Customer communications management
Transform every touchpoint. Elevate every experience.
People. Platform. Protection.
Only CCM360 combines all three in an end-to-end, cloud-based solution that goes beyond software to support your entire CCM workflow—from document design and content creation to omnichannel distribution, online access, and secure archiving. Leave it all to our national team and decades of experience in highly regulated industries.
The result is compliant, hyper-personalized customer communications that blend regulatory and marketing seamlessly across print and digital channels.
CCM360 gives you the power to personalize every touchpoint and the flexibility to meet large-scale communication needs
- Turn regulatory statements into marketing opportunities.
- Amend tax documents.
- Engage customers and streamline operations.
- Maintain regulatory compliance with ease.
Built for security, compliance, and business continuity
Effortlessly integrate regulatory and marketing
CCM360 lets you communicate with customers their way, enhancing statements, bills, letters and more with special promotions and personalized offers. Never miss an opportunity to showcase your products and strengthen customer relationships while maintaining compliance.
Robust security
Safeguard sensitive customer data and maintain regulatory compliance.
E-presentment and archive
Give customers easy online access to data. Ensure secure storage and compliance.
A powerful
composition engine
Create dynamic, brand-consistent content tailored to each customer’s needs.
Interactive documents
Let customers interact with their data and choose how they view it.
Automation and
workflow optimization
Streamline processes like approvals and submissions to improve efficiency and reduce errors.
Omnichannel delivery
Communicate seamlessly and consistently across print, email, SMS, web portals, and more.
Simplify every aspect of your customer communications
Robust e-delivery
DocuHub simplifies e-presentment and archiving of personalized customer communications, with features including preference management and SSO. Search and view customer records with ease. Enhance customer support while maintaining compliance.
Effortless amendment
of tax documents
TaxHub is a single source for all your current customer tax information. All document changes are automatically carried through to production, delivery, and filing for fully auditable, WCAG-compliant documents with full revision history and built-in, configurable approvals.
Automated content creation
and editing
DCMFlex™ lets you create customized, brand-approved templates that hyper-personalize content while locking down compliance. You can also cascade any changes across all relevant assets so that crucial elements like terms & conditions or pricing remain consistent.
Fast-track digital adoption, improve customer satisfaction
Leverage the full power of data-driven automation to maximize efficiency and impact for more effective customer communications.
With CCM360, workflows are faster and smoother, customer service teams are more collaborative, compliance is automatic, and financial statements are more relevant because their content is based on customer data.
Integration with
core systems
Pull customer data from key sources like your CRM, ERP, transactional databases, and third-party platforms.
Heightened
security
Tighten security and reduce the risk of data breaches while benefiting from marketing engagement and more cohesive customer communication strategies.
Data-driven
personalization
Send highly targeted, relevant messages at the right time in customers’ preferred channels, helping you gain insights and drive longer-term customer loyalty.
An omnichannel
experience
Give customers the seamless experience they expect across the communication channels they prefer, such as email, social, chat, SMS, and more.
Cost-savings
Reduce costs associated with resource-intensive manual processes and paper-based communications.
Built-in
sustainability
Drive paperless initiatives in one unified, user-friendly platform as part of your ESG strategy.
