Considerable investigation took place in order to determine the appropriate features required for eStatements. We believe this effort resulted in a web delivery solution that meets or exceeds typical solutions in the marketplace today.
eStatement services are scalable to your requirements and can be delivered on either a standalone basis or as an add-on service to the broader range of BDI services listed at this site.
One of many goals for web delivery of financial documents was to ensure optimum browser readability while reaching for fastest-possible access in customer viewing. As a result, documents may be optionally stored in high-quality HTML or PDF format depending on performance and viewing preference. Examples of each can be found at our demo.
This service offering has the flexibility and power to meet all of your needs. Driven with core XML document technology, eStatements include the following features and options:
- Hyperlinks to Check Images
- Multiple Authentication Options
- One-to-Many Statement Messaging (targeted marketing)
- Marketing Enclosures (mirrors actual mail inserts and campaigns) *
- We handle the Enrollment/Unenrollment process - including multiple disclosure signing
- Disclosure and Compliance Documents
- Administrator Access
eStatement is architected to be deliverable to all financial institutions, especially banks and credit unions. Delivered statements appear seamless and enhance your current Home Page whether linked to a Home Banking outsource provider or tied directly to an In-House system.
For large customers, eStatement is available as an in-house solution. Necessary training and installation is available based on individual scenarios.
Additional services, for customers who process documents for re-design and export to their own vendors or within BDI's production facility, include:
* eStatements posted for web-viewing include the same "inserts" a member or customer would receive via traditional mail. Each "insert" is assigned an expiration date after which it is no longer available for viewing.
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eStatements