 Electronic communication era offers numerous capabilities in terms of marketing, customer experience and loyalty therefore e-statements are an excellent opportunity to offer extra value and functionality to the end-customers. Therefore, i-docs e-Statements solution not only allows an organization to adopt a basic paperless communication but also to use e-statements as interactive marketing tools with the end-customers introducing various capabilities and functionalities. i-docs e-Statements solution is offered in four (4) flavors (basic, Premium, Interactive and Digitally Signed)
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Premium |
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 Premium extends Basic with some innovative Services. The most important element is the ability of monitor your campaign's effectiveness. i-docs offers a client-free specialized viewer (type-of Google books) that enables users to read their statements and in parallel to have a reach experience. Moreover, i-docs utilizes i-docs’ Customer Profile Concentrator to collect valuable behavioural information such as time spend on e-statements pages, links and banners they clicked on, efficiency of specific advertisements, etc. and facilitate customers with targeted messaging for cross-selling an up-selling, hyperlinks and 2D barcodes.
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Interactive |
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 Also known as ExPP (Stands for: Electronic Bill/Invoice/Statement Presentment & Payment).
i-docs ExPP provides a self service portal where users are able to view their transactions & charges, perform and store their own queries/reports on data level (calls, recurring or once off service fees and discounts), manage their accounts, create their own hierarchical structure for the presentation of billing data to reflect cost centers, specific groups or departments for multi-contract customers and deliver just the right amount of content to the right person by creating customized user profiles.
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Digitally Signed |
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 E-statements are digital copies of the original statements (banking statements, credit cards statements, telecom invoices and bills, dunning letters, etc.) that can legally replace the paper-printed statements utilizing alternative communication channels. In order to ensure this, the e-statement composition process should be part of end-to-end document generation process and 5 key factors should be addressed: (a) documents are automatically separated and delivered as electronic statements only to the customers that are subscribed to the service (depending on local regulations), (b) the digital statement is an exact copy of the paper one, (c) it reaches the end-customer following a “push” process, (d) it is permanently archived allowing for on the fly retrieval and (e) based on the requirement it can be digitally signed (electronic signature) using a qualified certificate.
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Serve digital personalized copies of your statements (identical to your
personalized old-fashion hard-copies) to end-customers through
a specialized portal or your existing web-banking application and achieve immediate cost savings.
i-docs is certified by ISO 9001:2000 concerning “Development, distribution and maintenance of software products and implementation, support and maintenance of IT Projects, including networking, software applications, hardware infrastructure and security elements”.
If you are interested in offering your clients a modular, technological “state of the art” CCM software, flexible enough to expand and cover any future needs and eliminate system obsolescence and reliance on “blackboxes”, then we could do business together and please contact us at
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i-docsTM offers Banks, Investment Companies, Securities, etc. the ability to get fully aligned to EU's MiFID regarding the communication with their clients providing investment information.
