Special features for Financial Service firms:
  • Easy Administration
  • Integration with content management systems and external feeds
  • Easy integration with client databases and CRM systems
  • Web services accessible
  • Archiving of all communications
  • Compliance friendly
  • Centrally managed, but personalized by the advisor
  • Streamlined and automated production process
  • High performance delivery systems
More features...

Financial Services

Financial Service firms use Xtenit to...

With the Xtenit platform outbound electronic communications are individually constructed to contain the appropriate content for each recipient. Content is selected and filtered automatically using firm wide business logic in conjunction with client profile and content meta data.

Xtenit benefits:

Compliance and regulatory
When requirements necessitate individual focus and "knowing" the client, Xtenit provides the means to centrally manage outbound communications and to assure that all firm wide business practices and compliance regulations are satisfied.

Increased client value
More effective information delivery, results in stronger long-term relationships. Communications that are individually constructed to contain the most relevant content and subject line are more likely to be consistently opened and read.

Relationship value
Clients who are better informed of products and options will maintain loyalty and utilize more fee-based services.

Cost effective
Xtenit streamlines and automates production, management and delivery tasks, and easily integrates with content management systems and customer databases.