A national electric co-op came to PDS with a problem where they needed to merge a static file with a variable information file, resulting in a full-color two sheet statement where the static file information is nested as an insert. In addition, all statements were to be available through our online statement tool, e-Present. Many additional variables existed and through onsite design meetings and several conference calls, PDS was able to deliver Print and eStatements on-time and to spec! For more information and an example of the statement, fill out the REQUEST A DEMO box above.
eSTATEMENTS
What is ePresent?
ePresent is a completely secure, interactive, online electronic document management and delivery system that allows a company to quickly and efficiently deliver any document such as statements, trade confirmations, utility bills, insurance notices or any other documents via the web.
ePresent can be integrated directly with a company’s back-office or existing print source, allowing for seamless electronic document delivery as well as providing advisors and support staff with the ability to deliver single documents to specific clients on the fly. Facilitating collaboration on the same document simultaneously, ePresent allows clients to interact with their financial advisors or interested parties in an online setting strengthening the advisor/client relationship and anchoring clients to the operation.
The Major Benefits to You are:
- Significant Cost Reduction
- Secure Document Presentation/Storage
- Simple and Convenient Access to Any Document
- High Client Retention
- Automatic Delivery of Documents
- Custom Branding to Match Company
- Fast Implementation
Wide Range of Tools
At the heart of ePresent is a powerful suite of Web-based tools. These management tools allow an operation to manage, monitor and control their interaction with their customer. With this application, institutions can automate document delivery, customize marketing messages, track and report customer activity and segment groups for target marketing campaigns. The electronic images are identical to those paper documents rendered and available immediately to customer service personnel for customer queries.
Specifically:
- Permissions-Based Access
- Aging of documents
- Email Notifications of Document Posting
- Reporting Tools
- Customized Folder Structures
- Seamless Integration
- Storage of Any Type of Document (PDF, Word, etc.)
For more information and to schedule a Demo, simply fill out the "REQUEST A DEMO" box above or Contact Us.