DOCUMENT Strategy Hot Companies 2024-2025

SPECIAL ANNUAL ISSUE

DOCUMENTmedia.com | Hot Companies 2024

INSIDE:

FIND OUT WHO ARE THE HOTTEST CM, CCM & CXM SOLUTION COMPANIES

PUBLISHER’S NOTE president Chad Griepentrog publisher Ken Waddell managing editor Erin Eagan [ erin@rbpub.com ] contributing editor Amanda Armendariz advertising Ken Waddell [ ken.w@rbpub.com ] (m) 608.235.2212

THE WAIT IS OVER!

By Ken Waddell

I

t is that time of the year to announce the new 2024-25 HOT CM, CCM, and CXM SOLUTION COMPANIES. This annual marketing campaign, starting with the sponsored edition of DOCUMENT STRATEGY, is focused on a select group of solution providers that want to position themselves as industry

5

Hot Companies.2024 DOCUMENTmedia.com

movers and shakers. This year’s special sponsored HOT COMPANIES issue is promoting 11 businesses that each offer a unique solution for your specific customer communication and customer experience challenges and strategies.

Improving the customer experience has become one of the top priorities of businesses just like yours. And putting together this type of plan goes across your enterprise including many different departments and decision makers. This is not a decision that can be made easily and will take time and a group effort. That is why it is so important to start as soon as possible… like today.

To help with your plans, take a good look at each one of these HOT COMPANIES, visit their websites, check them out on social media and email or call them with questions.

Today is a great time to start making the changes you need for next year and the years to come.

All the best,

Ken

608.235.2212 ken.w@rbpub.com

audience development manager Rachel Chapman [ rachel@rbpub.com ] creative director Kelli Cooke

PO BOX 259098 Madison WI 53725-9098 p: 608-241-8777 f: 608-241-8666 email: customerservice@rbpub.com

DOCUMENT Strategy Media (ISSN 1081-4078) is published on a daily basis via its online portal and produces special print editions by Madmen3, PO BOX 259098, Madison, WI 53725-9098. All material in this magazine is copyrighted ©2024 by Madmen3 All rights reserved. Nothing may be reproduced in whole or in part without written permission from the publisher. Any correspondence sent to DOCUMENT Strategy Media, Madmen3, or its staff becomes the property of Madmen3.

The articles in this magazine represent the views of the authors and not those of Madmen3 or DOCUMENT Strategy Media. Madmen3 and/or DOCUMENT Strategy Media expressly disclaim any liability for the products or services sold or otherwise endorsed by advertisers or authors included in this magazine.

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TABLE OF CONTENTS

THE 2024-25 HOT SOLUTION COMPANIES FOR DEVELOPING, TRANSFORMING AND MANAGING CUSTOMER COMMUNICATIONS & CUSTOMER EXPERIENCES

Contact Ken Waddell to become a 2025-26 HOT SOLUTIONS COMPANY

THE 2024-25

HOT COMPANIES

CONTACT INFO: COMPANY:

Azuba Corporation

PHONE:

630.420.1515

WEBSITE: www.azuba.com

EMAIL:

info@azuba.com

1. Integration With Your Business Applications — We provide an open integration to your customer data (relational, transactional, XML) stored in your business applications such as underwriting/claims, CRM, ERP, EMR, billing, and/or other systems.

2. Template Authoring — We provide an authoring tool, built on Microsoft Word with our custom-built components that enables your template authoring process to be easy, efficient and secure. To make changes to document templates, you simply check the template out from our secure content library, make changes and simply check it back into the content library.

3. Document Generation — We provide you with a choice of methods you employ to create personalized customer documents: high-volume production runs (Batch), one-toone customer service (Interactive) and/or customer self-service (OnDemand). We have built in easy-to-use automated business processes so you can apply business rules to the template design in order to dynamically include customer data, reusable images, paragraphs and prompts into your personalized customer documents such as letters, correspondence, policies, agreements, statements and EOBs. 4. Document Archival — We provide an out-of-box full-function document archive for the automatic storage and management of all of your distributed customer documents, making it easy to also search, view and redistribute customer documents for one to one customer service and/or customer self-service 24/7.

5. Multi-Channel Document Distribution — Our multi-channel distribution engine enables you to distribute documents based on your customer’s individual preferences — print, e-mail, fax, text messages, mobile and/or the Web.

