Using the branded web portal we create for each client, you can easily monitor multi-channel distribution and interact directly with your end-users. Many delivery scenarios are possible, here is an example.
Data is uploaded to StatementOut and within a few minutes you receive an automated email, with a link to your web portal, telling you the documents are ready for review and approval. A “document” is created for every end-user and archived electronically.
Immediately upon data approval, end-users who have opted for electronic delivery will receive a formatted email (or SMS text) with a link to the portal where they can log in, view only their statements, print it, or possibly make payment by credit card, check, or ACH. They are logging into a secure payment portal branded with your company logo and displaying whatever messaging you desire. Here is an example of a web portal landing page:
Also happening shortly after data approval, the paper documents begin the process of postal presort, printing and inserting. Clients who have opted for paper will receive these in 2 to 4 days.
If an end-user had opted for email delivery but fails to login within a specified period of time, a paper mail document can be created and mailed and they will be unenrolled from electronic delivery.
SMS texts can be used in a variety of ways to distribute time-critical information, allow payments via cell phone, and notify clients of pending delivery of critical documents which will reduce the demand on your customer service personnel. SMS text messaging can also be accomplished as a separate workflow with it’s own data file.
In the ideal scenario, your data file could contain all the necessary information to populate paper and text messages which would allow your end-user to choose from paper, email notification, or SMS text delivery. End-users desiring text notifications must enter their cell phone numbers on their web portal profile page. If they’ve also entered their payment credentials they can view their document and make payment on their phones.
Customers choose how to receive documents; paper, SMS text, HTML email, or email link.
And on what device.
