Email Signatures

Transforming Skepticism into Success: CMG Financial's Email Signature Evolution

Industry: 
Financial Services
Size:
Mid Size
Use Case:
Email Signatures
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What 

CMG Financial

 Achieved

25,000 Customizations

Opensense’s efficient onboarding and implementation allowed CMG Financial flexibility in managing diverse email signature templates for multiple brands with over 25,000 unique email signature combinations.

Compliance & Control

Opensense ensured that all CMG Financial employees had the right tools to project a professional image while staying compliant with strict compliance and industry regulations.

Goals

Consistent Branding
and control across employee email
Simple, Cloud-based Centralized Management
of email signatures
Total Email Compliance
and control
Manage and Scale Multiple Brands
within a single solution
White-Glove Onboarding
and implementation

Products Used

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Problem

CMG Financial, a nationwide mortgage lender, faced a significant challenge when it came to managing email signatures. The company's rapid growth and intricate structure, which encompassed parent companies, joint ventures, and real estate partners, compounded the complexity of this task. A standard email client like Outlook presented additional challenges due to its limitations in email signature control and customization. 

Sanford Tantleff, a Senior Business Systems Analyst at CMG Mortgage, Inc., initially questioned the need for a dedicated email signature management solution, believing that standard email clients should suffice, “initially, I was skeptical of the solution.” Shortly after adopting the tool, Sanford’s perspective changed, turning him from a skeptic to a believer.

Solution

From Skeptic to Believer

Opensense streamlined this process for CMG Financial’s seven and counting joint ventures operating under the parent brand. Sanford explained, “Opensense made managing email signatures for multiple brands a breeze. Each joint venture at CMG Financial has its own branding, including unique banners, colors, and logos, with all data from Azure being sent via API to Opensense, and the email signatures were dynamically routed based on the sender's email address. This allowed us to have full control over company email.“

Sanford’s “Aha! Moment” came when CMG Financial's loan officers explained the real-world impact of Opensense email signatures. Loan officers are always on the move, and the brand protection provided by Opensense was key, “professionalism and trust are paramount, especially when dealing with high-stakes transactions, such as buying a $600,000 house. 

A consistent email signature for every employee, regardless of location, was crucial for building trust with clients,” said Sanford.

Solving for Scale: The unique edge of Opensense

What sets Opensense apart is its ability to scale.

Santleff Sanford commended Opensense's team for their adaptability and responsiveness during the onboarding process. The platform's flexibility allowed diverse brands to maintain their unique email signature templates, all managed through a unified interface. 

Despite the standard signature template being utilized by thousands of employees, each one showcases a unique email signature. Raj Chellappan, Senior Business Analyst at CMG Financial, playfully noted during onboarding that their email signatures present over 25,000 combinations – reminiscent of the many choice combinations available at a Subway sandwich counter. 

Greater Compliance and Control

One key feature that stood out was Opensense's ability to offer customized control based on user roles. For employees subject to strict compliance and regulatory standards, their signature templates were locked down to ensure adherence to industry regulations. We were able to deliver several templates to accommodate the roles and use cases - for example, a subset of employees were required to display NMLS ID in all correspondence.

In contrast, non-compliance roles had more freedom to customize their signatures. 

Our solution ensured that all CMG Financial employees had the right tools to project a professional image while staying compliant with regulations.

"Opensense provides a level of professionalism that comes with having a bonafide, fortified email signature where nothing can be misconstrued. You have all the power to fix or unfix an email signature for thousands of people with a click of a button. Opensense turns skeptics into believers. It's a game-changer, especially for a customer-facing industry like ours."
Sanford Tantleff
 , 
Senior Business Systems Analyst at CMG Financial

Results

From Zero to Hero

Opensense platform solved CMG Financial's need for professional, consistent email signatures companywide, streamlining the management of multiple joint ventures with unique branding, ensuring brand consistency while offering flexibility and maintaining compliance.

"Opensense provides a level of professionalism that comes with having a bonafide, fortified email signature where nothing can be misconstrued. You have all the power to fix or unfix an email signature for thousands of people with a click of a button. Opensense turns skeptics into believers. It's a game-changer, especially for a customer-facing industry like ours", Sanford Shares.

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