BANKING Correspondence

Send the right customer communications the right way

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Digital Experience and Print for Improved Engagement

Banking Communications for the Modern Consumer

In today’s digital economy, customers demand the same 24×7, always on, available anywhere (on any device), access to financial account information that their insurance, utility and other providers offer. Meanwhile, communication preferences vary from one customer to the next. Some prefer formal correspondence, while others, if given the option, request an informal tone. Younger generations favor email and SMS, while many prefer an electronic and print hybrid. Cultural and technological changes require a fresh approach to banking correspondence.

Banks and lending organizations invest in core systems as the foundation of their operations. Such systems are inherently complex and require significant work to implement and upgrade. They are excellent at managing financial processes, and typically contain a basic customer communication capability.  Unfortunately, most find that they lack the robust communications requirements needed to keep up with customer demands, and that enhancing their core systems is not feasible given rapidly changing communication technologies.

Financial institutions greet these challenges with Ecrion’s customer communication management software. Ecrion provides customer correspondence tools that enable new account creation, account servicing, and personalized correspondence at scale. Digital experience tools and interactive analytics enable customers with self-service capabilities and endow them with analytics to study spending and savings habits. Statements, collections and associated correspondence delivered via the customer’s preferred channel improves the customer experience and lowers print and postal costs.

banking correspondence illustration

Digital Experience

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.

Powerful Statements

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.

Embedded Analytics

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.

Ecrion Enables Stronger Customer Connections

Financial institutions worldwide leverage banking correspondence software by Ecrion to enhance their banking customer experience, reduce operating costs, and control the inherent risks associated with high volume and on-demand customer communication. Thousands of companies across a broad range of industries use Ecrion software to ensure compliance with corporate branding and regulatory standards while establishing genuine connections with their customers — one at a time.

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Find out how Ecrion banking solutions can help to up your digital game, build compelling and engaging user experiences, and put your customer front-and-center in your communication strategy. 

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For a free, no-obligation demonstration of Ecrion’s Customer Experience, Customer Communication and/or Document Automation solutions, please click below.

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You're in Good Company

Learn why some of the world’s most forward-thinking companies trust Ecrion for their customer communication and engagement needs!

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