IDC has recognized Newgen as a ‘Leader’ in their MarketScape Worldwide Automated Document Generation (ADG) and Customer Communication Management (CCM). 

 

Newgen Recognized as a ‘Leader’ in the IDC MarketScape

The NewgenONE Omnichannel Customer Engagement Platform delivers document generation as a core CCM capability, enabling AI-powered, context-aware creation, management, and delivery of end-to-end customer communications embedded within enterprise workflows, ensuring personalized, compliant experiences across omnichannel touchpoints.

Capabilities of NewgenONE Document Generation Software

Low-code Template Design for Enterprise Customer Communications

Design engaging, responsive customer communications using ready-to-use, low-code templates without writing code. Configure layout, logic, and personalization rules centrally while enforcing security, compliance, and brand governance. GenAI-driven personalization enhances relevance and accuracy, ensuring communications remain consistent, compliant, and aligned with enterprise branding standards.

Context-aware Personalization Across Customer Touchpoints

Enable responsive, self-service document generation and customer interactions across digital channels through portals and interactive touchpoints. Reduce wait times and improve experience with AI-driven digital sensing that listens to customer interactions in real time, analyzes context and behavior, and continuously refines engagement across channels.

Enterprise-scale Governance, Compliance, and Auditability

Ensure AI-enabled auto-archival of all customer communications with built-in governance to meet regulatory and data protection requirements. Gain real-time visibility with reporting and delivery tracking across channels—including print, email, and web—supporting audit readiness, compliance assurance, and operational transparency at scale

Secure Omnichannel Delivery with Cloud-ready Integration

Leverage a robust integration ecosystem and cloud-ready APIs to enable secure, seamless information flow across enterprise and SaaS applications. Deliver on-demand communications through customers’ preferred digital channels, while GenAI-powered multilingual translation supports real-time, context-aware engagement across global audiences.

Low-code Template Design for Enterprise Customer Communications

Design engaging, responsive customer communications using ready-to-use, low-code templates without writing code. Configure layout, logic, and personalization rules centrally while enforcing security, compliance, and brand governance. GenAI-driven personalization enhances relevance and accuracy, ensuring communications remain consistent, compliant, and aligned with enterprise branding standards.

Context-aware Personalization Across Customer Touchpoints

Enable responsive, self-service document generation and customer interactions across digital channels through portals and interactive touchpoints. Reduce wait times and improve experience with AI-driven digital sensing that listens to customer interactions in real time, analyzes context and behavior, and continuously refines engagement across channels.

Enterprise-scale Governance, Compliance, and Auditability

Ensure AI-enabled auto-archival of all customer communications with built-in governance to meet regulatory and data protection requirements. Gain real-time visibility with reporting and delivery tracking across channels—including print, email, and web—supporting audit readiness, compliance assurance, and operational transparency at scale

Secure Omnichannel Delivery with Cloud-ready Integration

Leverage a robust integration ecosystem and cloud-ready APIs to enable secure, seamless information flow across enterprise and SaaS applications. Deliver on-demand communications through customers’ preferred digital channels, while GenAI-powered multilingual translation supports real-time, context-aware engagement across global audiences.

The Evolution of Document Generation in Enterprise Customer Communications

Stage 1: Paper-based Documents

Historically, data-intensive organizations, including banking and financial institutions, government agencies, and shared services centers, relied on document generation to produce and distribute high volumes of paper-based transactional documents. These included account statements, policy letters, utility bills, and other compliance-driven communications, often supplemented with static, mass promotional content. Document generation at this stage was largely output-focused, designed to meet operational and regulatory needs rather than customer experience.

Stage 2: Digital Documents

Business leaders realized the need for more efficient alternatives to reduce paper-based, manual operations and go digital. This led to the adoption of emails, e-statements, e-bills, and more. Gradually, this trend became the norm, and document generation software was now expected to offer digital capabilities. Organizations also wanted the software to provide features for disbursing personalized promotional offers.

Stage 3: Customer-first Approach

With the emergence of new, interactive digital channels like social media and messengers, the role of document generation software further evolved. Organizations started realizing how critical it is to keep the customers happily engaged and began embracing a customer-first approach. This created the need for more personalized and engaging customer communications. Thus, the need for a modern and efficient system.

Stage 1: Paper-based Documents

Historically, data-intensive organizations, including banking and financial institutions, government agencies, and shared services centers, relied on document generation to produce and distribute high volumes of paper-based transactional documents. These included account statements, policy letters, utility bills, and other compliance-driven communications, often supplemented with static, mass promotional content. Document generation at this stage was largely output-focused, designed to meet operational and regulatory needs rather than customer experience.

Stage 2: Digital Documents

Business leaders realized the need for more efficient alternatives to reduce paper-based, manual operations and go digital. This led to the adoption of emails, e-statements, e-bills, and more. Gradually, this trend became the norm, and document generation software was now expected to offer digital capabilities. Organizations also wanted the software to provide features for disbursing personalized promotional offers.

Stage 3: Customer-first Approach

With the emergence of new, interactive digital channels like social media and messengers, the role of document generation software further evolved. Organizations started realizing how critical it is to keep the customers happily engaged and began embracing a customer-first approach. This created the need for more personalized and engaging customer communications. Thus, the need for a modern and efficient system.

Document Generation Software Vs. Modern CCM Software

Traditional Enterprise Communication

Genric, static content

Batch generated

Print-focused

Mostly outsourced

Modern Customer Engagement

GenAI-powered dynamic, personalized content

AI-driven real-time, on-demand, and batch processing

AI-driven real-time, on-demand, and batch processing

Multiple-channel delivery

In-house

Turn Customer Communications into Intelligent Engagement

Explore how AI-first Document Generation, embedded within a modern CCM platform, helps enterprises deliver compliant, personalized communications that adapt in real time.

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Customers
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Customer Speak
Quote Icon
Using NewgenONE solution, I can (easily) build a customization solution for our company on the platform instead of buying different end-point solutions that only solve one problem statement.
Using NewgenONE solution, I can (easily) build a customization solution for our company on the platform instead of buying different end-point solutions that only solve one problem statement.
Using NewgenONE solution, I can (easily) build a customization solution for our company on the platform instead of buying different end-point solutions that only solve one problem statement.

Bryan Wilken

Bryan Wilken

CIO & COO

Bank Midwest

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Newgen has proven to be a true partner in our efforts to improve our customers’ online account opening experience. The flexibility of their low-code platform allowed us to accommodate our three brands under one solution easily and made the implementation seamless.
Newgen has proven to be a true partner in our efforts to improve our customers’ online account opening experience. The flexibility of their low-code platform allowed us to accommodate our three brands under one solution easily and made the implementation seamless.
Newgen has proven to be a true partner in our efforts to improve our customers’ online account opening experience. The flexibility of their low-code platform allowed us to accommodate our three brands under one solution easily and made the implementation seamless.
Steve

Steven Gutierrez

Steven Gutierrez

Digital Onboarding Director – Deposits

Centennial Bank

Customer Speak
Quote Icon
Using NewgenONE solution, I can (easily) build a customization solution for our company on the platform instead of buying different end-point solutions that only solve one problem statement.
Using NewgenONE solution, I can (easily) build a customization solution for our company on the platform instead of buying different end-point solutions that only solve one problem statement.
Using NewgenONE solution, I can (easily) build a customization solution for our company on the platform instead of buying different end-point solutions that only solve one problem statement.

