eStatements

You can save money and improve speed-to-market by delivering critical messages and documents through your customer’s preferred channels. Mobile solutions, online portals, and electronically-presented documents have become an expectation of doing business today. SourceLink has developed a turnkey solution which enables a smooth transition to electronic presentment. Migrating your customers to eStatements increases customer satisfaction while saving money on postage and print costs. Critical messages and documents are delivered to your customers electronically in a customizable modern, attractive interface that promotes your brand identity and communicates your values. Statements are conveniently accessed through Single Sign-On (SSO) with automatic authorization and enrollment.

Electronic documents are also made available through SourceLink’s proprietary document archive tool, which can be utilized by your customer service teams. This portal provides quick access to critical documents, enabling your teams to manage client inquiries more efficiently. Our mirrored Tier-3 redundant environment provides 99.9% uptime with 1.5 second search speed results. With over 40,000 documents viewed per day and 75 million eStatements archived per year, our SOC-2 compliant archive tool will satisfy your compliance requirements while reducing your overhead costs. We understand the security concerns surrounding outsourced eStatement solutions, and we make every effort to provide the highest level of data security.

Important communications are made easy through scheduled auto delivery of monthly email notices and custom one-off marketing emails – all done in full HTML. Customer activity is trackable through our activity reporting, which provides helpful data on open rates, bounce rates and other important metrics.  

Migrating your customers to eStatements increases customer satisfaction and saves money on postage and print costs. But how do you get them to switch? SourceLink has developed a turnkey solution to reach your customers across channels and usher them into converting to electronic presentment. By emphasizing security and convenience, everybody wins in the transition to digital. See below for some examples of eStatements that can save you money and improve customer satisfaction:

 
 

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