InfoSlips: Introduction - What How & Why

InfoSlips
Customer Communication
eXperience Management
#CCXM
Turning Correspondence into
Conversations
www.infoslips.com
Customer Service
36%
Verify Data
46%
Onboard Customers
38%
Sales Quotes
36%
Top Customer
Communications Priorities
of business leaders are looking to
invest in CCM to attract new
customers & enhance business
operations
Source: IDC Automated Document Generation and Digital Customer Communications Survey, 2023
42
%

Global Cloud Infrastructure _
- Performance, Scale & Security_
Thousands of Successful _
Implementations, Globally_
Leading Next-Generation Customer_
Communication Experience Management Platform _
Customer Correspondence & Notices _
- Millions Created & Delivered Every Month _

1. WHAT
PROBLEM: You are wasting
money and failing to capture
your customers’ attention by
using traditional PDFs for
correspondence.
2. HOW
SOLUTION: Switch to next-gen
interactive InfoSlips to replace
your customer correspondence
with useful and engaging
experiences that drive calls to
action.
3. WHY
ROI: Trim care costs, boost
revenue, & transform
customer correspondence
into a value-adding part of
your overall digital strategy.

1. WHAT
PROBLEM: You are wasting
money and failing to capture
your customers’ attention by
using traditional PDFs for
correspondence.
2. HOW
ENGAGE: Revamp
correspondence so that it
captivates and delights customers
while driving them to take action.
3. WHY
ROI: Trim care costs, boost
revenue, & transform
customer correspondence
into a value-adding part of
your overall digital strategy.
SOLUTION: Switch to next-gen
interactive InfoSlips to replace
your customer correspondence
with useful and engaging
experiences that drive calls to
action.

SAFE &
IMMUTABLE
BUILT FOR DIGITAL
Two-Way, Responsive
with AI Smarts
ANALYTICS
Understand Usage
to Drive Continual
Improvement
REUSE ASSETS
Reuse Existing Digital
Assets - Does Not
Compete with Web &
Mobile
Interactive Brain
with a Heart
of Data
Secure & Immutable
Legal Archived
Statement-of-Record that
Replaces PDF
DNA of an InfoSlips Document
RESTful & GRAPH QL
API

EXPERIENCE THE ACTION: SELECT A DEMO INFOSLIP ABOVE
Demonstration

Calculators
Video
Images
Marketing
EXISTING
DIGITAL ASSETS
Brand
Content
Chatbot
CURRENT DIGITAL
TRANSFORMATION FOCUS
Web Mobile
Digital PDF Print & Mail
CORRESPONDENCE WITH
POOR CX & NO RETURN ON
INVESTMENT
Digital Transformation: Status Quo
User
Experience
Brand
Execution
Design
Language
Usability
& Accessibility
AI, Reporting
& Analytics
Risk
& Compliance
CUSTOMER
EXPERIENCE
Nearly all the effort on transforming the customer experience focuses on the web, self-service & mobile apps

ROI: Reuse digital assets
within correspondence
Mobile
Digital PDF Print & Mail
Digital Transformation: With InfoSlips
User
Experience
Brand
Execution
Design
Language
Usability
& Accessibility
AI, Reporting
& Analytics
Risk
& Compliance
CUSTOMER
EXPERIENCE
Focus In use
QR
InfoSlip
Allow print & mail customers to
get the full digital experience
by scanning a QR code.
Replace PDFs
with InfoSlips!
ROI: Turn-off paper & mail, deflect
support, reduce churn & upsell
Web
Calculators
Video
Images
Marketing
EXISTING
DIGITAL ASSETS
Brand
Content
Chatbot

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
Interactive with Self-Serve_   
Hyper-Personalization_    
iiA: InfoSlips Intelligent Assistant_    
One-Click Transaction Inquiry_  
QR Code on Print to go to Digital_     
Interactive Personalized Video_    
Targeted Adjacent Offers_ 
Promote Digital Channel Value_     
PDF Correspondence_     
Capitalize on Correspondence: Unlock ROI & Rise Above the Competition!
Features Crafted to Deliver Measurable Benefits
CLICK ON ANY FACE TO GET MORE INFORMATION OR HERE FOR THE NEXT SLIDE

