Improve efficiency in Wealth Management

Thunderhead NOW changes the economics of communicating with your clients – drastically reducing costs through automation and process improvement.

Overview

Streamline key communications processes

  • Consolidate disparate templates into a centrally managed process
  • Generate real-time correspondence across thousands of users in your call center
  • Service hundreds of thousands of customers with on-demand document delivery

Release IT resources

  • Simplify production by empowering business users to create and manage customer communications. IT is then free to focus on strategic issues, aligning resources more closely to the changing needs of the organization

Consolidate IT infrastructure

  • Consolidate all of your legacy document generation and automation systems onto one platform, for greater efficiency at lower cost; and enhance control, consistency and quality across customer communications

Reduce operational costs

  • Significantly reduce operational costs by enabling efficiency gains through straight-through-processing and leveraging electronic delivery channel for print replacement or substitution
  • Increase efficiency and reduce costs by eliminating manual steps and integrating correspondence into STP claims processing initiatives.
  • Support e-business initiatives through the use of ACORD XML standards and SOA

Reduce IT costs

  • Taking IT out of the template development process reduces time, cost and effort. Changes can be made in minutes rather than days, speeding response and improving time to market

Reduce compliance costs

  • Simplify customer communications by allowing content (regulatory language, legal terms, disclaimers etc) to be held centrally and instantly shared across the enterprise, for greater consistency and business agility

Case studies, video, downloads

Thunderhead was the only solution to fully meet all of AMP's requirements as well as offering much greater business control over the generation and management of its customer documents. Moreover, AMP was impressed with the future potential not only of the Thunderhead product but also of the company itself.AMP
Press Release, New Partner, Wealth Management - AMP deepens relationships with customers to drive customer advocacy
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Thunderhead’s NOW solution was selected to support the enablement and execution of Indiana Farm Bureau Insurance’s strategy.Indiana Farm Bureau
Press Release, New Partner, Insurance - Indiana Farm Bureau speeds time to market and improves customer relations
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