Leading Financial Firm Boosts Productivity by 15% with Coforge’s Intelligent Content Automation Solution

Challenges.

The organization’s ability to deliver personalized and efficient customer communications was constrained by several operational limitations, including:

• Lack of a Centralized Subscription Management System: Customers had no streamlined way to manage their preferences for various publications such as newsletters, updates, and reports.
• Limited Insight into Customer Behavior: There was no mechanism in place to capture the reasons behind unsubscriptions, restricting the ability to make data-driven improvements.
• Underutilization of Advanced Content Tools: The organization was unable to take advantage of the latest features offered by the modern Content Builder, limiting design flexibility and efficiency.

Solution.

The implemented solution addressed the client's challenges by leveraging advanced technologies and streamlining communication workflows:

• Custom Subscription Center: Built a centralized subscription management interface using Web Studio landing pages, empowering customers to easily manage their preferences across multiple publication types.
• Dynamic Brand Personalization: Developed AMPscript logic to dynamically apply broker dealer-specific branding to outgoing emails, ensuring consistency across over 200 brand identities.
• Behavioral Insights Dashboard: Integrated survey-based feedback and analytics dashboards to capture unsubscribe reasons and derive actionable insights into customer behavior.

The Impact.

• Custom subscription center improved the customer experience
• 200 brands were incorporated in a single email templated leveraging dynamic email
• 15% increased productivity due to easy-to-use, drag and drop interface of new content builder