Customer satisfaction with consolidated statements
Seeking to boost efficiency, this financial services organization turned to Pitney Bowes Software for business solutions to provide customers with a single statement for multiple accounts.
ChallengeFor customers with more than one account, the organization was not able to send a "consolidated" statement. Instead, the bank had to send individual statements for each of their accounts.
Their multiple billing problems affected its business in a few ways: multiple bills led to confusion and dissatisfaction, but from a business perspective, it was also highly inefficient.
SolutionThe organization chose a robust, scalable and integrated customer communication management solution from Pitney Bowes Software. The bank could then:
In addition, the bank can now tag customer accounts at the front end for ease of consolidation. The solution also included business rules-oriented template design and robust output management.