5 THINGS YOUR CUSTOMERS REALLY WANT FROM THEIR DOCUMENTS

Every organization, no matter the industry, has one common goal:  
Make an impression on the customer.

It’s the only way to maintain profitability, stay in business and stand out from competitors. Businesses that utilize high volumes of customer communications are at a unique advantage and can leverage business critical documents to connect with and make a positive impression on their customers… But it’s not always easy.

To really take advantage of this platform and set your business apart through your communications alone, it’s essential to give your customers the information they want, when they want it, the way they want it. Here are the top 5 things customers really want from their communications:

Omni Channel Document Delivery
Customer communications and document delivery have shifted dramatically towards a digital experience. To remain competitive, financial institutions must present data in multiple ways, including mobile, text, PC and print delivery. 

To make the customer experience truly exceptional, make things as easy as possible.  Your electronic presentment option should be full service, easy and functional, with all documents available through a single platform, easily logged into from any interface. 

Consistency
It’s pretty well known that people in general are typically reluctant to accept change.  This is especially true in the way they receive their financial communications and documents. When they view information, they want it to be the same as it was last time, and the same as it will be next time, so they aren’t constantly searching for the information they’re looking for.

To accomplish this, format your documents using a template that includes designated space for branding, summary tables and transactional information. Documents with consistent formatting not only increase readability, by  placing logos and branding in the same area will increase brand recognition.

Memorable Experiences
Customers want an experience that is unique to him or her as an individual. If your documents are consistently formatted and optimized for readability, easily accessible through any platform or channel and personalized to individuals instead of your customer base as a collective group, you will create the memorable and engaging experience that customers crave.

Solutions greater than sales pitches
What customers want is solutions to their problems. It’s the driving force that has made Google into what it is today: The #1 search engine for people looking for answers to anything and everything. Providing solutions in transactional documents and customer communications is actually much easier than it sounds!

Using transactional data to target customers with specific offers and services similar or compatible with services they already utilize. Sending specific marketing (in the form of cross-selling and upselling) to individuals who, based on previous habits, will have an interest in or need for that particular service provides them with answers to their questions, and solutions to their problems.

More efficiency, Less communication!
The final thing that your customers want from their documents is LESS OF THEM. It’s redundant and unnecessary to receive several pieces of mail every day from one organization: Consolidation is key.

Make the most of your customer communications by consolidating and combining so you can send out fewer documents as a whole. Your customers can be assured that should they need access to their information and documents at any time, it’s always available online. Your documents become more effective and useful, you save money on print and postage, and your customer’s are happier because they aren’t bombarded with document overload.