April 9, 2014

Interactive eStatement Analytics for Customers

Jon M Deutsch

These days, customers are demanding more self-service digital services and insight from their retail and merchant banks. The ability to deliver insight to customers not only provides important advantages and differentiates the bank, but can attract, acquire and retain a younger clientele. ‘Insight’ is the goal.  Data and self-service interactive analytics are the ingredients.

Information Builders is uniquely suited to help banks of all sizes capitalize on this opportunity through our personalized and customizable Interactive e-Statements. Accessible via any traditional online, or mobile device, Interactive e-Statements transform stagnant, paper-based documents into indispensable insight generators – enabling customers to understand and explore their financial condition.

Business customers, for example, can drill into credit card history to obtain a better understanding of income flow, and align corresponding marketing and operational decisions. Consumers can utilize self-service data visualization to analyze retirement fund performance, expenditures and fees, and adjust services and behaviors as needed.

Click here to view a presentation on how we’ve helped leading financial services organizations like US Bank to be more competitive by delivering interactive analytics to their customers – providing benefits they can’t find anywhere else. If you’re interested in learning more about how our Interactive e-Statements could benefit your customers—and your organization in the process—please register for a demo here.