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Reports on Financial Services published by Exstream Software

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sponsored by Exstream Software

CASE STUDY - Merrill Lynch recognized the value in creating a consolidated statement that shows how all of their solutions work together. The "Relationship Statement" was designed to provide clients with a report on all aspects of their money - providin...
Posted: April 24, 2008 | Published: January 1, 2006

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Topics:  Financial Services | Loans | Software | Testing

sponsored by Exstream Software

WHITE PAPER - In today's highly competitive environment, providing timely and relevant policyholder communications is critical. Exstream Software's Dialogue enterprise personalization solution allows insurers to create, manage, and deliver the fu...
Posted: April 24, 2008 | Published: April 1, 2004

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Topics:  CRM | Financial Services | Hardware | Insurance Industry | Personalization | Software

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