Tremwear logo

tremware

Our Markets

Financial Services

Current News
 

Insurance

Financial Services

Manufacturing & Distribution

Small - Mid Market

Print Service Providers

Attract new customers. Grow current relationships. Reduce costs. Improve efficiencies.

These are the challenges financial services institutions must continually meet; all while answering the new demands of today's technology-driven consumers. Tremware has years of experience in the area of adding value to customer communications. From offering personalized marketing materials to reducing the cost of dormant and expensive marketing collaterals, Tremware's software and services for financial services organizations ensure solutions are tailored to specific needs and are backed by our proven support and maintenance programs.

Take a look at our solutions and services for financial institutions:

Intellidox

Intellidox for Financial Services enables a remote advisor force to use our web portal to create their custom sales and marketing products (print or PDF) using pre-approved templates and content from their legacy systems and feeding the final product to either their high speed printers or an email dissemination program. Intellidox is also easily adaptable to provide access to other mission critical documents. The product is simple to use for the investment advisors and includes all the correct permissioning and cost allocating required in the financial services industry. Intellidox is the ONLY enterprise level marketing on-demand solution that is reasonably priced and rapidly deployable.

Financial Services Company Benefits

  • Competitive advantage when vying for investment advisor mind-share
  • Faster time to market
  • Elimination of inventory costs
  • Significant reduction in graphic arts costs
  • Investment advisors will return frequently

Invesment Advisor Benefits

  • More time to manage existing clients
  • More time to find new clients
  • Quickly deliver corporate material while adding regional or local "spin"
  • Less time spent finding/ordering/tracking marketing literature
  • Increased closing rate resulting from personalized marketing approach

Key Features

  • Easy to work with - advisors, designers, administrators
  • Modular - Only use and purchase what you need
  • Rapid deployment
  • ASP capable - Minimal IT involvement
  • Uses industry standard tools and architecture
  • Design: Quark Express, MS Word, Acrobat
  • Architecture: MS .NET, SQL
  • User Interface: Browser
  • Customizable by admin (i.e. NO Development required)
  • Easy to Integrate into existing systems