Optria iStatetments-Administration/Campaign Distribution

Are you managing your current eStatements enrollment process via paper and postage or through time - consuming phone calls between your customers and Call Center CSRs? Optria iStatements eliminates this costly process by empowering your customers to manage their own correspondence options online.  

iStatetments

Online enrollment is easy and your customers will appreciate the flexibility. Any combination is available across the various documents you make available in Optria iStatements. Since documents are presented by account within customer, customers with joint account relationships can even select different distribution options on the same joint account.

During the enrollment process all available account and customer data is prefilled on our Delivery Settings page eliminating the rekeying of information.

The online disclosures and customer authorization process saves paper while creating data for a host of administration reporting options.

 
iStatements iStatements-administration iStatements-enrollment iStatements-features list

Here


The interactive alternative to eStatetments; simple, intuitive and easy to use
Optria iStatements make correspondence a conversation

HOME  |  ABOUT US  |  SOLUTIONS  |  SERVICES  |  NEWS  |  CONTACT