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Result in Focus
  • 25% reduction in average template development time
  • 15% consolidation in template library

Faith-Based Financial Group Simplifies Customer Communication Processes with Cincom Eloquence

Everence, a financial services provider, faced significant challenges in document management.

Their outdated CCM solution hindered efficiency and required costly maintenance, consequently, their IT team struggled with managing complex document templates and meeting the compliance requirements for the Affordable Care Act’s SBC forms.

Realizing the need for modernization, Everence sought a solution that could streamline document management, ensure seamless integration, and reduce long-term costs – and they chose Cincom Eloquence.

What You’ll Learn 

How Everence reduced document generation time to improve operational efficiency across the organization and transform their document management.

The seamless integration of Cincom Eloquence with Everence's existing systems, which now requires minimal IT intervention.

How the Eloquence Author tool enabled staff to independently create complex templates, ensuring document accuracy.

The flexibility of Eloquence in creating dynamic, customized interactive documents, such as investment selection forms, that were previously not possible.

How Everence achieved significant cost savings and enhanced document personalization, improving customer satisfaction and operational productivity.

This case study illustrates how Everence's adoption of Cincom Eloquence revolutionized document management, making the process more efficient and accurate.