DocBridge® Solutions by Compart

Building Bridges Across People, Companies, and Systems

DocBridge® Communication Suite The Cloud-Native Solution for Seamless, Personalized Customer Communications

THE 2024-25

HOT COMPANIES

DocBridge® Production Suite Master your documents and achieve top performance in Output Management

CONTACT INFO: COMPANY: Compart

PHONE:

877.AFP2PDF / 877.237.2725

WEBSITE:

www.compart.com

EMAIL: Effectively Manage Evolving Expectations Customers demand dynamic, relevant, personalized, real-time communications in their preferred delivery methods, and seek businesses that can satisfy their expectations.

Compart, the named leader in Enterprise Communication Processing (ECP) by Aspire, has been successfully optimizing customer communication processes for over 30 years.

Our award winning, well-engineered solutions and highly responsive technical support are reasons for our success. Compart’s DocBridge® Solutions address the entire Customer Communication Management (CCM) process workflow from raw data to Omni-channel delivery. Should your projects require optimization in only some process steps of ECP, Compart easily integrates into the CCM workflow through our open standards, REST, API interfaces.

Modernize and Transform CCM Operations a Better Way with Compart Organizations and Government Agencies seek new ways to modernize communication platforms developed years ago for batch, print based communications. Now, CCM solutions need to be capable of ingesting any format, connecting to any system, and extending to leading business applications. Legacy systems should not be replaced with additional proprietary and monolithic systems that caused the shortcomings the industry is faced with today.

Compart’s DocBridge Software easily augments current legacy systems, providing modern functionality without the expense and effort remapping existing workflows. Organizations can now leverage output from existing legacy applications and convert those applications into Omni channel content for modern communications delivery according to customer preferences. Compart offers modern, modular, nimble, and flexible solutions that make budgetary sense to CCM operations and that satisfy those ever-evolving customer expectations.

Compart’s DocBridge Output Management & CCM Solutions Our world class solutions enable optimization mission critical processes such as: Format Conversion Document Quality Assurance Digital-first Document Composition Post Composition Production Approval Accessibility and 508 Compliance Process Optimization Omni-channel Distribution Process Tracking and Tracing Request a demo: www.compart.com/en/product-consultation

info@compart.com

THE 2024-25

HOT COMPANIES

CONTACT INFO: COMPANY: DataOceans

PHONE:

678.481.9342

WEBSITE:

www.dataoceans.com

Do Customer Communications the Right Way At DataOceans, we understand that your ability to communicate with customers effectively is crucial. That’s why we’ve developed customer communications solutions that enable you to manage content effortlessly and deliver personalized, compliant messages across various channels. Our platform not only enhances the customer experience but also empowers your team with self-service capabilities, significantly cutting operational costs.

Streamline Your Letter Generation and Delivery Process Self-service content development Automate letter processing for efficiency Streamlined content management, including version control and approval workflow Multichannel delivery Transform Your Billing Communications Improved statement layout Personalized marketing offers Transition to digital service via QR Code Multichannel delivery Empower your Customers with a User-Friendly Customer Portal Preference & Profile Management Functionality Unified Bill Presentment & Payment Processing Configurable User Interface – Branding, logos, etc. Configurable Payment Processing Why Choose DataOceans? Ease of Use Enhanced Interactions Cost-Effective Quick and Compliant Proven Results Looking to upgrade your communication strategies? DataOceans offers a reliable, futureready platform that puts your business needs — and those of your customers — first.

Connect with an expert today – www.dataoceans.com/demo

EMAIL:

Lawrence.Buckley@dataoceans.com

THE 2024-25

From Legacy to Leading-Edge The future of Customer Communication is simplified, secured, and scalable – it’s Elixir Cloud.

Elixir Technologies is a leading provider of customer communication management (CCM) solutions. For almost 40 years, enterprises have trusted Elixir with their complex customer communication needs. Throughout those years of partnership, we’ve learned what our users need. Now, we’ve taken that knowledge and translated it into Elixir Cloud.

This flexible, innovative SaaS product simplifies the creation, delivery, and tracking of communications. Specifically, high volume, complex, and regulated communications with a focus on healthcare, insurance, finance, and utilities. Elixir helps businesses manage their customer communications in the digital age.

Elixir combines cutting-edge technology, a global services team, and deep industry expertise. Together, these allow you to simplify and consolidate your customer communication processes. Our SaaS tool empowers business teams. So, users can analyze, iterate, and improve communication across the entire customer journey. Plus, you’ll reduce IT costs and accelerate your ROI. With Elixir, you can easily connect to your existing systems. Pre-built, low-code connectors ensure seamless integration with legacy systems and files. Our discrete workspaces protect your brand and ensure regulatory compliance. Pre-built rules, templates, and shared assets accelerate communication creation.

Transform your customer communication processes with Elixir. It’s time to experience the power of simplified, personalized, and scalable engagement. With Elixir Cloud, you’re ready for today and tomorrow.

