SoftDocs

Since many large financial institutions have merged, smaller market banks and credit unions are moving into individual communities to fill the unique needs of their customer and membership bases. In such communities, both institution and product branding are major marketing issues that need to be addressed.

Typically, these institutions license services on mainframe systems or ASP-based software to manage their day-to-day business, which provides little flexibility in localized branding. So as the Marketing department spends countless dollars on branding and image, the institution's system output counteracts these efforts by delivering impersonal documents to its customers and members.

Some customers are now demanding multiple communication delivery methods, with the most common methods being email and standard postal service. In email situations, the ability to upsell financial services is gaining momentum, while standard postal services balance the output delivery.

Softdocs recognizes these trends and understands the need for a financial institution to stay ahead of the curve. Our products provide the ability to customize the output from institutional software systems and to image and archive your outgoing documents, allowing your customer service representatives to better serve your customers.