BANKING Customer Experience SOFTWARE

Engaging and personalized correspondence

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Customer Engagement for Banks, Wealth Management, and Lending

Banking at the Crossroads of Digital Transformation

Businesses in every industry strive to meet the high customer service expectations of today’s digitally proficient consumers. Banks, wealth management, and lending and mortgage providers recognized this trend and developed customer portals and mobile apps that granted 24×7 access to account information, balances and transactional data. However, a recent survey of industry customers by Qualtrics indicated a Net Promoter Score of -16%, indicating that financial institutions must continue to improve the customer experience in banking.

New entrants in the industry, leveraging the latest technologies, challenge established providers with legacy core systems. All of these providers recognize the need to establish a digital differentiation that sets them apart and engages their customers. Some redesign entire processes to more effectively meet their customer expectations, while others implement banking customer experience software without undertaking an overhaul of core systems.

Some financial institutions seek to differentiate themselves with improved customer experience, online portals with rich analytics, and clear, straight-forward statements. Meanwhile, others focus on increasing revenues by inserting personalized cross-sell and up-sell marketing messages into customer correspondence and monthly statements.

Banks, investment and lending firms greet all of these challenges with automated yet personalized customer communications regarding account creation, promotions and regulatory notices. Interactive analytics empower their customers to research spending and savings habits, investment options, or the impact of accelerated debt payoff. Monthly statements delivered via the customer’s preferred channel improves the customer experience in banking and lowers print and postal costs.

Manny Hates His Bank

How to Get CCM Wrong

Of your time banking, 22% is mobile, 31% is in person, and 47% is online
Banking Industry Outlook

Optimism for Banking

There’s a new kind of promise in the banking industry—and possibly no better time than now for transformation. Economic fundamentals are strong, the regulatory climate is favorable, and transformation technologies are more readily accessible, powerful, and economical than ever before.

Rising Expectations

Focus on Customer Experience

Customer expectations are being shaped by their interactions outside of the banking industry – they increasingly want the type and quality of service they receive from industries that place significant focus on customer experience.

69% of millennials feel good solving a problem without customer service

Ecrion Enables Stronger Customer Connections

From marketing to account creation to statements and self-service analytics, Ecrion’s banking customer experience software strengthens customer interactions, curtails print and postal costs, and fosters loyal connections with customers.

Banks, lenders, and wealth management firms worldwide leverage customer communication software by Ecrion to enhance their customer engagement, reduce operating costs, and control the inherent risks associated with high volume and on-demand document generation. Thousands of companies across a broad range of industries ensure compliance with corporate branding and regulatory standards while establishing genuine connections with their customers—one at a time.


Onboard customers leveraging a variety of channels, never re-entering the same data twice. Provide personalized welcome kits, up-sell and cross-sell marketing messages, customized statements and correspondence.

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Capture paper or digital applications from multiple devices. Engage with borrowers leveraging personalized letters and correspondence.Empower consumers with meaningful statements and analytics.

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Wealth Management Communications

Provide meaningful, clear and engaging investment reports and statements. Empower investors with interactive analytics and research documents. Engage with customers via personalized and targeted correspondence.

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Customer Communications for Finance Cover

Get the Infobrief

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.

Let's Get Started!

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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