Janelle Laguette, VP of Marketing at Elixir, brings 18+ years of diverse marketing expertise.

Recognized as a Top 10 Demand Gen & Sales Leader, she excels in digital marketing, growth strategies, and analytics across B2B and B2C sectors. Janelle’s data-driven approach drives Elixir’s marketing initiatives.

EXECUTIVE STATEMENT

“At Elixir, we’re demystifying Customer Communications Management, transforming the complex into the achievable. Our mission is to make excellent customer communications a tangible reality for all businesses.”

HOT COMPANIES

CONTACT INFO: COMPANY:

Elixir Technologies

PHONE:

805.641.5900

WEBSITE: www.elixir.com

EMAIL:

marketing@elixir.com

THE 2024-25

HOT COMPANIES

CONTACT INFO: COMPANY: Messagepoint

PHONE:

800.492.4103

WEBSITE:

www.messagepoint.com

EMAIL:

sales@messagepoint.com

Today’s customer experience extends across both the physical and digital realms. While other CCM vendors still rely on old-school approaches built for printed documents, Messagepoint’s cloud-based, no-code platform provides intelligent content management across all channels.

Only Messagepoint leverages a unique modular approach to content management that enables our customers to manage content in reusable components. This means content isn’t locked in a single document or template, but instead is easily used and reused in dynamically generated composed communications and via headless APIs in any modern digital endpoint including mobile apps, Web pages, messaging apps, or chatbots.

Achieve unmatched efficiency with intelligent content control Messagepoint’s intelligent content hub eliminates the need to duplicate and redundantly manage content across individual document templates and different systems to support customer experiences across multiple channels. When content needs to be edited, Messagepoint enables business users to make the change once and have the update instantly appear across all related touchpoints and channels — ensuring speed, consistency, and compliance.

Optimize communications with the leader in AI for CCM Messagepoint has pioneered the use of AI for customer communications with a focus on helping customers streamline the processes of content migration, optimization, and translation. As the first CCM solution to integrate AI, Messagepoint leads the market in our ability to accelerate content optimization processes while taking advantage of enterprise-grade security and controls.

Gain independence from your print vendors As organizations seek to accelerate time to market, reduce costs, and efficiently manage communications across print and digital channels, the old operating model of farming out communications management to print service providers no longer works. Messagepoint enables organizations to take back control of their communications with a cloud-based approach that creates optionality in managing vendor relationships. This allows teams to centrally control content and timelines of communications across all channels and the freedom to choose the right partners.

THE 2024-25

HOT COMPANIES

CONTACT INFO: COMPANY: MHC

PHONE:

800.588.3676 ext.1241

WEBSITE:

www.mhcautomation.com

EMAIL: Providing regulated customer communications is an essential business priority — but the process can be highly complex to manage. With the right technology in place to automate your document generation and delivery, you can eliminate errors, keep up with regulations, reduce your IT spend, and deliver a customer experience that will boost loyalty.

Meet MHC EngageCX. Our cloud-native CCM solution, EngageCX, is a complete, flexible, and cost-effective solution backed by an implementation and professional services team with the industry expertise you require. With EngageCX, your team can work productively supported by powerful capabilities to streamline your operations and continually improve customer and employee experience.

What makes MHC EngageCX different? Fully-featured CCM/CXM platform: from data mapping, template creation, document generation, to omnichannel delivery, journey orchestration, and engagement insights Laser-focused on productivity: highly configurable low-code/no-code solution that empowers business users, eliminates dependence on IT, and saves developer time AI-powered: streamlines the creation and personalization of on-demand interactive and batch documents and communications for greater speed and accuracy Drives speed and scale: intelligent template management and reusable content fragments to build professional communications and manage changes quickly and easily Designed for superior CX: digital forms automation for frictionless data collection across touchpoints Superior connectivity: integrate with one or many solutions in your tech stack for a connected ecosystem Value priced: a no-brainer option to replace in-house or legacy solutions that are costly to maintain, challenging to innovate, and difficult to scale Time to automate your document generation and customer communications management?

EngageCX is a proven solution ideally suited to meet your needs and provide the experience your staff and customers crave. The solution supports a multitude of use cases, from transactional and tax documents, correspondence, enterprise production and finance documents, to digital forms, workflow management, and interactive smart documents.

To see how MHC can automate and re-imagine your customer communications, schedule a demo today!

sales@mhcautomation.com

THE 2024-25

HOT COMPANIES

CONTACT INFO: COMPANY: OSG

WEBSITE:

www.osgconnect.com

Bridging the Gap in Regulated Customer Communications The digital-first economy has rapidly transformed consumer behavior, creating hyperconnected individuals who demand more personalized and engaging interactions. This shift presents both challenges and opportunities for businesses striving to meet heightened customer expectations.

