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

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

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

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

5. 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

6. 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

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