Blue Relay for Financial Services

With growing customer demands and changes in the regulatory landscape, your customer communications review and approval processes need to be agile and flexible to meet expectations.

We have you covered.

Improve Collaboration and Accuracy

 

With our enterprise-ready software we simplify the creation, modification and approval processes for accurate customer communications. Designed to be flexible and configurable, you can quickly facilitate regulatory compliance updates among all documents and easily track changes with smart versioning controls, document compare tools and full audit trails.

 

With use of live, drag-and-drop dashboards, you can now accurately identify bottlenecks in your communication processes to improve productivity and reduce costs.

Deliver Professional Communications

 

Work more efficiently with digital workflows that eliminate the need for lengthy, manual review processes. No longer worry about paper review cycles, improper versioning or missing deadlines. With automated, intelligent workflows that trigger based on your business rules you can deliver fully compliant, accurate and professional customer communications and sales materials.

 

Need to change a step? Is an employee away or has their role changed? No problem – you can quickly make changes to workflows without coding.

Increase Compliance and Access Audit Trails

 

Reduce risks and errors that can happen with inefficient review processes. Compliance checklists are embedded in each review stage to facilitate approvals, eliminate mistakes and reduce review time as all requirements are clearly stated.

 

Smart side-by-side comparison tools allow you to accurately identify changes between document revisions including a full audit trail.

Get To Know Us A Little Better

With a personal demo, you can see everything Blue Relay has to offer.

Request a Personal Demo or Free Trial