The Revolutionary Statement, Notice and E-Statement Delivery Solution

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Presentation transcript:

The Revolutionary Statement, Notice and E-Statement Delivery Solution The Future of Document Processing

Key Challenges Lower costs of operations Drive increased Income Acquire New Members Grow Member Relationships Increase your Digital Channel Usage

The real challenge is: “How do you better engage your members and stay front of mind for all of their financial needs?”

Improve Share of Wallet Communication with your customer has been shown to have the biggest impact on share of Investable Assets

How is it managed today? In-house – basic statements from core No personalization Not cost effective (postage and print savings) Outsourced to printer Cost per each e-statement Cost per notification Delay in online statement availability

Key Benefits Hosted or In house Enhanced design capability Personalized marketing messaging More timely compliance management Increased E-statement participation E-Statements Available same day

The Revolutionary Statement, Notice and E-Statement Delivery Solution DEMO