Business & Financial Services

Establishing consistent design frameworks for presenting information clearly

Business and financial services organisations, like many others, are required to send personalised and often senstive information to customers.

This could be from the performance of an investment portfolio, to policy documentation or even the renewal of a patent licence. Content can be complex, frequently under the watchful eye of regulatory bodies and typically frustrated by the needs of multiple stakeholders and embedded document templates that are no longer fit for purpose.

A tangled web of documents presents business risk, be it managing data from a variety of sources and ensuring appropriate business rules and validation are in place to recipients being confused through lack of clarity or understanding what action is required.

“We’ve seen improvements in customer satisfaction and business risk was significantly reduced. TriPartum really pulled the stops out and they always deliver — they’re a pleasure to work with.”

CPA Global

Work

We have enabled a variety of leading global firms to establish consistent design frameworks for presenting information clearly – supported by engaging content and typography, allowing for easy navigation and understanding of information.

We’ve even shown how embedding your customers’ language of choice into the design and production architecture from the outset can be easily managed to support multi-lingual documents, including those with non latin character sets, on a daily basis.

Making documents look good is just part of the picture. We look at the entire document production workflow from source data through to print, mailing and digital operations to explore best practice and process improvement.

Outcome

With a close eye on implementation and operational processes, we’ve cut through the noise of complex information to deliver clear documents that reduce customer queries, whilst increasing engagement and take up of new products and services.

We’ve teased out and replaced manual, error prone processes to develop flexible and robust solutions to enable time-critical documents to be delivered on schedule alongside providing comprehensive advice and guidance for ongoing production, maintenance and review.