From Lee Nagel, President, DataOceans
As 2025 comes to a close, I’ve taken time to reflect on the progress our organization has made and the momentum we carry into the year ahead. This has been a year defined by steady growth, thoughtful collaboration, and broader recognition across the industries we serve. At the center of this progress is our commitment to delivering technology that helps organizations communicate and engage more effectively with their customers across multiple channels, enabling greater self-service, improving customer satisfaction, reducing costs, and ensuring ongoing compliance.
One of the more notable victories this year was the UnitedHealth Group Global Innovation Challenge Award, which recognized our ability to convert complex data into modern multi-channel communication and self-service experiences. This distinction spoke to a principle that guides much of our work: when organizations can make data truly actionable, they strengthen the quality, timing, and reliability of every interaction they have with their customers. This focus remains central to our roadmap and will continue to shape the solutions we bring forward.
We saw considerable growth in our customer portal business throughout the year. Some clients sought a complete digital portal to modernize their customer experience, while others benefited from our ability to seamlessly integrate targeted enhancements into their existing customer portals. Working with existing and new clients, we refined a flexible model that supports both ends of this spectrum – complete customer portals branded and hosted for our clients as well as focused components designed to improve specific self-service journeys.
These efforts underscored a broader industry shift: organizations increasingly expect their communication systems to support a more frictionless, self-service-oriented digital world.
Our partnership with ACI Worldwide reached new heights this year. By participating in ACI’s Payments Unleashed event, we unlocked valuable opportunities to engage in deeper conversations about the convergence of customer communications, payment innovation, and the overall customer experience. These discussions have been instrumental in shaping our joint initiatives, reinforcing the importance of integrated digital strategies that drive convenience, engagement, and loyalty. Together, we’re committed to delivering solutions that empower businesses and elevate the way customers interact with payments.
Our collaboration with Hudson Cook, LLP also advanced this year. Compliance Hub+ gained broader adoption as lenders embraced a more efficient way to manage evolving regulatory requirements and sought more dependable processes for managing loan-related communications. We presented alongside Hudson Cook and Carleton at the Counselor Library Financial Services Conference, where we discussed regulatory developments and offered practical guidance for maintaining compliance at scale. The libraries of documents we offer with Hudson Cook will continue to expand, including materials such as loan notes, to support a broader range of communication requirements for lenders.
Letter and statement production continued to play a central role in our mission. By applying automated workflows, improving delivery governance, and offering structured guidance around digital adoption, we help clients reduce manual steps, enhance accuracy, and encourage stronger participation in digital channels. These improvements supported operational efficiency and a more consistent customer experience, and they will remain priorities as we move into 2026.
This year, DataOceans maintained its position as a Leader on the Aspire Leaderboard in both the CCM/CXM Outsourcing Services and Customer Experience Platform categories. We were also named to Document Strategy’s Hot Companies list for 2025-2026. These distinctions reflect the commitment of our team and the trust our clients place in us as they navigate a communication environment shaped by shifting regulations, rising service expectations, and increasingly complex operational demands.
As we look ahead to 2026, our focus remains unchanged: delivering technology and services that empower our clients to communicate and engage more effectively with their customers. Provide solutions that lower operational costs and improve customer satisfaction by expanding self-service options and enhancing the customer journey, while streamlining the process of updating communications to maintain compliance and drive stronger engagement.
I am grateful for the dedication of our team, the insight shared by our partners, and the confidence our clients place in DataOceans. Thank you for contributing to a productive and rewarding 2025. I look forward to the opportunities ahead as we continue building solutions that simplify compliance, strengthen communication, and support a more informed, self-service-driven future.
Wishing you a successful year ahead. If you would like to discuss how DataOceans can support your communication or digital engagement initiatives in 2026, we welcome the conversation.