Newgen Omnichannel Customer Engagement Platform‘s document generation capability lets you design, manage, and distribute end-to-end communications from one centralized platform and helps deliver superior experience through personalized communications across channels.

How has document generation evolved?

Stage 1: Paper-based Documents

Historically, data-intensive organizations, including banking and financial institutions, government agencies, and shared services centers, focused on document generation to share large volumes of paper-based transactional documents via email. These documents comprised account statements, policy letters, utility bills, and other documents with any transactional information with mass promotional details (if any).

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, focused on document generation to share large volumes of paper-based transactional documents via email. These documents comprised account statements, policy letters, utility bills, and other documents with any transactional information with mass promotional details (if any).

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

Personalized, dynamic content

Real-time, on-demand, batch

Agile, responsive, low-code driven

Multiple-channel delivery

In-house

Capabilities of Newgen Docuement Generation Software

User-friendly Template Design

Design engaging customer communications with user-friendly and ready-to-use templates that do not require any coding. Configure responsive communications and apply personalization rules while maintaining security. Furthermore, ensure personalized, effective, and compliant communications in line with your branding guidelines

Personalized Customer Experience

Enable responsive customer interactions across channels and document generation through self-service portals. Reduce the customer’s wait time and deliver a delightful experience. Leverage digital sensing to listen to your customers across channels in real-time and analyze their interactions

Scalability and Compliance

Ensure auto-archival of every communication while complying with regulatory and data protection requirements. Generate real-time reports and track delivery of communications across various channels, including print, email, and web

Seamless and Secure Communications

Leverage integration ecosystem and cloud-ready APIs for SaaS applications to ensure seamless and secure information flow across systems. Interact with your customers on-demand through their preferred digital channels. Secure communication content in various forms to enhance information accessibility and faster retrieval

User-friendly Template Design

Design engaging customer communications with user-friendly and ready-to-use templates that do not require any coding. Configure responsive communications and apply personalization rules while maintaining security. Furthermore, ensure personalized, effective, and compliant communications in line with your branding guidelines

Personalized Customer Experience

Enable responsive customer interactions across channels and document generation through self-service portals. Reduce the customer’s wait time and deliver a delightful experience. Leverage digital sensing to listen to your customers across channels in real-time and analyze their interactions

Scalability and Compliance

Ensure auto-archival of every communication while complying with regulatory and data protection requirements. Generate real-time reports and track delivery of communications across various channels, including print, email, and web

Seamless and Secure Communications

Leverage integration ecosystem and cloud-ready APIs for SaaS applications to ensure seamless and secure information flow across systems. Interact with your customers on-demand through their preferred digital channels. Secure communication content in various forms to enhance information accessibility and faster retrieval

Organizations looking for an advanced content platform capable of scaling for heavy workloads and that need deployment flexibility and advanced automation and AI capabilities should consider Newgen.

The Forrester Wave™: Content Platforms, Q1 2023

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Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Greg-Sullins

Greg Sullins

Greg Sullins

Executive Vice President

Wilson Bank & Trust

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With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
Michael-decouto

Michael DeCouto

Michael DeCouto

Chief Digital & Marketing Officer

Clarien Bank Bermuda

Customer Speak
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Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Greg-Sullins

Greg Sullins

Greg Sullins

Executive Vice President

Wilson Bank & Trust

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With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
Michael-decouto

Michael DeCouto

Michael DeCouto

Chief Digital & Marketing Officer

Clarien Bank Bermuda

Customers Speak
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Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Greg-Sullins

Greg Sullins

Greg Sullins

Executive Vice President

Wilson Bank & Trust

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With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
Michael-decouto

Michael DeCouto

Michael DeCouto

Chief Digital & Marketing Officer

Clarien Bank Bermuda

Customers Speak
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With Newgen’s low code digital automation platform, we have been able to digitize most of the paperwork in a centralized repository. Our operational efficiency has improved significantly by automating the manual processes. The easy and quick customer validation process has significantly reduced the processing time of personal and housing loans. The real-time reporting functionality has enhanced process visibility and control. We are glad to have Newgen as our technology partner for over a decade and has helped us stay current, compliant, and competitive with its products.
With Newgen’s low code digital automation platform, we have been able to digitize most of the paperwork in a centralized repository. Our operational efficiency has improved significantly by automating the manual processes. The easy and quick customer validation process has significantly reduced the processing time of personal and housing loans. The real-time reporting functionality has enhanced process visibility and control. We are glad to have Newgen as our technology partner for over a decade and has helped us stay current, compliant, and competitive with its products.
With Newgen’s low code digital automation platform, we have been able to digitize most of the paperwork in a centralized repository. Our operational efficiency has improved significantly by automating the manual processes. The easy and quick customer validation process has significantly reduced the processing time of personal and housing loans. The real-time reporting functionality has enhanced process visibility and control. We are glad to have Newgen as our technology partner for over a decade and has helped us stay current, compliant, and competitive with its products.
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Dr. Tariq Saleh Taha

