eBooks

Unleash Your Statements’ True Potential eBook for Financial Service Providers

Find out what you need to know before embarking on a statement redesign initiative! This book delves into the problems with poor statement design and provides insights into how better looking statements can add significant value to your business though improved customer communications. Discover what goes into a best in class statement design and the multitude of opportunities that exist beyond the printed statement.
Read more…

Unleash Your Statements’ True Potential eBook for Wealth Management

Similar to the Financial Service Provider’s version, this eBook will also equip you with the knowledge you need before embarking on a statement redesign initiative! This book delves into the problems with poor statement design and provides insights into how better looking statements can add significant value to your business though improved customer communications. Discover what goes into a best in class statement design and the multitude of opportunities that exist beyond the printed statement.
Read more…

Statements 2.0:Integrated Statement Marketing in the Digital Era

Statements have become a critical part of the overall marketing program. Learn how you can take advantage of your statements to effectively market to your customer. This eBook will take you through the importance of Multi-Channel Marketing and targeted and personalized statement marketing. It also provides you with easy to implement ideas to help enhance and measure the success of your programs.
Read more…

The Secrets Behind estatement Success – Tips and Best Practices on eStatement Adoption

Employing a proven eStatement adoption strategy is essential to help drive and improve eStatement adoption rates. Whether you’re starting out with eStatements for the first time or currently have an eStatement solution in place, the information in this guide will go a long way to help.
Read more…

Secrets to Document Management Success: A Planner’s Guide

Many financial service providers already have an Electronic Document Management System to store eStatements and check images, but are missing out on the many powerful capabilities that a Document Management system has to offer. This book is packed with valuable information that will help optimize your document management system. Thinking about an Electronic Document management solution? This book is for you too. Discover how to develop and execute a sound document management strategy and new ways to enhance a basic eStatement offering.
Read more…

Capturing the Essentials of Document Imaging – Proven Tactics, Techniques & Tips

Document Imaging provides easy and secure document access while helping organizations save money. By implementing such a solution, organizations can leverage all the benefits to be gained from online document storage and access. Download our FREE eBook to find out more, including proven tips and tricks and choosing the right strategy to adopt for your particular organization.
Read more…

Follow us: