Banks. Concord has established itself as a solution for financial institutions to effectively grow their businesses while focusing on its core competencies of asset management and marketing. Utilizing a robust technology platform delivered via an internet/intranet connection through a web-based browser, financial services firms can quickly ramp up their offerings and manage their growth without large upfront costs and ongoing maintenance. Visit www.cegadvisors.com for more information.
About Exstream Software, Inc.
Headquartered in Lexington, Kentucky, USA, Exstream Software provides a single platform for businesses around the world to create and manage higher quality, fully personalized communications of all types for delivery through batch, real-time and interactive channels. Companies in the financial services, insurance, service provider, telecommunications, utilities, hospitality, government and other industries benefit by getting communications to market as much as 85 percent faster, reducing document production costs up to 80 percent, and as much as tripling customer response.
For more information about Exstream Software and our market-leading Dialogue enterprise personalization software, visit www.exstream.com, or contact Exstream at 859-296-0600 or info@exstream.com.