Business Statement Design Service | DOXIM

Statement Design Services for Service Providers

The Attractive, Easy To Read Statements Your Clients Have Beeen Asking For

Many service providers create basic printed statements using the data coming directly from their clients back end systems (e.g. a banking platform). While some clients may feel that a basic looking paper statement is sufficient, their customers are becoming more discerning and are starting to expect more. They want an easy to read, attractive statement that looks the same in print or online.

Enhancing the Statement Experience

Doxim’s unique statement composition process converts difficult to read, unattractive print outs into attractive, easy to read statements complete with check images, targeted marketing messages and a custom, look and feel that faithfully respects your client’s organizational branding guidelines.

Check Image Support

Check image statements ensure that your financial services clients can deliver check images to their customers rather than having to add physical checks to their statements. This means that check images can be included with online statements as well. The Doxim statement composition process not only manages the inclusion of check images, it also uses extensive matching and logic to help maintain data integrity and produce check image statements with a high degree of accuracy.

Personalized Statement Marketing

The Doxim statement composition process allows Credit Unions to place targeted marketing messages directly on the statement. We like to call it ‘Personalized Statement Marketing’.

Marketing messages included on statements can also be directed at the right audience. For example, messages about products and services can be defined at a branch or product level, each one targeting specific customer groups.

Using Doxim’s sophisticated statement composition process you can help your clients to:

Enhance their customer experience by:

Including check images with both online and offline statements
Adhering to regulatory compliance standards and providing check image statements with a high level of accuracy

Communicate more effectively with their customers by:

Placing branded ads directly on the statement for increased effectiveness and cost savings
Including marketing messages that have the same look and feel as web campaigns
Adding targeted marketing messages to statements, directed at specific demographics

By combining the enhanced statement designs with Doxim e-Statements, you can also help your clients to:

Improve performance and use fewer resources by:

Making it easy for staff to locate and retrieve account statements and check images
Ensuring employees can respond quickly to customer inquiries by consulting an exact image of the statement online
Handling customer service calls in one step, without having to follow up once the appropriate record has been located

Reduce costs associated with:

Printing
Letter shop and mailing
Transportation
Storage
Resourcing