Bryan Wilken

Bryan Wilken

CIO & COO

Bank Midwest

Quote Icon
Newgen has proven to be a true partner in our efforts to improve our customers’ online account opening experience. The flexibility of their low-code platform allowed us to accommodate our three brands under one solution easily and made the implementation seamless.
Newgen has proven to be a true partner in our efforts to improve our customers’ online account opening experience. The flexibility of their low-code platform allowed us to accommodate our three brands under one solution easily and made the implementation seamless.
Newgen has proven to be a true partner in our efforts to improve our customers’ online account opening experience. The flexibility of their low-code platform allowed us to accommodate our three brands under one solution easily and made the implementation seamless.
Steve

Steven Gutierrez

Steven Gutierrez

Digital Onboarding Director – Deposits

Centennial Bank

Quote Icon
Newgen has the ability to automate many of the items that have a large compliance risk. With the implementation of these items my team has been able to improve compliance audits to above 98% consistently. As a business partner when there is a change needed Newgen tries to identify quick solutions to ensure the team continues to function to the high quality expected within the appeals department. Response time and root cause is above expectations with communication back to business within hours of submitting the concern.
Newgen has the ability to automate many of the items that have a large compliance risk. With the implementation of these items my team has been able to improve compliance audits to above 98% consistently. As a business partner when there is a change needed Newgen tries to identify quick solutions to ensure the team continues to function to the high quality expected within the appeals department. Response time and root cause is above expectations with communication back to business within hours of submitting the concern.
Newgen has the ability to automate many of the items that have a large compliance risk. With the implementation of these items my team has been able to improve compliance audits to above 98% consistently. As a business partner when there is a change needed Newgen tries to identify quick solutions to ensure the team continues to function to the high quality expected within the appeals department. Response time and root cause is above expectations with communication back to business within hours of submitting the concern.

Angela Perkins

Angela Perkins

Manager – Appeals and Grievances

Centene

Real Outcomes Across Industries
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All you need to know about Document Generation Software

Document generation software automatically creates data-driven documents, contracts, invoices, statements, letters, proposals, using predefined templates and business rules. It replaces manual creation, improves accuracy, and enables scalable, personalized communications across print and digital channels.

Enterprises manage thousands of recurring communications. Automated document generation reduces manual effort, ensures consistency, supports compliance, speeds up turnaround, and improves customer experience across banking, insurance, government, and shared-service operations.

Document generation has moved from manual print-heavy workflows to digital documents and now to real-time, personalized omnichannel communications. Modern platforms support data-driven templates, AI-powered personalization, and delivery across email, mobile, portals, and print.

A modern solution should offer:

  • Low-code/no-code template design
  • AI/GenAI personalization
  • Multichannel delivery
  • Real-time and batch generation
  • Secure APIs and integrations
  • Compliance, audit trails, and archival
  • Scalability for high-volume use

Newgen provides low-code template design, GenAI-based personalization, omnichannel delivery, automated archival, strong security, and real-time analytics. It reduces manual effort, improves accuracy, and helps enterprises meet compliance, customer experience, and operational efficiency goals.

Yes. Modern platforms offer audit logs, retention policies, version control, multilingual output, automated archival, and secure delivery. This ensures adherence to banking, insurance, government, and data-protection regulatory standards.

Integration is done via APIs, connectors, and event triggers. Document generation pulls data from CRM, ERP, billing, LOS, policy admin, or case management systems, generates documents automatically, routes them through workflows, and distributes them across print or digital channels.

Traditional tools focus on static, print-based batch documents with limited personalization. Modern platforms deliver dynamic content, real-time generation, AI-driven personalization, multichannel output, low-code template creation, and enterprise-grade governance.

ROI improves when organizations:

  • Reduce manual content creation
  • Use low-code templates for faster updates
  • Apply personalization to boost engagement
  • Automate compliance and archival
  • Shift from print to digital delivery
    These drive cost reduction, faster turnaround, and improved customer experience.

Common use cases include:

  • Statements and bills
  • Policy documents and certificates
  • Onboarding kits and welcome letters
  • Regulatory notices and disclosures
  • Loan documents and agreements
  • Service letters and confirmations
  • Quotes, proposals, and approvals

 

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