CRM Case Study

Our Partner

A leading provider of integrated solutions for total content management with products used by more than one million customers and employees of nearly 1,300 organizations worldwide. Our technology is integrated in products supporting a broad range of content-intensive applications, including customer relationship management, enterprise resource planning, internet presentment and payment, imaging, and workflow.

The Client

A financial services company which includes one of the largest life insurance companies in the United States.

The Challenge

Our partner developed a comprehensive report archiving solution which acts as a repository of record for large volumes of data. Missing from this solution was the ability to convert legacy print streams into electronic document formats suitable for web delivery.

The Solution

Our API was integrated into our partner’s content management system for converting AFP and Metacode into HTML and PDF for delivery via the web.

The Result

A content management solution that includes legacy print stream transformation, archiving services, and online document retrieval for millions of insurance policy holders.