Nancy Green

Nancy Green is part of the US Customer Communication group at MetLife and is responsible for transforming the customer communication experience, including setting standards and guidelines for correspondence and developing easy-to-understand content. She is a Chartered Financial Analyst and serves on the Advisory Board of DSF ‘18.

Fall Digital Issue 2017

Inventories & Metadata: The Essentials for Great CCM

BY Nancy Green

Oct. 16 2017

We have all been busy over the last few years improving design, simplifying content, and setting standards to make it easier for customers to understand the business correspondence that they receive. Across...

The End of IT-Dependent CCM

By Patrick Kehoe

Enterprise software has aimed to remove friction, reduce reliance on technical resources and put more control in the hands of the teams who understand the task at hand
Beyond AI: The Real Next Frontier in Customer Communications

By Liz Stephen and Mia Papanicolaou

AI has dominated headlines for the past few years in the regulated communications space, and in many ways, deservedly so. It can automate processes, personalize at scale and accelerate the production
Beyond Bots

By Eric Riz

Robotic Process Automation (RPA) has long been recognized as a tool that clicks buttons faster than humans, excelling at repetitive tasks like moving files or exporting reports
How IDP is Reshaping CCM: Transactional and Accessible Communications

By Ernie Crawford

For decades, customer communications management (CCM) has focused on outbound engagement, such as statements, explanations of benefits (EOBs) and annual notifications of changes (ANOCs), delivered in
Why Every Document Is Now a Touchpoint

By Gary Gregg

When I think about how far customer communications have evolved, it’s clear that we’ve entered a new era, one where the regulated document is moving from being an artifact of a transaction

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