The Document Production component of eXii satisfies the paper trail requirements of the customer, the business and the legal entities that supervise and regulate the selling and administering of financial products and services.
Fully automated and totally configurable, this component finally obviates the need to have teams of clerks composing, issuing and filing documents throughout the enterprise. Taking its lead from Customer Manager, Events Manager and many other eXii components (including product-specific components like UCI), Document Production is capable of composing and issuing as few or as many types of document as are required.
Simple templates – which take experienced users of mainstream word processing packages only seconds to create – are brought together with the powerful real-time data processing power of eXii to fulfil the arduous obligation of the company towards hard-copy documentation.
The Financial Services Agency decides that all providers of certain pension products must supply additional information to their customers. The information to be provided is dependent on the type and value of the pension product.
Most financial services companies spend weeks interrogating their customer databases and splitting them according to product types and then according to fund value. Those who have placed eXii at the heart of their business are able to perform this task in a fraction of the time and gain additional advantage by drafting or amending existing template documents which automatically pull the relevant data and print it. What will be an expensive and arduous task for the vast majority of companies has been reduced to a relatively simple and almost entirely automated process, without the need for third party intervention.
eXii brings the technology, while Document Production brings the facility to make this happen. Easy to use and developed with the commercial needs of the business and its customers uppermost in mind, eXii puts you back in control of your business.