Case Study

Long standing UK mutual society builds strong customer relationships with clear, consistent, and timely communications

Long standing UK mutual society builds strong customer relationships with clear, consistent, and timely communications

Pages 2 Pages

Overview For years, Wesleyan Assurance Society relied on manual processes and hard-coded letters for its customer-facing communications. The business lacked the agility it needed to revise documents quickly in response to customer, product or regulatory changes, making it difficult to keep messaging consistent and demonstrate its market leadership and expertise. To improve customer experiences and the quality and timeliness of communications, Wesleyan Assurance turned to Precisely to create a more flexible, template-based approach to document composition. As a result, the mutual society is building stronger customer relationships and realizing compliance benefits. Business challenge “The documentation and letters that we send to our members reflect who we are as a business,”

Join for free to read