Months
to ROI
Reduce
Care Costs
Featured
Return-on-Investment
Banking_ 3 – 12 10% - 15% Reduced paper & mail: 5% - 50%
Billing 6 – 12 7% - 50% Reduce days to pay: 45 to 30 days
Fintech_ 3 - 12 10% - 40% Reduced care costs: 10% - 70%
Insurance_ 6 - 9 5% - 25% Decrease Defaults: 5% - 8%
Logistics 3 - 6 10% - 40% Reduce days to pay: 45 to 30 days
Pension & Benefits Admin_ 6 - 18 10% - 15% Increase contributions: 3% - 21%
Wealth & Investment_ 6 - 12 10% - 35% Increase contributions: 2% - 15%
Workplace_ 9 - 18 3% - 5% Reduce turnover: 3% - 5%
Utilities_ 6 - 24 10% - 50% Save Energy: 1% to 5%
Return-on-Investment, by the Numbers
DIVE DEEPER USING THE INFOSLIPS INDUSTRY EXPLORER OR HERE FOR THE NEXT SLIDE

InfoSlips
#CCXM
Conversations
www.infoslips.com
How to Go from Data to Engagement
Rapid Implementation Process
Learn More

Press the ESC key or close the browser window to wrap up your session.
1. InfoSlips What How & Why
Learn More
3. Adoption & Conversion
7. InfoSlips Tech Deck
__API | Inversion-of-Control | Architecture
4. InfoSlips Value Proposition
5. InfoSlips Competitive Advantage
2. InfoSlips Industry Explorer
6. Designed Outcomes Methodology

“Data Month”
Kickoff
PMO/PMP
STREAM
TEMPLAT
E
STREAM
DATA
STREAM
Sign off
& Go-live
CHANGE
MANAGE
STREAM
DESIGN BUILD
ACQUIRE
TEST
DATA
ESTABLIS
H DATA
PATH
GO-LIVE
PLAN
DEPLOY
&
TRAININ
G
ESTABLISH
STEERCO
MANAGE
PROJECT
MANAGE
COST/SCOPE
ENSURE
COMPLIANCE
Use a Proven Methodology to Ensure the Design, Build and Implement Engaging Customer Correspondence
Three Concurrent Project Streams to Manage, Design, Build, and Ensure the Required Data is Available
Project Stream to Establish, Manage, Control Scope, and Ensure On-Time Delivery Within Scope and Budget
Template Stream to Design and Build the Template to the Ensure Designed Outcomes Are Delivered
Maps the Data to the Template and Ensures the Required Data is Received and Transported Securely
Post the Design and Data Streams, Change is Managed Both Internally and with Customers
Upon Signoff by All Stakeholders the Template is Migrated to Production and Goes Live!
Designed Outcomes Methodology: Kickoff to Go Live
Month 1 Month 2 Month 3
Start

Consume any data or media file from any application on any platform
One or more files are transported via Rest:API or Graph:QL for real-time or batch processing
Files are merged with a selected correspondence template to produce customer communications
InfoSlips: Full control of the correspondence process
Deliver customer correspondence in the required format
Correspondence: Archived for 5 years or more and can be accessed, viewed, and resent on demand
Correspondence are made available to your customers in a touchpoint or channel of their choosing
Customers engage with correspondence crafted to offer a dynamic, interactive, and engaging experience
INPUT
• Any Data File
• Media File
• JSON Payload
1
• Payload via
REST API or
GraphQL
• One or More files
• Real-Time or Batch
TRANSPORT
2
• Transform to JSON
• Templates
• Hyper-
Personalization
COMPOSITE
3
• Run, Schedule,
Approve & Release
• Analytics & Reporting
• Users & Helpdesk
• Content Management
MANAGE
4
OUTPUT
• Interactive InfoSlip
• Print Mailing
• PDF/Excel Export
5
STORE
SECURELY
• Five Years or More
Archive
• Legal Statement-of-
Record
• Helpdesk Access
6
NOTIFY & USE
• Customer Portal
• Customer Mobile App
• Print & Mail (QR)
• Email, SMS &
Message
• IVR & USSD
7
Inclusivity &
Usability
ENGAGE
• Interactive
Experience
• Personalized Video
• iiA - AI Assistant
8
THE PROCESS: FROM DATA TO ENGAGING CUSTOMER CORRESPONDENCE
CLICK ON ANY HEADING ABOVE TO GET MORE INFORMATION OR HERE FOR THE NEXT SLIDE
Pipeline: From Data to Engagement

