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Statement Job Overview - Workflow, Marketing and more

We were asked to explain the different parts of a statement job when there was a mix of incoming files, instructions and marketing requirements. The following is a REAL example and illustrates how to tie marketing to a critical delivery document across mail and electronic delivery channels.

For a closer look at how it’s done, please drop us a message on our Contact page.

Basic Statement Job Requirements

  • Deliver eStatements and Traditional Mail per enrollment matrix.
  • Return PDF Archive with Indexing for in-house archive import.
  • Apply targeted promotional messages, including one "pre-approval" message.
  • Build a loan "pre-approval" Attachment/Offering and link to qualifying accounts.
  • Insert/link targeted flyer for a geographic area.
  • Imprint envelopes/announce pre-qualified loan approval.
  • Pre-print and publish monthly newsletter.

The Many Options For Statement Generation and Delivery

Primary Input Files:

  • Statement file
  • Credit Card file
  • 3rd Party Rewards file

Marketing Lists (csv format):

  • Auto Loan Pre-Approval file (account number, amount and interest rate)
  • Kids Newsletter file (account number)
  • Checking Account file (account number)
  • Targeted ZIP file

Marketing Artwork (PDF or other format):

  • 3 graphic message images (for top of statement)
  • 1 (PDF) file (for attachment document)
  • 2 graphic files for Newsletter printing
  • 1 graphic image (for targeted envelope press-print)

Related Instructions:

  • Messaging priority (which messages take precedence over others)

Production Documents Generated

  • E-Statements (PDF and HTML) - posted for both Statement and Credit Card accounts
  • Print/Mail (Laser Print) - qualified "mail only" statements
  • Newsletter (PDF for Web) - applied to Online Statements site
  • Newsletter (Press/Mailshop) - inserted to Mail statements
  • Imprinted Envelopes (Press/Mailshop) - printed and applied to qualifying mail pieces
  • Pre-Approval Attachment (PDF for Web) - posted to Online Statements
  • Pre-Approval Attachment (Laser Print) - printed inline with statement(s)
  • New Branch Insert (PDF or HTML) - applied to Online Statement)
  • New Branch Insert (Press) - directed to mailshop
  • Archive Export (PDF) - with indexing to fit client in-house platform

eDocuments posted

Save Trees 81,500
trees saved

Save Dollars $157 million
postage savings

Saving green
wherever we can!

Updated: March 2023

  • BDI specializes in outsource solutions for financial transactional documents and client communications including E-Statements, Print Mail, Direct Marketing and Archival Retention.

    Based in Inglewood, Calif., and celebrating 36 years in business, BDI provides multi-channel delivery solutions for a range of vertical markets and document types. The company combines innovative technology solutions with an unwavering commitment to provide a superior customer experience.

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