StreamServe Financial™

Read Any Good Account Statements Lately?

The answer is probably not. Most account statements display information, but they don't communicate it well. And they certainly don't work hard enough for the firm that issues them.

StreamServe Financial™ upgrades the account statement from simple transaction summaries into personalized, one-to-one marketing that deepens the relationship, drives revenue, and reinforces brand awareness. It produces personalized statements that include marketing messages and offers that are selected based on the specific information of a given account statement. Pertinent identifying information, such as division, subsidiary, etc., is also added as appropriate on a per-customer basis.

The result is a very personalized, easy-to-understand statement that delivers a more positive customer experience. For example:

• Through the addition of simple features, like a summary, over 90% of customers of a leading retail bank agreed that their new statement gave them more information even though it contained no new data.
• Financial services companies have increased campaign response rates more than 30% by adding high-quality color graphics and personalized marketing messages to their statements.
• Following redesign of their statements, a major insurance company was voted the no. 1 provider for customer services in a national survey, rising from no. 23 the previous year.

With StreamServe Financial, production costs are substantially lower because all statements, regardless of output form, are dynamically assembled from one master template. Output is automatically generated to match the customer's preferred delivery channel (paper, electronic, Web, mobile), and, as required, an appropriate image of the statement is simultaneously submitted to the archive system.