Dr. Tariq Saleh Taha

Chief Retail Banking Officer

Bank Dhofar

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Using Newgen’s online account opening software, built on a low code digital automation platform, has enabled Fidelity Bank to digitize and standardize its account opening process. Hitherto, the process required various manual hand-offs, resulting in high turnaround time and errors. With Newgen’s software, the bank has witnessed a reduction in operational expenses and an improvement in the customer response time, thereby enhancing customer experience. Newgen has proven to be a reliable partner in our digital transformation journey.
Using Newgen’s online account opening software, built on a low code digital automation platform, has enabled Fidelity Bank to digitize and standardize its account opening process. Hitherto, the process required various manual hand-offs, resulting in high turnaround time and errors. With Newgen’s software, the bank has witnessed a reduction in operational expenses and an improvement in the customer response time, thereby enhancing customer experience. Newgen has proven to be a reliable partner in our digital transformation journey.
Using Newgen’s online account opening software, built on a low code digital automation platform, has enabled Fidelity Bank to digitize and standardize its account opening process. Hitherto, the process required various manual hand-offs, resulting in high turnaround time and errors. With Newgen’s software, the bank has witnessed a reduction in operational expenses and an improvement in the customer response time, thereby enhancing customer experience. Newgen has proven to be a reliable partner in our digital transformation journey.
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Mr. Simon Adu-Gyamfi

Mr. Simon Adu-Gyamfi

Director, Banking Operations

Fidelity Bank Ghana Limited

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With Newgen’s contextual content services (ECM) product suite, we have successfully digitized our manual contracts filing. Newgen’s ECM is available to our users both in English and French, thereby making it easy for users to access the content in their preferred language. The important reasons for adopting this product was its ability to seamlessly integrate with internal systems, user friendliness, and contentious support/engagement. Newgen team ensured all compliance requirements. We are happy to engage with Newgen and look forward to leveraging their products for our current and future digital requirements.
With Newgen’s contextual content services (ECM) product suite, we have successfully digitized our manual contracts filing. Newgen’s ECM is available to our users both in English and French, thereby making it easy for users to access the content in their preferred language. The important reasons for adopting this product was its ability to seamlessly integrate with internal systems, user friendliness, and contentious support/engagement. Newgen team ensured all compliance requirements. We are happy to engage with Newgen and look forward to leveraging their products for our current and future digital requirements.
With Newgen’s contextual content services (ECM) product suite, we have successfully digitized our manual contracts filing. Newgen’s ECM is available to our users both in English and French, thereby making it easy for users to access the content in their preferred language. The important reasons for adopting this product was its ability to seamlessly integrate with internal systems, user friendliness, and contentious support/engagement. Newgen team ensured all compliance requirements. We are happy to engage with Newgen and look forward to leveraging their products for our current and future digital requirements.
Vinodanand-jha

Vinodanand Jha

Vinodanand Jha

Sr. Vice President – Information Technology and Administration

Olam International Ltd. Gabon

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We have successfully completed over 3 years of Go Live with Newgen as one of our valuable IT partner. Implementation of Newgen product has successfully addressed challenges faced by TCI related to Accounts Payable Project. Post successful Go Live, Newgen has worked closely with TCI team to implement change requests which have enhanced user experiences over period of time.
We have successfully completed over 3 years of Go Live with Newgen as one of our valuable IT partner. Implementation of Newgen product has successfully addressed challenges faced by TCI related to Accounts Payable Project. Post successful Go Live, Newgen has worked closely with TCI team to implement change requests which have enhanced user experiences over period of time.
We have successfully completed over 3 years of Go Live with Newgen as one of our valuable IT partner. Implementation of Newgen product has successfully addressed challenges faced by TCI related to Accounts Payable Project. Post successful Go Live, Newgen has worked closely with TCI team to implement change requests which have enhanced user experiences over period of time.
amit-sadhwani

