Diversified Investment Advisors Selects Exstream’s Dialogue Live Software
Leading National Investment Advisory Firm Enhances Business Processes with Interactive Document Capabilities
Exstream Software, LLC announced today that Diversified Investment Advisors, a national investment advisory firm specializing in retirement plans, has chosen Dialogue Live, its groundbreaking software that provides companies with a common infrastructure for managing the editing of all types of interactive documents across the enterprise. Diversified has been using Dialogue, Exstream’s market-leading enterprise document automation software, since 2004 for straight-through processing of its retirement communications. Fully integrated with Dialogue, the addition of Dialogue Live makes it possible for the company to ensure accuracy and control costs through centralized document production and fulfillment, while giving customer-facing employees the flexibility and autonomy they need to interactively complete personalized communications at the point of need.
“Diversified saw the benefit of giving users more control over the customization of our communications, but we also wanted to make sure the fulfillment process remained well-orchestrated and efficient. Dialogue Live’s integration with Dialogue allows us to combine the best of both data-driven and user-driven document creation,” said Jami Wysota, vice president, Diversified Investment Advisors. “Giving functional groups a self-service model where they can have control over their documents and providing the efficiency necessary to keep production costs in check is a huge advantage for us.”
“Accessing Dialogue Live through a web browser, Diversified’s sales, marketing, and client relationship staff can provide a higher quality customer experience by inserting relevant images and targeted messages directly in to customer documents using the intelligent, interactive interface. They can also select delivery options that meet the customer’s needs and preferences. Once the interactive document templates are completed the final output is sent directly to Dialogue’s production environment for fulfillment and other back-end processing. The company plans to use Dialogue Live for a number of customized communications, including enrollment booklets, sales prospect materials, posters, and postcards.
“It’s exciting to know companies no longer have to choose between cost and control when seeking to connect in a more meaningful way with customers,” said Brent Burns, vice president of Exstream’s financial services practice. “Dialogue Live is a perfect solution for companies like Diversified Investment Advisors that want to create a better customer experience with user-created communications and still manage fulfillment at a corporate level.”
About Diversified Investment Advisors
Diversified Investment Advisors, Inc., an AEGON company, is a national investment advisory firm specializing in retirement plans. The company’s expertise covers the entire spectrum of defined benefit and defined contribution plans, including: 401(k) and 403(b) (Traditional and Roth); 457; non-qualified deferred compensation; profit sharing; money purchase; cash balance and Taft-Hartley plans; and rollover and Roth IRA. Diversified helps more than 1.3 million participants save and invest wisely for and through retirement.
Headquartered in Purchase, NY, the company’s regional offices are located in Arkansas, California, Illinois, Iowa, Louisiana, Maryland, Massachusetts, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, and Wisconsin. To learn more, visit www.divinvest.com
About Exstream Software:
Ranked among the world’s fastest growing technology companies, Exstream Software provides enterprise software solutions for businesses around the world to streamline document creation processes and produce higher quality, relevant communications of all types for delivery through print/mail and online channels. Customers in many 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. Visit Exstream at www.exstream.com, or contact +1 859-296-0600 or info@exstream.com for more information.
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