The Pitfalls of Pricing Comparisons
Companies attempting to compare pricing from competing outsource document service companies have a difficult task. Each vendor may offer a different menu of services and price schedule. Invoice line item evaluation can be time consuming and confusing. Outsource companies bundle services differently. Some companies quote a single price for printing and inserting a document. Other […]
Omni-Channel Communication Access-A Paradigm Shift
Financial institutions (FI’s) typically generate lots of documents they send to their customers. FI’s send statements, bills, privacy policy notices, account feature updates, marketing materials, tax forms, and more. To customers, these communications seem to come from the same place. They all feature the FI’s logo and corporate colors and they reference the customers’ accounts […]
Integrated Customer Experience a Challenge for Financial Institutions-
Many financial institutions struggle to integrate customer-facing applications. Program administration often resides in separate business units with little synchronization between them. Coordinated customer experience (CX) is difficult to achieve when the applications are running under separate software and accessing independent databases. This situation came about as financial institutions (FI’s) scurried to meet rapid implementation targets […]
4 Document Design Tips your CSRs (and Budget) Will Thank You For
Ever stop to wonder how much you are really spending on unnecessary phone calls to your call center? You are not alone. According to a SilverCloud survey of over 200 credit unions and banks, 63% of the respondents said that their subject matter experts and managers spend more than 1/3 of their day answering front-line […]
Omni-Channel Communication – A Paradigm Shift
Financial institutions (FI’s) typically generate lots of documents they send to their customers. FI’s send statements, bills, privacy policy notices, account feature updates, marketing materials, tax forms, and more. To customers, these communications seem to come from the same place. They all feature the FI’s logo and corporate colors and they reference the customers’ accounts […]
3 Elements of Optimized Customer Communications
Today’s business world is changing fast. Your customers have an expectation for exceptional experiences characterized by easy to read documents, available on numerous platforms, and customized to them as individuals, rather than a general audience. In short, they want completely optimized communication… Easy enough, right? Complete customer communications optimization refers to more that just the […]
