If you’re in a regulated industry, insurance, financial services, or healthcare, you face growing pressure to deliver customer communications that are fast, personalized, and compliant. All while managing shrinking budgets, rising customer expectations, and legacy systems that weren’t built for today’s pace.
Unlock Faster Content Creation, Compliance, and Archiving
Staying compliant, on-brand, and ahead of customer needs shouldn’t slow teams down. This quarter, we introduced a suite of powerful new APIs for EngageOne™ RapidCX, designed to help organizations get to market faster, stay compliant, and connect with our tools in the way that works best for you.
We are housing all our powerful APIs in the new EngageOne™ Developer Portal. This portal gives developers and teams a self-service environment to explore, test, and integrate EngageOne™ APIs with ease. Whether you’re a current customer or evaluating our platform, the portal provides a clear view into how you can build and connect with our APIs.
Here’s what’s new:
- Automate customer communication across channels: Automate the creation, composition, and delivery of communications across channels from any business application, including CRM or claims processing system to EngageOne™ RapidCX.
- Archive your way: Simplify retrieving and uploading communications to the archive, you can now upload files from your own archive or repository into EngageOne™ Rapid CX.
- Know what’s happening in real time: Receive instant status notifications for print, email, and SMS communications, reducing manual follow-up.
- Safely transfer sensitive data: Deliver benefit notices, financial statements, and onboarding documents while meeting industry compliance standards through our OAuth2-enabled Public API integration.
- Stay PECR-compliant: Protect customer data while capturing open and click data. Automatically redact personal identifiers to maintain privacy.
Designed With Your Role in Mind
This release delivers new capabilities designed to help developers, executives, and designers work faster, smarter, and more efficiently in their roles:
- For developers: Connect Engage tools into your business systems quickly, reducing delays and integration headaches. Instant updates, robust documentation, and secure APIs help teams move fast and build smart.
- For executives: Strengthen InfoSec alignment while maximizing your existing email infrastructure, eliminating unnecessary silos, and reducing overall compliance risk.
- For designers: Work more efficiently with control over templates, access to new fonts, and simplified updates. This cuts down time to market by making communication design and version management faster and easier.
Visit the EngageOne™ Developer Portal to browse our latest APIs.
Build Stronger One-to-One Connections with Your Customers
We are making it easier than ever to connect with customers in meaningful ways. These latest updates help teams create more relevant experiences across video and SMS, without added complexity or manual work.
Here’s what’s new:
- One-to-one personalization for key contacts: Share personalized videos with key contacts without uploading bulk contact files. Perfect for your marketing, sales, customer support, and retention teams.
- Boost SMS deliverability: Gain greater flexibility with support for validated sender numbers in SMS campaigns.
- Build complex videos faster: Quickly view, reorder, and manage overlays in complex scenes. Use viewer data to create more impactful video experiences.
Designed With Your Role in Mind
For the teams driving engagement, creativity, and compliance, these updates give marketers, designers, and compliance leaders the tools they need to connect with customers more effectively.
- For Marketing and Sales: Send personalized videos to high-value contacts. This makes it easier to engage key prospects and customers quickly.
- For Video Designers: Leverage new conditional logic and overlay tools that simplify complex video creation so you can personalize every scene. It’s drag-and-drop, not drag-and-cry.
- For Compliance Users: Automate email scheduling and PECR-compliant delivery to make it easier to meet regulatory requirements, helping your team avoid risk with built-in privacy tools.
Want to learn more? Schedule a demo to discover how EngageOne™ Communicate can help you create innovative experiences that strengthen customer loyalty. In the meantime, explore more about our solution.
Coming Soon: AI for Regulated Industries
We’re introducing practical, secure AI tools to help regulated organizations work faster, while maintaining control. From intelligent search that uncovers approved content in seconds to sentiment analysis that flags off-brand language and suggests content improvements, our AI is purpose-built to meet the strict needs of regulated industries.
Imagine this:
A customer service agent drafts a message. It’s clear, but the tone’s a bit sharp and off-brand.
Before they hit send, AI flags it and suggests a softer rewrite—keeping everything on-brand and compliant.
That’s the power of our upcoming Sentiment Analysis capability.
With AI handling the heavy lifting, searching, reviewing, and suggesting, your teams can focus on what matters most: delivering communications that are clear, compliant, and customer-first.
Read more about how Precisely is leading the way in AI-powered communications in our latest press release: Precisely Pioneers AI to Modernize Customer Communications
