Document Consolidation for Efficiency and Effectiveness

For consumers, managing and properly storing important documents is a real challenge. Don’t make it worse by sending unnecessary envelopes to the same household or forcing customers to access documents via multiple interfaces. 

Two solutions to consider for efficient document consolidation and management are householding and providing a unified online customer interface for e-presentment. 


Companies know that mailed messages are highly effective engagement vehicles. But if you’re bombarding customers with unnecessary mail, the benefits of printed communications can evaporate.  

Householding refers to the practice of combining several accounts into one consolidated statement or mailing separate documents for the same customer in a single envelope. Documents containing sensitive data such as health information can’t always be householded, and some communications need to be delivered as standalone pieces. But many ordinary business documents are prime candidates for a householding strategy. 

The most obvious benefit to householding is the savings you’ll realize from printing and mailing fewer pieces. But other advantages should be considered. 

In the case of financial information, for example, householding may deliver significant value. Individuals and married couples often hold several financial accounts administered by decentralized departments within a single financial institution. Pooling all their financial transactions and reports into a consolidated statement might suggest solutions that make more financial sense, such as target allocation, capital gains strategies, taxation, or estate planning. This holistic approach to household problem solving makes customer relations stickier and encourages clients to expand their business relationships. 

Effective householding requires your databases be appropriately scrubbed and standardized. Statements and other documents can’t be combined or merged unless you can match name and address data. Once your company invokes householding, you will begin acquiring more data. You’ll be able to see household buying patterns or engagement histories with your brand. And don’t forget some demographic data, such as income, is usually collected by household. Your customer profiles and your ability to make judgements about offers can be refined by using household level data. 


ePresentment is a well-designed system for making documents easily searchable and accessible on a customer portal, available online in HTML or PDF format. Few things annoy customers more than logging into a portal to access a document and giving up in frustration because the interface is confusing and the information is difficult to retrieve. Consolidating documents in a single interface erases this customer pain point. 

An ePresentment platform extends your customer communications management program and gives customers instant and easy access to their documents, often going back several years. Access can extend to a consolidated view of their information and choosing whether they want HTML, PDF, or wish to order paper copies sent to them through the mail. 

A sophisticated solution goes beyond the document repository function. It includes a variety or marketing opportunities, payment processing, email notification, and other services. 

E-presentment provides seamless integration that ensures brand integrity and a common experience on a 24/7 basis. Customers can log in at their leisure and easily sort through the data and files they need. It also decreases the number of calls to customer service departments and reduces paper and postage costs. 

Together, householding and ePresentment strategies help streamline communication and add value to the customer experience. Not every organization can implement these methods on its own. A great way of leveraging these solutions is to partner with a print service provider that takes an integrated and comprehensive approach to your entire customer communications environment. Talk to the Lanvera experts. We can help you consolidate your customer documents and enrich the customer experience.

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