“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 - PDF Statement - Online
- Cover email with summary PDF attachment
- Open secure statement using a password or shared secret
- Interactive, clickable PDF experience
- From the PDF summary, click through to online statement
- Secure, personalized website experience
- 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 2 - Secure EMC eBill - Email
This demo requires a once off download of the Striata Reader app
- Cover email with secure encrypted EMC attachment
- Striata Reader download instructions
- Open secure statement using a password or shared secret
- Interactive, clickable experience (offline)
- 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!
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?
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.