Investment Firm Picks Exstream Software

Share this article:
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.


Share this article:
close

Next Article in Database Marketing

Sign up to our newsletters

Follow us on Twitter @dmnews

Latest Jobs:

Featured Listings

More in Database Marketing

What's H-appending? DiscoverOrg Taps Marketo's Webhooks

What's H-appending? DiscoverOrg Taps Marketo's Webhooks

Cloud-based marketing automation behemoth Marketo joins forces with marketing intelligence company DiscoverOrg to improve its data collection capabilities.

A Toast to Marketing Attribution

A Toast to Marketing Attribution

Vino accessories and storage company Wine Enthusiast indentifies top and underperforming affiliates using algorithmic marketing attribution.

Q&A: When (and How) to Bust Down the Data Door

Q&A: When (and How) to Bust Down the ...

Some people run into issues with trying to build the perfect solution when often an 80% solution will do, says MailChimp's chief data scientist.