Every document is redesigned at implementation.
Optria does not reproduce what the previous vendor sent. Documents are rebuilt around what the reader needs to find and what the institution has to disclose.
Reasons we can share. Everyday business purposes, marketing, joint marketing with other financial companies.
The document a reader sees more often than a branch.
Information order
Balances, activity, fees, and required disclosures sit where a reader expects them instead of where a legacy print stream put them.
Institution brand
Typography, color, and layout reflect the institution sending the document, not the constraints of the previous vendor.
Required language
Disclosures and regulatory language are placed and formatted for legibility, and reviewed with the institution before production.
Message space
The layout accounts for personalized message areas so relevant content has a defined place on the page.
Both channels
The composed document produces the printed and electronic versions, so a redesign applies everywhere at once.
Talk about your document set.
Send the statements and notices you produce today and we will walk through what a redesign would change.
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