2020eDOCTM designed to allow clients access to their account documents through the Internet. Documents traditionally stored for permanent archive and ablative evidence purposes can now be leveraged as a client service tool. Documents such as cleared checks, client statements and loan documents are a few examples.
Clients utilizing the Internet can securely access pertinent information about their accounts with a standard browser. Copies of the original documents can also be sent to their registered email address – whenever they want.
Our unique approach to Optical Archiving allows you to enhance utilization of our 2020DOC® System by delivering to your members ultimate access to their account related documents and to do it securely 24/7.
2020eDOCTM harnesses the power of the Internet and helps you reduce costly research time for staff members, while eliminating the postage and mailing costs of client inquiries when copies of original documents are required.
For more detailed product information or to schedule a demonstration of 2020eDOC, submit a webform or contact sales at 800.425.7766.
Email-4-Statements
Client Service – Same day delivery anywhere in the world: Your client can receive their statement the same day it is produced on your in-house system. Delivery is postage free and nearly instantaneous. It is delivered with the form as a graphic file and as text for importing to other PC applications. Regulatory notices and problem resolution instructions are included in the mailing. Even your newsletter can be included.
Affordable: Statements are produced and sent without printing or postage. Financial institutions have estimated their cost of statement mailing at more than one dollar per client. Savings can easily pay for this technology with a few hundred clients participating in Email-4-Statements®.
Simple to get started: The system provides mailing lists to those clients without a logged Email address. Email addresses are maintained as part of the system.
Secure: This is one-way communication, so your statement database is not exposed to someone dialing into your server. You are sending your client an encrypted, password-protected file to the address that they have verified. Return of non-deliverable mail is a normal email function. An audit log and audit statment run are included in the application.
Statement Archive: Financial Institutions can store years of history on-line to provide a convenient archive for all client statements, including email and non-email statements.
Hardware Independent: Email-4-Statements® provides a built-in interface for virtually any hardware that produces statements. Your main DP vendor can change hardware, or even operating systems and email operates independently.
OPTIONS: Thumbnail images of checks for current period. You can now deliver check copies right along with your monthly checking statements*. eDoc Innovations’s special approach to optical archiving will allow you to deliver all the file information your clients want.
For more detailed product information or to schedule a demonstration of Email-4-Statements, submit a webform or contact sales at 800.425.7766.
* Configuration requirements