Connect Data Across Your Organization
Use the information you already hold, wherever it lives. EngagePath bridges your existing systems with your customer communications, without requiring you to centralize everything first.
Path Solutions · Customer Communications Management
Every customer communication, personalized from the data you already have.
Customer Communications Management
Your customer data lives across mainframes, legacy applications, ERP, CRM and many other systems. Your customers, however, expect every statement, letter and message to feel like it was written for them.
EngagePath is DocPath’s Customer Communications Management (CCM) solution. It bridges the data available across your organization with dynamic content, so you can automate the personalization of the documents your customers receive and of the entire customer journey.
With EngagePath, your organization has a single communications hub from which all customer communications are generated and delivered across channels.
The challenge
How EngagePath works
Connect your systems. Personalize your content. Deliver at every touchpoint.
Bring together customer data from legacy systems, mainframes, ERP, CRM and other sources across your organization.
Combine that data with dynamic content to tailor every document and message to each customer.
Automate personalized communications across the touchpoints that make up the customer journey.
Capabilities
Use the information you already hold, wherever it lives. EngagePath bridges your existing systems with your customer communications, without requiring you to centralize everything first.
Go beyond filling in fields. Use customer data to decide which content, messages and sections each customer receives, so every document reflects their situation.
Apply the same personalization logic from the first communication to the last, so customers receive a coherent experience across every stage of their relationship with you.
Generate customer documents with DocPath document technology, using your established templates, corporate branding and approved content. EngagePath also handles your output management: producing, formatting and distributing your customer communications and documents.
Output formats – Documents can be generated in these formats:
Personalized content can feed the touchpoints where AI adds value, such as transforming an insurance policy into an explanatory video or supporting AI conversational agents that answer customer questions.
Use metadata from documents archived in HubPath and data captured through WelcomePath electronic forms to enrich every communication with information your customers have already shared.
Use case · Banking
From transaction data to a statement each customer can relate to.
Imagine a bank that sends monthly credit card statements to its customers.
The result is a statement that is accurate, compliant and relevant to the person reading it, produced automatically at scale.
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Discover how EngagePath can help your organization connect the data across your systems with dynamic content, and deliver personalized communications throughout the customer journey.
DocPath is an innovative platform that offers automation solutions for document creation and management.
