• Subscribe   
  • Subscribe   

Financial

Please enter your details to get the Financial demo(s) emailed to you:

By submitting your details via this form, you are consenting that we receive and store your information for the exclusive purpose of sending you a demo and/or contacting you (if requested).
  • We will not share or publish your information or process it for any other reason.
  • Once your request is fulfilled, we will either delete your information or request your consent for further processing.
  • Please find additional information in our Privacy policy.
View our Terms of use | Protected by reCAPTCHA.
Transform financial documents into an amazing digital experience

“Financial institutions that lead in customer experience (CX) have a higher recommendation rate, a higher share of deposits, and a greater likelihood that customers will increase their portfolio of new products and services from their bank. While financial institutions that let their customer experience decline, risk losing up to 12.5% of their share of deposits.” – Study by Kantar

With consumers increasingly aware of customer experience, financial services documents must offer more than just an account balance or a list of transactions.

Give your customers a great digital experience by providing a secure, interactive document that is easy to understand and offers the ability to execute actions or make decisions.

Furthermore, the enhanced customer experience will boost your paper turn-off rates and ultimately deliver a significant reduction in your customer communication expenses.

Experience it for yourself!

Demo - Interactive financial statement

Send yourself a sample demo of our secure, interactive financial statement, showcasing how customers can interact with the information, make a payment, set custom alerts and more.

Demo - Mobile screens

Scroll down to view sample screens of a financial statement presented as an interactive document and viewed on a mobile phone. See security screens, bill payment screens, transaction details and more.

Video - Interactive financial statement

Sit back and watch as we take you through our interactive financial statement, showing dynamic content, setting payment reminders and bill payment.

Testimonials

Read testimonials from financial services providers that have implemented our secure, interactive documents.

Resources

Jump to our blog and read articles/whitepapers on digital communication and enhancing the customer experience for financial services.

Interactive financial statement – mobile screens


Secure documents

Unlocking the secure document using a shared secret.

Making a payment

Making a payment on desktop or mobile.

Payment reminders

Choose how you want to receive the alert (SMS, email)
Select the alerts you want to receive (Payment, Usage)
Set the Alert limits / amount
Choose a specific date

Lodging disputes

Lodging disputes on individual line items.

Transaction details

Downloading a data file containing transaction details.

Updating details

Updating personal details from within the bill.

Direct Marketing

Direct marketing when it matters for your clients.

Demo – Interactive financial statement


 

Get a sample financial document sent to your inbox. 

The following user experiences are showcased in the demos:

 

Demo 1 - Secure PDF Statement - Email
  1. Cover email with secure PDF attachment
  2. Open secure statement using password or shared secret
  3. Interactive, clickable PDF experience
  4. Easy navigation (anchor tags)
  5. Statement includes:
    • Account Summary
    • Ability to make a payment
    • Set up payment reminders
    • Transaction detail (sortable)
    • Usage and cost graphs
    • Downloadable spreadsheet formats
Demo 2 - PDF Statement - Online
  1. Cover email with summary PDF attachment
  2. Open secure statement using a password or shared secret
  3. Interactive, clickable PDF experience
  4. From the PDF summary, click through to online statement
  5. Secure, personalized website experience
  6. Online statement includes:
    • Statement summary
    • Ability to make a payment
    • Set up custom usage alerts
    • Transaction detail (sortable)
    • Usage graphs
    • Downloadable spreadsheet formats
    • Update details
Demo 3 - Secure EMC eBill - Email

This demo requires a once off download of the Striata Reader app

  1. Cover email with secure encrypted EMC attachment
  2. Striata Reader download instructions
  3. Open secure statement using a password or shared secret
  4. Interactive, clickable experience (offline)
  5. Encrypted email statement includes:
    • Statement summary
    • Ability to make a payment
    • Set up custom usage alerts
    • Transaction detail (sortable)
    • Usage graphs
    • Downloadable spreadsheet formats
    • Update details

Experience it for yourself!

Please enter your details to get the Financial demo(s) emailed to you:

By submitting your details via this form, you are consenting that we receive and store your information for the exclusive purpose of sending you a demo and/or contacting you (if requested).
  • We will not share or publish your information or process it for any other reason.
  • Once your request is fulfilled, we will either delete your information or request your consent for further processing.
  • Please find additional information in our Privacy policy.
View our Terms of use | Protected by reCAPTCHA.

Video – Interactive financial statement


Testimonials


ABSA

“One of the key objectives of this initiative was to enhance our service and improve investor experience. We believe the solution provided by Striata will achieve this as investors can access their documents through the internet at any time.” Head of Digital and Education at Absa Stockbrokers

Diners Club

“Customers found the process to be highly convenient and felt safe in the knowledge that their confidentiality had not be compromised. We have also received positive feedback to marketing campaigns included with the statements.” Executive Director, Diners Club, excerpt from an independent research report in CRM Magazine”

Keen to find out what we can do for your business?

By submitting your details via this form, you are consenting that we receive and store your information for the exclusive purpose of contacting you.
  • We will not share or publish your information or process it for any other reason.
  • Once your request is fulfilled, we will either delete your information or request your consent for further processing.
  • Please find additional information in our Privacy policy.
View our Terms of use | Protected by reCAPTCHA.

Resources


Read through some additional great resources, with specific focus on how digital customer communication can improve efficiency, reduce costs and ultimately enhance the customer experience in the financial services industry:

Banking’s tech evolution means digital communication is more important than ever

Technology has fundamentally changed the way banks work and, perhaps more importantly, how customers interact with them. While branches still exist, few of us venture into them unless we absolutely have to. And, as banking braces for the next technological wave, digital communication will become even more critical.

89% of global banks are investing in new customer communication channels – shouldn’t you?

When you think of buzz words like ‘innovation’ and positions like ‘Chief Innovation Officer’ you typically associate these with fresh, hip startups and not your conservative financial institutions. However, banks are actually coming around and spending significant monies on innovation and creating departments dedicated to just that. Why is this?

Digital transformation in banking

It’s the new buzzword – Fintech – and it promises innovative technology solutions for financial services. But are banks really keeping up with the digital tide? Here are a couple of articles that provide insight into how the banking sector is (or isn’t) embracing digital channels.

Digital Maturity White Paper

Digitally transforming a business’s communication processes is a massive undertaking. It requires new and upgraded technologies, top to bottom change management and the transformation of internal (employee) and external (customer) interactions.