Newgen Omnichannel Customer Engagement Platform’s AI-powered 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

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

Capabilities of Newgen Document 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, GenAI-driven personalization ensures tailored, effective, and compliant communications in line with 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. AI-driven digital sensing listens to customers across channels in real-time, analyzing interactions for improved engagement.

Scalability and Compliance

Ensure AI-enabled 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. GenAI-powered multilingual translation ensures real-time, context-aware communication across global audiences.

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, GenAI-driven personalization ensures tailored, effective, and compliant communications in line with 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. AI-driven digital sensing listens to customers across channels in real-time, analyzing interactions for improved engagement.

Scalability and Compliance

Ensure AI-enabled 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. GenAI-powered multilingual translation ensures real-time, context-aware communication across global audiences.

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

Customers
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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

Real Outcomes Across Industries
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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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