Reduce cost
Reduce avoidable servicing, portal infrastructure, fulfilment and postage costs.
Business cases
The business case for better document delivery
Important documents have to be delivered somehow. The choice affects cost, customer service, operational complexity and, in regulated sectors, the way firms meet their communication obligations.
Why look at document delivery?
The delivery method creates costs long after the document is sent
Email, portals and post can all deliver important information. The question is what happens afterwards. Customers may need to find documents again, support teams may have to resend them, portals may need to preserve long-term access, and paper continues to create fulfilment and postage costs.
Documentd adds a permanent delivery layer to the systems you already use, so the customer receives their own long-term copy without forcing every communication channel to do the same job.
Simplify delivery
Keep email for communication and portals for live services, while separating permanent document delivery.
Improve the customer outcome
Give customers important documents in a place where they remain accessible, organised and easy to retrieve later.
Business cases
See where the business case comes from
Each case looks at how important documents are delivered today, where cost and complexity arise, and what changes when Documentd is added to the process.
Business Case 01
Fund Administration
The business case for adding Documentd to fund administration communications: reduce portal complexity, improve customer service, strengthen regulatory outcomes and phase out expensive post.
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Business Case 02
Insurance
The business case for adding Documentd to insurance communications: reduce portal complexity, improve customer service, support Consumer Duty outcomes and phase out expensive post.
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Business Case 03
Pensions Administration
The business case for adding Documentd to pension administration communications: reduce portal complexity, improve member service, strengthen long-term access to important records and phase out expensive post.
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Business Case 04
Housing Associations
The business case for adding Documentd to housing association communications: reduce portal complexity, improve resident service, support transparency and phase out expensive post.
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Business Case 05
Solicitors
The business case for adding Documentd to legal-service communications: keep client portals focused on active matters, improve long-term client service, reduce historic-document queries and phase out unnecessary post.
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Business Case 06
Private Wealth
The business case for adding Documentd to private wealth communications: reduce portal complexity, improve client service, support regulatory outcomes and phase out expensive post.
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Business Case 07
Private Tax Advisory
The business case for adding Documentd to private tax communications: keep client portals focused on active work, improve long-term client service, reduce historic-document queries and phase out unnecessary post.
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Business Case 09
Private Healthcare
The business case for adding Documentd to private healthcare communications: reduce repeat-document requests, simplify long-term patient access and replace unnecessary post while giving patients their own lasting copies.
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Business Case 08
HR
The business case for adding Documentd to employee communications: reduce portal complexity, improve employee service, preserve access after employment ends and phase out unnecessary post.
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A different way to think about delivery
Use each channel for the job it does best
Email is good for communication. Portals are good for live information and interaction. Documentd is for the important documents the customer should keep.