Electronic Document Management System
As a bank or other financial institution, you want to serve your customers as efficiently as possible. CSI’s Electronic Delivery makes meeting their needs and improving communication faster, more secure and less expensive.
Electronic Delivery from CSI Electronic and Print Distribution simplifies the process of distributing important documents to your customers. Through our electronic document management systems, we help you convert mailings through digital document management.
4 Reasons to Choose Electronic Document Delivery from CSI
Our innovative electronic document management systems reduce your paper and postage costs, but also help financial institutions like yours find new ways to connect with your customers.
Electronic Delivery solutions also help your business:
- Decrease paper consumption, postage costs and delivery delays
- Present customers with fluid, dynamic and interactive statement-viewing experiences
- Capitalize on opportunities to cross-market products and services
- Eliminate internal processes and costs needed to distribute paper mailings
Our Electronic Document Delivery Services
CSI’s suite of electronic document delivery systems, include:
CSI's eStatements delivers an interactive, electronic representation of the traditional financial statement. Enhancing the eStatement experience for your customers can help improve adoption rates, heighten customer loyalty and lower operational costs. Plus, our eStatements solution utilizes HTML5 and Flash, making your eStatements more dynamic, functional and engaging from every access point.
CSI's eNotices is an innovative, cost-effective method for delivering financial notices to your customers online. With this solution, you can streamline the bank notice delivery process, making it more immediate, direct and verifiable. eNotices integrates with eStatements so your customers get all of their critical account information in one location. You can also utilize AccessDirect™, an admin tool for managing and accessing CSI’s online document delivery applications.
- Customer Connect
Customer Connect incorporates your bank's ads into electronic and print media. A robust online tool, you can create cross-sell opportunities across all content delivery, from printed and electronic statements to direct mail and email campaigns. Customer Connect also allows you to design personalized campaigns and then target bank ads to specific customer segments.
- CSI AccessDirect
AccessDirect is an online bank document management tool for account administrators who are managing and accessing CSI’s online bank document management and delivery applications. It provides comprehensive access to account management functions so that you can maximize the way our solutions perform for your business. Plus, with AccessDirect, you get free access to eStatements, eNotices and Customer Connect.
WebRDC is a Web-based merchant capture solution that allows your customers to scan, balance and transmit digital images to your financial institution for posting and clearing. With WebRDC, you can not only make banking easier for users, but also customize your user interface by utilizing your own branding, issuing customer logon credentials and maintaining your own capture locations, operators, roles and permissions.
Advanced features include:
- True multifactor authentication
- Unisys automatic courtesy amount and legal recognition
- Image quality assurance and detection of signature presence
- Duplication detection and prevention at website, merchant and financial institution levels
Want to learn more about how CSI’s Electronic Delivery can help you connect with customers and save time and money on the internal demands of electronic document management? Complete our online form, and a member of our staff will contact you.