Captivate your financial services customers with an interactive statement they can actually use.
Financial services documents should provide more than just an account balance or a list of transactions. Delight your customers 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.
Providing consent for future digital communication.
Unlocking the secure document using a shared secret.
Making a payment on desktop or mobile.
- 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 on individual line items.
Downloading a data file containing transaction details.
Updating personal details from within the bill.
Direct marketing when it matters for your clients.