Leverage digital forms to capture data from each customer’s device(s) of choice. Enable account creation and servicing 24×7 in the language and tone selected by each consumer. Leverage electronic signature technology to improve the banking customer experience. Empower consumers with self-service capabilities and analytics. Support customers whenever they want, wherever they want, and however they want.
Generate accurate and meaningful statements and related documents for customers. Send banking statements in the language, mode (print or electronic), tone, and even template selected by each individual consumer. Aggregate multiple product-line statements into a single communication for improved customer experience and reduced operational costs. Provide clarity by embedding customized statement walk-throughs for each consumer.
Create interactive statements and online analytics that empower consumers to investigate their spending and savings habits. Design sorting, filtering and other analytic features directly into statements delivered electronically. Generate documents in all media (print, PDF, email, etc.) with compelling graphs, charts and tables that facilitate self-service, reduce call center costs and build customer engagement.
Onboard New Customers
Display online forms to both bankers and customers to capture new account holder information and confirm identity. Assemble personalized welcome kits with account documents, starter checks and customized promotional materials—and distribute via the customer’s preferred mode (print, electronic). Establish pre-defined touchpoints for new account holders and monitor their journey to reduce friction and identify upsell opportunities.
Comply with Standards and Regulations
Establish review and approval workflows for document templates, thereby guaranteeing proper oversight and compliance with corporate branding standards and regulatory requirements. Automate transactional review and approve processes for banking correspondence to achieve corporate and regulatory compliance at an individual document level. Collaborate with both internal and external partners throughout the document lifecycle.