Your clients will appreciate this added personalized touch. With the proper document automation and assembly software, these messages, and even branding, can be dynamically applied to the template–reducing the number of templates you have to manage. When you’re printing or e-mailing bank statements, the template design will automatically upload. In addition, upload pre-written legal disclaimers or marketing messages for each client or groups of clients. With a vast dictionary of pre-approved designs in your document automation software, access to accompanying logos is easy. For that reason, rely on proper document generation software to apply your current, and marketing-approved, branding to every statement you send out. In today’s competitive world, businesses have to rely on a strong branding strategy to effectively connect with consumers.
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