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How Financial Services and Banks Engage Customers and Drive Growth Using Eloquence CCM

Download our case study to see how Cincom Eloquence® helped a financial firm simplify their customer communication processes.

Case Studies

Creating documents has never been easier.

Whether you're using Word or a legacy system, you need a solution that allows you to easily and effectively design, deploy, deliver and manage customer documents quickly and accurately—in turn, boosting your customer experience.

Effectively design documents

You need a CCM solution that is easy to use.

Say goodbye to manual entering of data, having to access documents in multiple applications and tedious management processes—causing you to be prone to errors and costing you in time and money.

Cincom Eloquence is user-friendly and streamlines customer communications processes across your entire enterprise—minimizing compliance risks, reducing operating costs and increasing your speed to market.

Everence consolidated its template library
by 15%.

You need a CCM solution that is easy to integrate.

Right now, you're having to go to multiple applications to get what you need, you need programming expertise to create document templates and your application is inflexible to integrations—leading to slow response to template creation, an inability to ensure compliance and unmanageable template inventory.

With Cincom Eloquence, you can easily integrate with core applications to create more seamless, automated processes between departments—improving access to systems, accelerating productivity and creating a faster, more effective compliance review.

Everence reduced average template development time
by 25%.

Get dynamic communications with Cincom Eloquence.

Empower any business user to create complex, custom documents easily with a familiar interface that supports advanced logic.

  • Use if/then logic to insert custom details like member information, compliance paragraphs, and policy-specific content.
  • Save time with reusable document components saved in your system, ready to insert with one click.
  • Ensure compliance and accuracy with data from all stakeholders and sources integrated in one system.

We strive to lead by example.

Implementation capabilities ★★★★★
Ease of integration ★★★★
Post-implementation services ★★★★
Features and functions ★★★★★

98%
Customer
Retention

…based on a recent Aite-NOVARICA report.

Increase speed-to-market for your member communications.

Debra Espe of Independent Health shares how Cincom Eloquence® helped her team reduce dependence on IT and get more communications out the door, faster.

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We help
companies
like yours.

We’ve seen significant savings using Eloquence, while also producing simpler, more personalized documents for our customers.

Brent Hochstetler, IT Application Services Manager

Why Cincom?

Cincom Eloquence is used by
100+ companies.
Cincom Eloquence

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