NewgenONE Platform
Document Generation
Choose Newgen’s customer engagement platform for your document generation needs
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.
Recognized by leading analysts
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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Executive Vice President
Wilson Bank & Trust
Chief Lending Officer
LCNB National Bank
Chief Digital & Marketing Officer
Clarien Bank Bermuda
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.
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
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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.