To address these challenges, we’ve introduced the OSG JourneyConnect™ Suite, a comprehensive solution designed to streamline customer communications.

Understanding the digital native customer means not only delivering to their digital channel of choice, but also delivering a digital experience that is: Easy to read on any device Easy to understand Easy to take action So we’ve launched responsive and interactive documents to help you meet your customers where they are and elevate the digital interaction.

Furthermore, we’ve looked at what would be most impactful to you and how to make your process easier, launching pre-configured journeys. We are giving you access to out-of-thebox predefined journeys that not only enhance the digital experience, but also help support all the channels and consumer preferences based on the communication type.

Key Benefits of OSG’s Approach: Pre-configured Journeys: Simplified implementation and improved customer experiences. Right Message, Right Time: Delivering relevant messages to the preferred customer channel across print and digital. Seamless Experience: Consistent and cohesive communication across channels.

This approach gives you improved engagement with decreased cost to serve your customers more effectively.

At OSG we help you meet your goals and elevate every communication: Bringing you digital first documents Improve digital adoption Manage seamless print to digital interactions Reduce time to payment In the age of the hyper-connected consumer, it’s essential to evolve and embrace these innovative solutions. Let’s put the customer back into customer communications, making every interaction meaningful and impactful.

EMAIL:

sales@osgconnect.com

THE 2024-25

HOT COMPANIES

CONTACT INFO: COMPANY:

Papyrus Software

PHONE:

817.416.2345

WEBSITE:

www.isis-papyrus.com

EMAIL:

info@isis-papyrus.com

Papyrus Software is a visionary leader in CCM and CXM, trusted by the world’s largest enterprises across industries to create exceptional customer experiences. Our AI-driven platform seamlessly integrates content management, process automation and customer insights, delivering personalized communication at scale. With a proven track record of driving ROI and a deep understanding of industry-specific challenges, Papyrus is the trusted choice for organizations seeking to transform their customer journeys.

What sets us apart?

For over 3 decades, Papyrus’ commitment to innovation has been evident in the continuous development of innovative solutions that meet the evolving needs of businesses in the digital age. What sets us apart lies in the holistic approach to customer engagement. We combine ECM, CCM, and BPM into a single platform, enabling organizations to automate complex processes by 70%, gain real-time insights into customer behavior, and deliver hyper-personalized experiences across all channels.

Papyrus offers a unified platform for seamless omni-channel communication in a closed loop with real-time, customer insights across teams in a 360-degree view of their customer cases, tracking key-metrics for tailored experiences. Advanced AI drives response times and SLA adherence, improves customer satisfaction, and mitigates risks.

The impact of Papyrus CCM is far-reaching Papyrus CCM revolutionizes communication management by empowering businesses to create and deliver content effortlessly. Our intelligent design and migration technology empowers your team to create and maintain engaging content up to 50% faster, freeing up IT resources for strategic initiatives.

By consolidating disparate communication systems into a unified CCM, organizations can avoid the many hidden costs for maintaining outdated software and enjoy streamlined processes, upward-compatible software, and effortless compliance. The centrally managed all-channel approach in Papyrus eliminates repetitive tasks, while advanced analytics provide valuable insights into document content and customer behavior.

With Papyrus CCM, companies like Commerzbank and comdirect brands have transformed their communications management, benefiting from a document life-cycle solution.

Papyrus is more than just a platform; it’s a catalyst for digital transformation.

THE 2024-25

HOT COMPANIES

CONTACT INFO: COMPANY: Quadient

PHONE:

866.883.4260

WEBSITE:

www.quadient.com/lp/ccmsolution

EMAIL:

info@quadient.com

At Quadient, our customers are at the heart of everything we do. Their trust and feedback shape our journey, and through their successes we measure our own.

We are dedicated to helping organizations create meaningful and personalized customer interactions with Quadient Inspire. Our solutions are trusted by companies of all sizes around the world, and our success is reflected in the satisfaction and loyalty of our clients.

Gratitude for Loyalty: High Renewal and Recommend Rates Not only have we earned 99% customer renewal rating, 98% of our customers would also recommend us to others. These remarkable figures reflect our customers’ confidence in Quadient Inspire, and it motivates us to continually provide reliable and valuable solutions.

Recognition Through Your Success: Industry Leaderboards Your success stories, combined with Quadient’s vision and Inspire product strategy, placed us among the top performers in industry reports and leaderboards. This recognition highlights the positive impact of our solutions in customer communication management.

