UniServe 360 Overview

UniServe Web Designer is a modern cloud-native platform which helps you design regulatory communication templates and layouts without any IT dependency. It is fast, accessible, and ideal for businesses that need to update communication templates quickly and consistently. All the processing happens behind the scenes (on the server) while the browser gives you an easy-to-use WYSIWYG interface.

With UniServe 360, you can:

  • Reduce design turnaround time

  • Maintain uniform branding

  • Make quick changes across departments

  • Avoid version mismatches

With UniServe 360, simplify template maintenance for complex documents and ensure accurate personalization based on your data and customer profiles.

Industry Use Cases for UniServe 360

UniServe 360 supports high-volume, regulated, and personalized business communications across business verticals.

Let's look at few use cases how UniServe 360 helps different business verticals.

Banking - for high-volume, regulated, and time-sensitive customer communications.

  • Customer statements (Savings, Current, Credit Card)

  • Account summaries

  • Loan approval and rejection letters

  • EMI schedules

  • Billing and payment notifications

  • Regulatory notices and disclaimers

  • Welcome kits for new accounts

  • Marketing inserts (offers, cross-sell messages)

Insurance - Used for high-volume, regulated, and time-sensitive customer communications.

  • Policy documents

  • Policy schedules and endorsements

  • Renewal reminders

  • Claim intimation and settlement letters

  • Benefit illustrations

  • Welcome kits for new policyholders

  • Regulatory disclosures and disclaimers

Utilities and Telecom - Used for recurring and usage-based communications.

  • Monthly bills

  • Usage summaries

  • Payment reminders

  • Plan change confirmations

  • Regulatory and legal notices

Financial Services (NBFCs, Lending, Cards) - Used for customer lifecycle and transactional communications.

  • Loan approval and sanction letters

  • Repayment schedules

  • Billing notifications

  • Due reminders and delinquency notices

  • Account summaries

  • Promotional inserts for upgrades or top-ups

Enterprise and Corporate Communications - Used for standardized internal and external communications.

  • Employee letters

  • Corporate notices

  • Legal and compliance documents

  • Customer advisories

  • Branded communication templates

How it works

Working with UniServe 360 Designer is simple.

Log in through your browser, create a template, and use the drag-and-drop editor to add content and structure. Changes are saved centrally so all users access the latest version.

Best Practices

  • Keep layouts simple and readable.

  • Test templates with multiple datasets before publishing.

  • Use version comments to track the purpose of changes.