Simplifying the creation &
communication of complex
documents.

Simplifying the creation & communication of complex documents.

SmartState can be scaled to accommodate:

Financial
Statements

Operational Communications

Customer Engagement

SmartState can be scaled to accommodate:

Financial Statements

Operational Communications

Customer Engagement

Simplify the Process

SmartState simplifies the creation of highly complex documents with bespoke content sections, personalised to each customer. It allows for vast customer sets and extensive data permutations. SmartState also allows you to send via the most efficient channel: email, SMS and / or mail.

SmartState provides clients with the flexibility they required to process highly sensitive financial statement communications, within the privacy parameters that are required from both a legislative (GDPR) and risk point of view.

  • All data processing, document & communications management with one vendor.

  • No additional parties to liaise with.

  • Less data processing risk.

  • Greater control over all assets.

  • One material outsourcer versus many.

  • Complete integrity of the data and the communications flow end-to-end.

  • Multi-channel distribution.

Simplify the Process

SmartState simplifies the creation of highly complex documents with bespoke content sections, personalised to each customer. It allows for vast customer sets and extensive data permutations. SmartState also allows you to send via the most efficient channel: email, SMS and / or mail.

SmartState provides clients with the flexibility they required to process highly sensitive financial statement communications, within the privacy parameters that are required from both a legislative (GDPR) and risk point of view.

  • All data processing, document & communications management with one vendor.

  • No additional parties to liaise with.

  • Less data processing risk.

  • Greater control over all assets.

  • One material outsourcer versus many.

  • Complete integrity of the data and the communications flow end-to-end.

  • Multi-channel distribution.

The SmartState Process

1. Initial documents
created

2. SmartState
conversion

3. Personalised
communications created

4. Documents sent
via preferred channel

The SmartState Process

1. Initial documents
created

2. SmartState
conversion

3. Personalised
communications created

4. Documents sent
via preferred channel

Channels

SmartState allows you to send your communications via the most efficient channel. In addition, channels can be customised based on both GDPR requirements and your budget, with any non-conforming data or returns subsequently being re-sent via a different channel.  

Direct Mail
Communications

Email
Communications

SMS
Communications

Channels

SmartState allows you to send your communications via the most efficient channel. In addition, channels can be customised based on both GDPR requirements and your budget, with any non-conforming data or returns subsequently being re-sent via a different channel.  

Direct Mail
Communications

Email
Communications

SMS
Communications

Technology Used

Built to transform the raw data into the document set sequentially ready for QA, and despatch via the preferred channel (email, SMS and or print).

Built with Microsoft .NET technology to securely and reliably create the documents.

The solution warns the operator that remedial action is required both at the individual document creation stage, the PDF conversion stage and the final PDF assembly stage.

Technology Used

Built to transform the raw data into the document set sequentially ready for QA, and despatch via the preferred channel (email, SMS and or print).

Built with Microsoft .NET technology to securely and reliably create the documents.

The solution warns the operator that remedial action is required both at the individual document creation stage, the PDF conversion stage and the final PDF assembly stage.

Want to find out more?

Simply call us on +35318041298 or pop your business email in the field below, hit ‘contact us’ and we’ll be in touch!

Interested in finding out more

Simply call us on +353 1 8041298 or pop your business email in the field below, hit enter and we’ll be in touch!