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
Enable customers to easily find answers within correspondence, reduces the need for support,
and lowers customer care costs.
GO
BAC
K
73% of customers report that speedy support resolutions
are key to a good customer experience

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
87% agree that interactive content grabs the attention of the
reader more effectively than static content
Enhancing customer engagement by delivering correspondence that is
valuable, useful, and captivating.
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
Customers who can effortlessly access the information they require are less likely to
experience frustration, ultimately reducing the likelihood of churn.
GO
BAC
K
77% of customers report being more loyal to companies
that offer a good customer experience

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
Hyper-personalized correspondence enables customers to quickly and easily access relevant information,
reducing the need for costly additional support
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
Personalized correspondence with relevant information leads to
increased customer engagement and utility.
GO
BAC
K
63% Improvement in conversion rate due to personalization

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
Providing customers with relevant and personalized information reduces frustration and
increases loyalty, minimizing the likelihood of them seeking an alternative.
GO
BAC
K
25% reduction in customer churn due to personalization

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
72% of customers are willing to spend with a company
that provides a good customer experience
Personalized correspondence leads to increased customer engagement, which in turn
creates opportunities for cross-selling and upselling, resulting in higher revenue
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
Enabling customers to ask questions about their statements and receive instant AI-powered assistance
reduces customer care costs by deflecting support traffic.
GO
BAC
K
Using chatbots can reduce customer service costs by as much as 30%

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
If the alternative was to wait 15 minutes for an answer, 62% of consumers
would rather talk to a chatbot than a human agent
Enabling customers to interact with their correspondence and receive immediate responses
significantly boosts engagement levels.
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
67% of customer churn is preventable if the customer issue
was resolved at the first engagement
Customers who engage in conversations with an AI assistant to obtain answers are
more satisfied and less likely to leave
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
(Conversational AI) Chatbots increased sales by an average of 67%
Leverage the AI-powered assistant to provide personalized & highly relevant
product and service recommendations based on customer information
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
For every 1% improvement in First Call Resolution
you reduce your operating costs by 1%
Enabling customers to inquire about transactions provides a help desk with comprehensive
and contextualized inquiries, leading to swift resolutions and reduced care costs.
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
Enhancing customer service by enabling transaction inquiries within correspondence,
resulting in faster issue resolution and increased customer engagement.
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
Customers requiring assistance with printed correspondence can scan the QR code to access the digital
InfoSlip – accessing features including video, additional details, and one-click inquiries.
Resulting in reduced care costs.
GO
BAC
K
QR Codes Deliver Savings and Digital Advantages

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
Traditional printed correspondence lacks interactivity & fails to engage customers effectively. Embedding a
QR code on the print allows access the full interactive digital experience, resulting in increased
engagement.
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
Enhance the experience by including a QR code on mailed correspondence, enabling access to the digital
InfoSlip. Save costs by sending a cost-effective summary page via mail while delivering the comprehensive
version digitally.
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
By utilizing the QR code on printed correspondence, customers gain access to a wide range of digital
features, resulting in a delightful and satisfying experience that ultimately reduces customer churn.
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
Unlock revenue growth by leveraging personalized videos and other relevant offerings through the QR code
on printed correspondence. Transforming correspondence from a cost center into a profit center.
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
69% of customers choose to watch a video
rather than talk to customer support
Utilizing personalized videos to present key information and educate customers on correspondence details
leads to cost reduction in customer care
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
47% higher click-through rate than non-interactive video content
Video, particularly personalized video, has demonstrated a significant boost in customer engagement.
When customers receive tailored video content, they become more actively involved.
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
44% will become repeat customers after
receiving a personalized experience
Capture customer interest and foster loyalty by tailoring personalized videos to address needs &
preferences, resulting in enhanced customer engagement, decreased churn, and improved product or
service awareness.
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
49% of buyers purchased something they didn’t initially intend to
after receiving a personalized recommendation
Personalized videos have shown a remarkable 93% increase in conversion for businesses. 90% of
customers find personalization appealing, making personalized videos powerful for upselling
& cross-selling in the sales process.
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
Targeted call-to-action offers within correspondence boost revenue by
promoting relevant adjacent or complementary products/services
GO
BAC
K
72% of customers are willing to spend with a company
that provides a good customer experience