Amit Sadhwani

Amit Sadhwani

GM Finance

Travel Corporation of India

Customers Speak
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Any improvement starts from a pebble idea; I always believe projects are generated by pebble ideas—ideas which create ripples of transformation. So, here the pebble idea was to capture optical character recognition (OCR) in the invoices. This led to the massive overhauling of systems and underlying processes. With Newgen’s digital transformation platform, we developed such a unique system that hyper-drives and empowers more efficient, optimal processes. The benefits are reaped at the scale at which we operate, bringing all business units together under one umbrella. The system went live just before the break of the pandemic, making our team well-equipped to carry out our operations from the safety of our homes. We would have been badly stuck, if not for this system.
Any improvement starts from a pebble idea; I always believe projects are generated by pebble ideas—ideas which create ripples of transformation. So, here the pebble idea was to capture optical character recognition (OCR) in the invoices. This led to the massive overhauling of systems and underlying processes. With Newgen’s digital transformation platform, we developed such a unique system that hyper-drives and empowers more efficient, optimal processes. The benefits are reaped at the scale at which we operate, bringing all business units together under one umbrella. The system went live just before the break of the pandemic, making our team well-equipped to carry out our operations from the safety of our homes. We would have been badly stuck, if not for this system.
Any improvement starts from a pebble idea; I always believe projects are generated by pebble ideas—ideas which create ripples of transformation. So, here the pebble idea was to capture optical character recognition (OCR) in the invoices. This led to the massive overhauling of systems and underlying processes. With Newgen’s digital transformation platform, we developed such a unique system that hyper-drives and empowers more efficient, optimal processes. The benefits are reaped at the scale at which we operate, bringing all business units together under one umbrella. The system went live just before the break of the pandemic, making our team well-equipped to carry out our operations from the safety of our homes. We would have been badly stuck, if not for this system.
Liza Montelibano

Liza Montelibano

Liza Montelibano

Chief Financial Officer & Corporate Information Officer

Aboitiz Power Corporation

Customers Speak
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Any improvement starts from a pebble idea; I always believe projects are generated by pebble ideas—ideas which create ripples of transformation. So, here the pebble idea was to capture optical character recognition (OCR) in the invoices. This led to the massive overhauling of systems and underlying processes. With Newgen’s digital transformation platform, we developed such a unique system that hyper-drives and empowers more efficient, optimal processes. The benefits are reaped at the scale at which we operate, bringing all business units together under one umbrella. The system went live just before the break of the pandemic, making our team well-equipped to carry out our operations from the safety of our homes. We would have been badly stuck, if not for this system.
Any improvement starts from a pebble idea; I always believe projects are generated by pebble ideas—ideas which create ripples of transformation. So, here the pebble idea was to capture optical character recognition (OCR) in the invoices. This led to the massive overhauling of systems and underlying processes. With Newgen’s digital transformation platform, we developed such a unique system that hyper-drives and empowers more efficient, optimal processes. The benefits are reaped at the scale at which we operate, bringing all business units together under one umbrella. The system went live just before the break of the pandemic, making our team well-equipped to carry out our operations from the safety of our homes. We would have been badly stuck, if not for this system.
Any improvement starts from a pebble idea; I always believe projects are generated by pebble ideas—ideas which create ripples of transformation. So, here the pebble idea was to capture optical character recognition (OCR) in the invoices. This led to the massive overhauling of systems and underlying processes. With Newgen’s digital transformation platform, we developed such a unique system that hyper-drives and empowers more efficient, optimal processes. The benefits are reaped at the scale at which we operate, bringing all business units together under one umbrella. The system went live just before the break of the pandemic, making our team well-equipped to carry out our operations from the safety of our homes. We would have been badly stuck, if not for this system.
Liza Montelibano

Liza Montelibano

Liza Montelibano

Chief Financial Officer & Corporate Information Officer

Aboitiz Power Corporation

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Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Greg-Sullins

Greg Sullins

Greg Sullins

Executive Vice President

Wilson Bank & Trust

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All you need to know about Document Generation Software

Document generation is an essential component of any business. Organizations rely on various documents for communicating with customers to keep them abreast with new updates and important information. Besides keeping customers informed, these communications also play a key role in generating new business and tapping various up-sell and cross-sell opportunities.

However, enterprises need to stay competitive and streamline their key processes, including generating documents, to flourish in the modern age. This blog shares insights on how you can crack the document generation code.

Document generation software simplifies and accelerates the complete process by automatically creating documents based on pre-defined rules and templates. It helps in generating data-driven documents, such as contracts, invoices, sales proposals, forms, work orders, and others, that are essential for organizations ranging from banks, insurers, and governments to telecoms.

As organizations’ communication needs evolved, from archaic paper-based methods to fast-paced, digital channels, sticking with traditional software is no longer an option.

Traditional document generation software fall short in the below areas:

  • Primarily focused on generating generic and static content
  • Capable of delivering printed, batch-generated communications only
  • Highly dependent on back-office and IT departments
  • Meant for on-premises deployment
  • Unable to comply with various security and regulatory standards

Furthermore, this software lacks the capability for capturing inbound communications and might slow down your organization’s time-to-market.

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