The Solution
Following a consultation and detailed discussion on their specific communication needs, Oakbrook Finance partnered with CFH due to their existing standing within the sector, as well as the numerous services on offer.
CFH already had an established reputation among finance clients for providing secure, scalable communications, and with numerous satisfied clients already benefitting from dedicated hybrid mail or print and post options, Oakbrook was reassured by an existing track record of success.
Early on, it was identified that Oakbrook Finance would benefit from two of CFH’s leading solutions that enabled them to manage bulk and individual mailing requirements.
CFH Managed was adopted for the sending of bulk mailings through a secure SFTP connection. It utilises CFH’s secure IT print process and streamlines the sending of communications, with the support of a dedicated account manager who ensures mailings are received, processed and sent per the client's requirements. This solution fulfilled the requirement for sending out disclosures and notices for the outcome-driven communications of Oakbrook Finance.
On the other hand, Docmail - an industry-leading hybrid mail solution, was adopted as the ideal option for everyday communication requirements. This solution places a high level of importance on compliance, security, regulatory legislative standards and GDPR, meaning that it is ready-made for use within the sector. Benefits included a streamlined mail process and significant cost savings. Ultimately, the solution acts as a print and mail factory that is accessed online, which allows organisations to send print and posted documents instantly, while providing on-demand reporting and budget control.
Together, the solutions work cohesively to support mailing requirements and help deliver engaging communications to different audiences.
The Process
Upon introducing Oakbrook Finance to their new and functional mail solution, their team was provided with extensive training, which showcased the benefits and functionality of Docmail. This training, overseen by a dedicated account manager, gave individuals the chance to ask questions, have hands-on experience with the system, and ultimately understand how their outgoing communications could be seamlessly personalised, printed and sent.
To effectively use the Docmail solution, Oakbrook Finance accesses the online web portal, providing a streamlined method of sending print and posted documents. The solution works with existing processes and allows the organisation to upload their document and data file to a hybrid mail platform, before choosing their postage option for processing.
Opting for CFH Managed, Oakbrook were able to benefit from the implementation of a bespoke solution, which completely removed the need for in-house resources, equipment, and maintenance. Taking on the responsibility of print output, CFH were happy to oversee everything from business analysis, project management and solution design, through to implementation, delivery, account management and results optimisation, ensuring the client’s internal systems integrated with new processes.
CFH Managed allows Oakbrook to send pre-populated templates with their data file through to CFH via a secure SFTP connection, where CFH then processes and dispatches the output through their impressive IT print production. The process is effortless, quick and works with existing processes - with proofs provided at request.
Following the implementation of these tailored solutions, regular communications continued to take place to ensure the client was satisfied regarding their print output, with their account manager available around the clock to offer assistance.
