FINANCIAL SERVICES​

Drive business outcomes by enabling new customer acquisitions and deepening relationships with your existing customers.

10X

Top five credit provider improves response by 23% with an increased targeting of 10X

80%

First National Bank of Omaha reduced their cost of creating disclosures by 80%

WHAT OUR CUSTOMERS ARE SAYING

We are officially in self-service mode. This has allowed us to

eliminate documents and streamline our workflow.

We are officially in self-service mode. This has allowed us to

eliminate documents and streamline our workflow.

We are officially in self-service mode.

This has allowed us to eliminate documents and streamline our workflow.

— SENIOR VP OF EMAIL MARKETING

Dynamic Content

The largest financial companies trust Naehas to flawlessly execute personalized offers.

  • Cut change management time from weeks to hours across all your messaging channels
  • Change content or offer data and re-proof in minutes
  • Make most print and HTML template changes without the need for expensive licenses or an outside agency
  • Markup proofs and track rounds right where their changes were made – no more downloading, emailing, and uploading them
  • Quickly confirm that only the expected changes are present with our print and HTML visual compare tools

Offer Management

Customize your product and pricing for each individual with Naehas. We’ve automated the time-intensive and error-prone steps — from offer creation to fulfillment — to simplify and expedite custom offers that deliver the best risk-adjusted returns.

  • Deliver consistent offers across all your channels
  • Integrate with service providers such as TSYS, FDR, FIserv
  • No need to overhaul: Manage your product definition and pricing in a central repository with a familiar, Excel-like interface

Learn More About How Naehas can Help

DISCLOSURE AUTOMATION

Digitally transform your disclosure and maintenance processes while improving accuracy and consistency.

Quickly create and globally update your marketing and account servicing disclosures.

  • Deliver a superior customer experience with consistent disclosures across all channels
  • Increase speed to market by deploying disclosure changes in hours, not weeks, with zero errors
  • Eliminate compliance errors with rule-driven disclosures, real-time proofing, and automated version compares
  • Use only one central system of record that feeds all marketing and customer-servicing systems

Disclosure automation improves accuracy and consistency.

  • Flexible data schema allows financial services to store all disclosure attributes
  • Rules engine automatically builds the right disclosure every time
  • Never miss an approval or deployment step with the workflow engine
  • Use the publish engine to deliver to all marketing channels and fulfillment systems

Integration with key players in the financial services ecosystem enables fast, cost-effective deployment with minimum risk.

  • Integration with digital marketing, including website, email, affiliates, and ATM, as well as offline channels from direct mail to branches
  • Delivery to fulfillment and servicing systems for all asset classes (credit card, mortgage, personal loans, student, auto)
  • Partnership with major data providers