The statement is already personal. The message should be too.
Every statement contains context: account type, product relationship, maturity date, activity, eligibility, and need. Optria helps banks and credit unions use that context responsibly, placing relevant messages inside communications already being produced. Campaign Manager is the mechanism. Relevance is the point.
The message area sits inside the composed document. It is produced in the same run, on the same page, using the same data that created the statement.
Messages tied to the account relationship.
CD maturity
A maturity date in the production data determines who sees the renewal message.
HELOC opportunity
Eligibility rules defined by the institution decide where the message appears.
Digital adoption
Paper recipients see enrollment content; electronic recipients do not.
Product relationship
Message selection reflects the products an account holder already has with the institution.
Retention
Rules can target accounts the institution wants to reach before the relationship changes.
The same message logic applies to the electronic statement.
Because the document is composed once, a rule written for the printed statement produces the same result in the digital version.
Talk about Campaign Manager.
Bring the rules you would want to apply and the documents you already produce.
Talk about Campaign Manager →