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