
- Reinventing Client Communications We bring innovative solutions to the financial services marketplace that allow companies to rethink the way they manage client communications.
- Addressing Your Challenges We understand the challenges you face with creating client documentation and we have the solutions to meet them.
- Spreading Ideas The latest news and commentary on client communications.
- 2012 User Conference Bringing together XiDocs users, partners, and the Xinnovation team for knowledge transfer and sharing of best practices…
Revolutionizing Document Automation and Management
Xinnovation provides the best in class document automation and management solutions for mission critical documents. We reduce the corporate effort necessary to manage the document lifecycle, allowing our clients to spend less time producing documents and more time innovating to drive client reach.
Whether it’s Client Reports, Pitch Books, Retirement Plan Reviews, RFP Responses, Investment Mappings, Fund Fact Sheets, or other custom document solutions, we make it easier for you. We make it easier to create the documents, manage the document lifecycle, and control and approve all content, branding, and messaging in the documents.
As a Microsoft Gold Certified Partner, our products are tightly integrated with Microsoft SharePoint and Microsoft Office. Our products and solutions make it easy for business users to drive the document lifecycle and reduce the dependency on technology resources.