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
Customers who recognize the benefits of interactive InfoSlips compared to print are more inclined to embrace
digital channels, leveraging its features. Utilizing these features, care costs can be significantly reduced.
GO
BACK
Use a Welcome Pack at the start of the customer journey

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
Customers who actively engage with interactive and two-way digital correspondence will experience
improved understanding and utilization
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
5% to 60% cost savings are achievable by giving customers a reason to
go digital and use an ongoing Adoption & Conversion Campaign
Customers who embrace and rely on interactive personalized correspondence features can
help the organization achieve substantial savings in printing and mailing expenses
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
Customers who embrace and rely on the interactive personalized correspondence features are more likely
to stay, thanks to the superior experience and reduced frustration, resulting in happier and more loyal
customers
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
42% of business leaders are looking to invest in CCM technologies with the
goal of attracting new customers and enhancing their business operations
Digital InfoSlips correspondence enables customers to receive highly targeted and
personalized product or service offers, leading to substantial revenue growth.
GO
BAC
K

Reduce
Care Costs
Increase
Engagement
Save Print
& Mail Costs
Reduce
Churn
Increase
Revenue
Using PDFs for business content introduces a massive black hole
in your customer journey data
PDFs, created in 1993, are not mobile-friendly or secure, lack accessibility features, provide no tracking
capabilities, lack interactivity, & make it difficult to find information within lengthy documents.
GO
BAC
K

Any Input Format From Any System
Preprocessor
SUPPORTED
FILE FORMATS
Data
o JSON
o CSV (Excel)
o Text
o XML
o Custom
Media
o Video (MP4)
o Audio (MP3)
Images
o PNG
o JPEG
{JSON}
Data in different formats and from multiple files are
converted to JSON format for processing

Data Transport & Transformation Pipeline
REST:API
Graph:QL
Web upload over HTTPS
S3 bucket drop
SFTP
InfoSlips
Preprocessor {JSON}
PIPELINE
PROTOCOL
Safe and secure transport of payloads.
The payload can come via REST API or GraphQL via one or more files in different formats.

{ GRAPH:QL } & { REST:API }
Use GRAPH:QL & the REST:API to seamlessly & efficiently integrate
to use any of the InfoSlips functionality in real-time.

Crafting Effective Correspondence
Current: Sterile & Unhelpful
“You have exceeded your account
limit.“
Future: Empathetic &
Compassionate
“Hey Sarah, we noticed you've gone a bit
over your account limit. Life can have its
ups and downs; let's work on a solution
together. Click here for assistance.”
Ineffective
& Alienating
Effective
& Action Orientated

Behavior1
Structure
Content1
Graphing1
Framework
Style1
Interactivity1
Media1 Libraries1
Fonts1 Charts1
Maps1
Template Composition
o Templates are created using standard web technologies - not postscript or PDF
o Web-based templates provide a native digital experience on any device – no PDF viewer is
required
o Export to PDF and Printing with Mailing are supported using the same template
1 Elements that can be stored and managed in the InfoSlips Content Management System (CMS)
HTML CSS JavaScript Angular Kendo

Take Control: Use the Admin Portal
Run Control
Process
Distribute
Create
Trial
Monitor
Upload
Users
Access
Revoke
Create
Usage
2-Factor
Roles
Company
Logs
Config
Setup
Theme
List Mgmt
Templates
Recipients
2-Factor
Whitelist
Helpdesk
Resend
Blacklist
Find
Content
Management
Versioning
Preview
Create
Link
Rules
Edit
Templates
Email Design
Pre-
Process
Provision
SMS
Design
Post-Process
Link
Reporting
Statistics
Usage
Delivery
Analytics
Export
Rejections
Tools
Logs
Distribute
Queue
Status
Trial
Monitor
Search
Data

