THE CHALLENGE

Your customers understand the power of technology…and expect their service providers to use it to deliver better products and more convenient service.  The challenge is to implement an eStatement solution that leverages technology investments by integrating disparate customer information. A solution that provides complete flexibility for delivery options and personalization.  A solution that bridges the gap between the systems that produce financial content and the Web channels that deliver this information to your customers.

VIEWDIRECT TCM FOR ESTATEMENTS

ViewDirect TCM for eStatements leverages the ViewDirect TCM suite for total content management to provide a complete solution for electronic delivery of documents of any type.  At its heart is the industry-leading ViewDirect TCM repository, which provides a highly scalable single source for all content and powerful indexing for easy search and retrieval.  ViewDirect TCM for eStatements delivers a robust customer self-service environment that can dramatically reduce the costs of processing, printing, handling, paper and postage.  

• Seamless integration with existing portals including retail, wholesale and private client delivery channels leverages existing investments. 

• Integrated facilities for Web content management provide complete flexibility for customizing the user interface. 

• A workflow component enables interfacing to existing applications and portals. 

• Flexible presentment options give the customer convenient customized self-service.  

• Supports a wide range of customer applications including electronic bill, invoice and statement presentment.

HIGHLIGHTS

• View statements for consumer, small business, commercial and corporate accounts.

• View standalone and/or consolidated statements, as well as online statements with or without check images.

• Customize presentation to meet specific business unit requirements, such as advertising, market segmentation, specialized customer needs and new product initiation.

• Provide electronic consent verification and e-mail notification alerts to customers when a new statement is ready for viewing.

• Give customers immediate access to available information with a dynamic enrollment facility that can be used to trigger stopping paper delivery, if desired.

BENEFITS

• Provides a single, integrated content repository with easy access to any and all customer content for electronic delivery.

• Reduces the costs of customer service by allowing customers to access their bills in a secure self-service environment.

• Reduces reliance on telephone-based customer service and associated costs.

• Reduces costs of printing and mailing customer documents by facilitating "turning off" paper.

• Provides enterprises with rapid deployment and multiple presentment options through easy-to-use administrative interfaces and system tools.