From the IDC CCM MarketScape to the Aspire CCM Leaderboard, Quadient is consistently recognized as a Leader and is short-listed by analysts.

Customer Testimonials: Voices of Success Quadient is successful when customers are successful. Our customers are our best advocates, and we are “inspired” by customer success stories.

“We see Quadient as being a long-term partner in helping us achieve our objectives directly tied to customer experience, membership growth, digital strategy, scalability and regulatory compliance.” – VP, IT Services, Enterprise, US health plan serving over 600,000 members “Speed is a big reason we love this tool. Also, it is feature rich and will allow us t deprecate multiple other tools.” -Chief Information Officer – Manufacturing Thank you to all our customers for allowing us to be a part of your journey. We are committed to supporting you every step of the way. Together, we are taking customer experience to the next level.

THE 2024-25

HOT COMPANIES

CONTACT INFO: COMPANY:

Smart Communications

PHONE:

877.604.2117

WEBSITE:

www.smartcommunications.com

EMAIL: Improve Your Customer Data. Reimagine Your Customer Experience. That’s SMART. Every interaction you have with your customers — or the network of agents and advisors that support them — is part of a larger, often more complicated process.

And constantly changing regulations can challenge your ability to deliver the digital experiences everyone expects.

SmartIQ™ and SmartCOMM™ work together to simplify even the most complex communication journeys — integrating intelligent data collection experiences with personalized, omnichannel communications.

High Quality Data Drives Valuable Interactions SmartIQ is a low-code data collection technology that lets companies reimagine “forms” — transforming traditional paper or form processes into intelligent, highly automated data collection experiences. A centrally implemented, pure cloud solution, SmartIQ breaks down data silos and ensures high-quality data intake. From data and approval automation to machine-readable output and triggering other processes, companies gain value from every interaction.

Simplified Customer Communication Management SmartCOMM helps organizations respond to the ever-changing customer landscape by simplifying the creation and management of personalized, interactive, and compliant communications across multiple channels. As a modern, cloud-native solution, SmartCOMM frees enterprises from the shackles of traditional legacy CCM thinking - providing agility, scalability, and the ability to easily add channels, integrate with complementary solutions, and incorporate emerging technologies such as GenAI. The SMART Choice Renowned globally for trust, innovation, and excellence, our solutions empower companies to surpass digital expectations. Let us show you.

Learn more: https://www.smartcommunications.com

requests@smartcommunications.com

THE 2024-25

HOT COMPANIES

CONTACT INFO: COMPANY:

Symphio powered by ViaTech

PHONE:

847.370.1192

WEBSITE: symph.io

EMAIL:

team@symphio.com

Automate, Streamline, Elevate: How Symphio’s Forms App Transforms Legal Services Imagine a world where forms management, traditionally laden with tedium and frustration, could be completed with greater efficiency and reduced risk of error. Symphio, powered

by ViaTech, takes a revolutionary step forward with its new Forms App, specifically designed to streamline the creation and management of documents in compliant-driven industries such as legal services.

Symphio empowers legal professionals to move beyond a reliance on disparate systems and manual processes. The new Forms App operates behind the scenes, guiding users through a streamlined workflow to generate clearer, more concise documents, on demand.

The Symphio Advantage: A Case Study in Streamlined Efficiency Consider a mid-sized law firm specializing in corporate formations. Before Symphio, their process relied on a patchwork of legacy software and manual data entry, leading to inefficiencies and potential errors. Since adopting Symphio’s Legal Forms feature, the firm has witnessed a dramatic transformation: Reduced Errors and Increased Efficiency: The automation of repetitive tasks and the intuitive nature of Symphio’s Forms App have significantly reduced the risk of human error. This not only saves valuable time but also protects the firm from potential liability. Focus on Client Service: With newfound efficiency, lawyers can dedicate more time to client consultations and strategic guidance, fostering stronger client relationships. Faster Turnaround Times: The automation capabilities of Symphio’s Forms App empower the firm to meet tight deadlines and deliver a superior client experience.

A Satisfied User’s Experience: “I recently had the opportunity to use the new Forms App, and I must say, it has been a game-changer in terms of ease of use and functionality for my office. The intuitive design and user-friendly interface make it easy for my entire team to navigate through the documents and start preparing them before the kit arrives.”

Take Control of Your Legal Document Workflow Symphio’s Forms App is designed to empower teams to streamline workflows, eliminate errors, and improve client satisfaction. Learn more about how Symphio can revolutionize the way your legal team manages document workflows and other complex processes.

Contact ViaTech today for a free demo!