Text or Markdown
Welcome Pack
Annual Policy
Statement
Images
Videos
Take Control, Change Assets Using Content Management
Brand
Languages

Peek into Customers Minds
Failure and Comprehensive Delivery Reporting _
Device-Specific Metrics with Usage Patterns_
Click-Stats Surface Customer Priorities _
Analytics highlight what your current correspondence cannot!
Lifecycle Trends to Drive Customer Success Optimizations _

Access Secure Historical Correspondence Instantly
o Real-time access to five or more years
of secured historic correspondence
o Customers can view current & historic
correspondence
o Helpdesk agents can search, view, and
resend notifications using the provided
Admin Portal
o Optional: Use the API to search,
retrieve, view, and resend archived
correspondence
o Optional: Send correspondence back
to the customers’ environment for
storage in their own DMS
Customer Helpdesk Agent API
5+ Years Document Archive
AUTHENTICATE AUTHENTICATE

5+ Years Document Archive
Mobile
App
Email
Messagin
g Apps
Text
or
SMS
Online
IVR
InfoSlip
Document
Any Web
Browser
o View correspondence in the channel of choice
o Notifications sent via email or text
o Use your own portal or the white-labelable version
provided
o No plug-in, Adobe Reader, or download is required

View InfoSlips In Your Customer Portal or Existing Mobile App1
Integrate seamlessly to your portal app using the {REST:API} or {GRAPH:QL}
1 No portal, no problem: Use the provided InfoSlips Viewer
Stream
Decrypt
Authenticate {GRAPH:QL}
{REST:A
PI}

Mastering the Art of Customer Engagement
Only once customers find correspondence valuable is it possible to
drive Designed Outcomes and Calls-to-Action
Engaged
Customers Take
Action
Interactive
with Self-Serve
Hyper-
Personalization
QR Code on
Print
to go to Digital
One-Click
Transaction
Enquiry
Interactive
Personalized
Video
iiA: InfoSlips
Intelligent
Assistant

Use Personalized Video Within InfoSlips
InfoSlip
Video1
Initial hook
Handshake
Primary call to action
Key info
Secondary calls to action
Interactive elements
Transaction inquiry
Drill through to detail
Client
Opens the
statement
Client engages
with the detail
Video handoff
to the detail
1 Any video can be used, but personalized video will deliver better
results
Ava
of customers like
receiving video
communications
82%

Transforming Statements
into Conversations
o Drive Engagement
o Improve Usability
o Reduce Care Costs
o Protect Personal Information
What are my
balances?
Your balances are as follows:
Checking account: $600.00
Savings account: $6,421.31
Credit card account:
$1,024.12
How can I
save?
The statement suggests that
you can save by taking a few
simple actions. These
actions include tracking your
spending through the bank's
PrimoBank Statement - June
2019
iiA
)
InfoSlips Intelligent
Assistant
Conversational AI Statistics 2023
Key Insights And Trends

Interactive
Correspondenc
e
Text
(SMS
)
Messagin
g
PD
F
Email
Print
& Mail
One InfoSlip: Many Outputs
InfoSlips: A Single Document for Multiple Output Formats - Including Print and Mail

Show Commitment Towards Inclusivity &
Accessibility
Mitigate legal risk, and improve
usability and engagement for all
by using the AI-powered
accessibility feature within
correspondence:
Ensure compliance with:
o Web Content Accessibility
Guidelines
o Americans with Disabilities Act
o Section 508
o (EU)2016/2102

InfoSlips
#CCXM
Conversations
www.infoslips.com
TODAY’S AGENDA
01 Introductions & Brief
02 Presentation & Demo
03 Q&A & Discussion
04 Next Steps

Customer
Service
36%
Customer Data
Verification
46%
Customer
On Boarding
38%
Sales
Quotes
36%
“42% of business leaders are looking to invest in CCM technologies with the
goal of attracting new customers and enhancing their business operations.”
Source: IDC Automated Document Generation and Digital Customer Communications Survey, 2023
Top Technology Customer
Communications Priorities

Do you like receiving video communications
from brands you do business with?
82%
YES
All
Consumers
86%
YES
Gen Z &
Millennials
90%
YES
High
Earners
* Respondents included only those who already receive video from brands.

InfoSlips: Introduction - What How & Why

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