What are the most commonly read documents by a financial institution’s customer or member? Without question, personal notices.

With most of the large financial institutions merged, smaller niche market banks and credit unions are moving into communities to fill their customer and membership bases unique needs. In these communities, there are two important marketing issues to address: institution and product branding. Typically, institutions license services on mainframe systems or ASP based software to manage their day to day business. Many times, these systems provide little flexibility toward localized branding of output.  So, while the marketing department spends big dollars on branding and image, the institutional systems output counteracts these efforts by delivery of impersonal documents to its customers and members. This counterproductive process has to cease. No fault of the IT departments, these institutions have maxed out their IT resources, thus not providing services to the heart of the issue: managing output, branding and image.

And, depending on the type of institution, customers are opting-in for various communication delivery methods, the most common method being email and standard postal service. In email situations, the ability to up-sell financial services is gaining momentum, while standard postal services provide the balance of the output delivery.

Softdocs, formerly AIG Technology, recognizes these trends and has developed the ability to customize output from institutional software systems. Also, the ability to image and archive output provides customer service reps tools to better service the customer.

Click here to learn more of Softdocs’ product suite: D3 Workflow Suite.