4 Document Design Tips your CSRs (and Budget) Will Thank You For

Customer Service

Ever stop to wonder how much you are really spending on unnecessary phone calls to your call center? You are not alone. According to a SilverCloud survey of over 200 credit unions and banks, 63% of the respondents said that their subject matter experts and managers spend more than 1/3 of their day answering front-line […]

The Pitfalls of Pricing Comparisons

Pitfalls of Pricing Comparison

Companies attempting to compare pricing from competing outsource document service companies have a difficult task. Each vendor may offer a different menu of services and price schedule. Invoice line item evaluation can be time consuming and confusing.   Outsource companies bundle services differently. Some companies quote a single price for printing and inserting a document. […]

Omni-Channel Communication – A Paradigm Shift

Financial institutions (FI’s) typically generate lots of documents they send to their customers. FI’s send statements, bills, privacy policy notices, account feature updates, marketing materials, tax forms, and more. To customers, these communications seem to come from the same place. They all feature the FI’s logo and corporate colors and they reference the customers’ accounts […]

5 Things Executives Should Know about their Customer Documents

Customer Document Outsourcing

The invoices, notices, statements, and other customer documents your organization sends out daily represent not only a substantial allocation of funds, but a key vehicle for communicating with your customers, and thus one of the most critical components of your business. These documents should not be overlooked as a simple operational formality.There are 5 facts […]

3 Elements of Optimized Customer Communications

Team working on communication design

Today’s business world is changing fast. Your customers have an expectation for exceptional experiences characterized by easy to read documents, available on numerous platforms, and customized to them as individuals, rather than a general audience. In short, they want completely optimized communication… Easy enough, right? Complete customer communications optimization refers to more that just the […]