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Concord Equity Group Advisors Selects Exstream Software's Dialogue

Friday, March 31, 2006

Press release from the issuing company

March 30, 2006 -- Exstream Software, Inc. today announced Concord Equity Group Advisors (Concord), a leader in outsourced wealth management solutions, has selected its market-leading Dialogue enterprise personalization software to provide its financial services clients with turnkey solutions for delivering clearer, more relevant on-demand financial reporting to their clients—giving them full control over content creation without large upfront costs or ongoing maintenance expense. Concord also plans to use Dialogue as a rapid development prototype tool to assist clients in testing the viability of sales and marketing campaigns without a huge investment. Key drivers in Concord’s selection of Dialogue included its high-performance engine, flexibility, ease of use, collaborative design environment and ability to integrate seamlessly with the company’s existing CRM system. Clients will have the option of using a web browser to easily create rules-based variable content for incorporation into documents at run time. Additionally, Concord will take advantage of Dialogue’s ability to dynamically include a wide variety of data-driven charts that come alive through the use of color, multiple dimensions and slice explosion to help clients differentiate themselves in a crowded marketplace. “In a global economy, you can’t be experts at everything and you don’t have to be. Adding Dialogue to our core offerings adds significantly to the ease of outsourcing for our clients,” said Lee Argush, executive managing director for Concord Equity Group Advisors. “With Dialogue, we can offer clients the ability to directly collaborate on document creation over the web, or we can house a library of components for them to create their personalized documents. Either way, we make it possible to dynamically build correspondence that is more meaningful to the recipient. In both instances, time and money will be saved, which makes everyone happy.” “There is a clear need for financial services organizations to link all of a customer’s information together to produce dynamic, personalized communications that meet the requirements of the corporation, the investment advisors, and most importantly, the clients,” said Brent Burns, group vice president, financial services at Exstream Software. “Concord provides a singular outsourced focus that enables its clients to compete vigorously with document solutions that meet their customers’ needs, allowing them to further differentiate themselves and grow their business. We are pleased Dialogue is adding value to this important initiative.”

 

 

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