Investment Firm Picks Exstream Software

Share this content:
Exstream Software Inc., Lexington, KY, announced this week that Diversified Investment Advisors, an investment advisory firm specializing in retirement plans, chose its Dialogue software to create retirement statements with personalized messaging and dynamically inserted bar charts and logos.


Exstream will work with Diversified, Purchase, NY, to generate and fulfill more than 1 million personalized statements quarterly.


"Our goal is to better educate retirement plan participants and help them to save and invest wisely for their retirement. However, every client is different," said Mark Fortier, Diversified's senior vice president and CTO.


Diversified said it also anticipates saving money on fulfillment with Dialogue's Output Sorting and Bundling module. This will allow it to control how many documents are sent at a time, redirect documents for varying output and sort output files for best postage rates.


Diversified hopes to use Dialogue to deliver the personalized statements online.


close

Next Article in Data/Analytics

Sign up to our newsletters

Company of the Week

Since 1985, Melissa has helped thousands of companies clean, correct and complete contact data to better target and communicate with their customers. We offer a full spectrum of data quality solutions, including global address, phone, email, and name validation, identify verification - available for batch or real-time processes, in the Cloud or on-premise. Our service bureau provides dedupe, email/phone append and geographic/demographic append services for better targeting and insight. For direct mailers, Melissa offers easy-to-use address management/postal software, list hygiene services and 100s of specialty mailing lists - all with competitive pricing and excellent customer service.

Find out more here »

Career Center

Check out hundreds of exciting professional opportunities available on DMN's Career Center.  
Explore careers in digital marketing, sales, eCommerce, marketing communications, IT, data strategies, and much more. And don't forget to update your resume so employers can contact you privately about job opportunities.

>>Click Here