Generate FASTER and Manage SMARTER. Start anywhere in our suite of solutions.
- Client Communications Suite Generate your communications FASTER and SMARTER. Powered by XiDocs.
- XiDocs Version 5 Built for SharePoint 2013 and Designed FOR YOU
- Mobile Document Delivery Enable your workforce and deliver client documents securely to mobile devices.
- CRM Integration Generate and manage client documents from your CRM system.
- Spreading Ideas The latest news and commentary on client communications.
Revolutionizing Document Automation and Management
Xinnovation helps you Increase Productivity across your Sales, Client Services, and Marketing divisions.
We provide 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 2013, Microsoft Office, and Microsoft Dynamics CRM. Our products and solutions make it easy for business users to drive the document lifecycle and reduce the dependency on technology resources.