Customer Communications
Deliver the personalized experiences your customers expect, and the proof your regulators need. AI helps you move faster on both.
FOR REGULATED INDUSTRIESGovernance built into every customer communication
Regulated teams need to move fast, without adding risk. Bring communication creation, delivery, and archival under one governance model. Maintain full control with self-service tools that let your team own every change, or rely on our managed services team to handle updates on your behalf. When you’re ready to modernize, AI migration assistance means you don’t have to start from scratch.
Timely, consistent communications delivered at scale
“RapidCX gives us a modern foundation to deliver [clear, consistent communication] at scale, helping ensure customers receive timely, accurate information through the channels that best support their needs.”
Don Simon, CEO
Farm Bureau Insurance of Michigan
Your content, your approval,
your compliance
Global scale, deep expertise. Precisely specialists have transformed regulated communications for organizations worldwide.
Create faster,
no handoffs
Create and collaborate in plain language, built for regulated industries. Deliver and track every interaction, with as-delivered records your team can access.
Stay compliant
and in control
Review AI-scored readability and sentiment, run compliance checks, and track versions, all in one workflow, with your approval before anything moves forward.
Start from
trusted data
Connect core systems without custom integration. Data quality, enrichment, and governance are included, keeping communications accurate and audit-ready.
Integrate composition systems
Run regulated communications on one platform and enable business users to make changes directly, eliminating vendor sprawl and reducing costs.
Consolidate templates, cut print costs
Consolidate disparate templates and move print off-site, while maintaining end-to-end tracking and certified delivery for every customer communication.
Accurate, compliant communications at scale
Roll out new invoice designs and personalized multi-channel communications across your entire customer base without exceeding paper, mailing, or fulfillment costs.
Independently audited, recognized by analysts
EngageOne™ software is 27001:2022 certified and audited against SOC 2 Type II annually, with independently examined controls covering Security, Availability, Confidentiality, Privacy, and Processing Integrity. These are the standards that regulated industries require.
„Excellent Experience“
„Powerful, Scalable Document Composition for Standardized Yet Personalized Communications“
„Excellent Event Reminders That Keep Me on Track“
CCM Maturity Scorecard
Use the CCM Maturity Scorecard to know your gaps before your customers do.
Explore more resources
Frequently asked questions
What is customer communications management (CCM)?
Customer communications management (CCM) CCM software brings every step into one place, so teams change content quickly and prove what was sent, when, and to whom.
Does EngageOne™ RapidCX integrate with Guidewire, FIS, Alfa, or our existing core systems?
Yes. EngageOne™ RapidCX is pre-integrated with FIS for financial services and Guidewire for property and casualty insurance. A native API library and MCP support connect to CRM, billing, ERP, and contact center systems without custom integration work. See our full partner and integration ecosystem. Pre-built connectors shorten implementation and cut custom integration work.
Will AI send something to customers that we did not approve?
No. Every AI agent is assistive and opt-in, and a business user reviews and approves every result before it reaches a customer. Compliance risk scoring, tone and readability checks, and PII masking all run before distribution, and every action is logged for audit.
How does Precisely keep the data in our customer communications accurate?
Communications connect through APIs to data integration, quality, governance, enrichment, location intelligence, and master data management on the Precisely Platform. Addresses are validated and customer records checked before a message is composed.
Does EngageOne™ RapidCX include content management and archiving?
Yes. Content creation, versioning, approval workflows, and a searchable archive are built into the platform, not sold separately. Business users manage content directly, and every version is stored, retrievable, and audit-ready. Competitors treat content management and archiving as separate products. In EngageOne™ RapidCX, they’re part of the same workflow.
Which industries use EngageOne™ Software?
EngageOne™ Software is built for regulated industries: insurance, financial services, banking, healthcare, and telecommunications. These industries share common requirements: high communication volumes, strict compliance mandates, and the need to prove what was sent, when, and to whom. Customers include banks and lenders, property and casualty insurers, wealth management firms, and European telecoms operating under GDPR and accessibility regulations.
Does EngageOne™ support accessibility compliance?
Yes. EngageOne™ RapidCX automates accessibility remediation for PDF and digital communications, helping organizations meet WCAG, ADA, and European Accessibility Act requirements at scale. One European telecom reduced remediation from six weeks to 20 minutes per page ahead of €100,000 penalty rules.
Is EngageOne™ RapidCX cloud-based?
Yes. The EngageOne™ software portfolio includes both cloud and on-premises deployment options. EngageOne™ RapidCX is a cloud-native SaaS platform for organizations ready to modernize, while additional EngageOne™ solutions support on-premises and hybrid environments for organizations with existing infrastructure investments.
When is the right time to migrate your customer communications platform?
The best migration moments are when your organization is going through a core system change, a platform consolidation, a digital transformation initiative, or a new business acquisition. AI migration assistance analyzes your existing communications and helps consolidate legacy complexity, so you modernize without replicating what you’re leaving behind. Every customer’s path is different. Self-service tools let your team lead the migration, or our managed services team can run it for you.