Undergoing Renewal," by Kathleen Khirallah, Research Director of the Retail Banking Practice at TowerGroup, argues that too many banks are missing key opportunities to proactively manage dialogue with customers -- and that paper based account statements
have the potential to provide a high degree of personalization in customer communications.
Your 401(k) or individual account statement
is consistently late or comes at irregular intervals
Similarly, the SEC's complaint says that on 5 August 2008, Rusciano produced to another selling agent a brokerage account statement
reflecting an 'equity' balance for Ponta Negra Fund LLC of more than $64 million.
Many shareholder account statements
include performance results for funds assuming a one-time investment at the beginning of several time-periods.
By following the step-by-step instructions, customers can obtain a checking account statement
listing the last five checks paid, the last five deposits made, or the last five ATM withdrawals made.
StreamServe Enterprise Document Presentment[TM], which enables firms to annually create and deliver over a billion personalized and interactive customer documents, will now ship the following two pre-built composite applications: StreamServe Account Statement
Processing for SAP Deposits Management from the SAP for Banking portfolio and StreamServe Customer Bill and Statement Processing for the SAP for Utilities solution portfolio.
StreamServe Account Statement
stimulates revenue by generating personalized up-sell and cross-sell offerings that are in line with a customer's current profile, and eliminates the confusion caused by poorly designed account statements
that fail to meet consumer needs.
Using SAP-certified technology, Esker DeliveryWare allows end users to send and receive documents directly from and into SAP systems, including the most commonly used business documents such as purchase orders, sales invoices, and account statements
Be aware of the customer protections offered for each type of card, and check account statements
Financial services firms have an enormous opportunity to transform their account statements
into tangible, revenue-generating customer interactions," said Sue Feldman, VP Content Technologies at IDC.
Check your credit card and bank account statements
regularly and look for unauthorized transactions, even small ones.
Online Document Storage: All documents, trade confirmations, tax reports and account statements
are stored online, giving clients 24/7 access.