Monthly billing is a critical part of the customer experience for utility providers, but the billing experience is often just an afterthought. At PrintMail, we have been improving the monthly statement experience for our customers for more than 20 years. From increasing efficiency to cutting costs and improving the design experience, we share our expertise … Continued

For financial institutions, success often grows from a delicate balance of maintaining efficient business operations while cultivating customer growth and satisfaction. If your goal is to scale your bank, you may think you need to increase your in-house operations by offering more products, investing in more printers, and hiring more back-office staff. This could not … Continued

CRMs are amazing, but not every financial services company has the budget for a Customer Relationship Management System. CRMs can provide up-to-date information and customer reports to all relevant internal parties: management, marketing, retail banking, commercial, wealth management, and even risk management and audit. But CRMs can also be expensive, especially if you are considering … Continued

As technology continues to develop, banks are faced with tough decisions about what to try and which digital software to leave behind, particularly when it comes to customer-facing support. The use of chatbots has risen dramatically in recent years, particularly since the start of the COVID-19 pandemic, and can have a positive impact on both … Continued

In our everchanging environment—one in which technology, product strategy, regulatory changes, and even accessibility bring forth a cacophony of alarm bells, emails, and texts resulting in shifts in direction—bank compliance remains paramount above all other guidelines. And that’s only how we see things: consumers are focused on privacy and preventing identity theft, especially when it … Continued

The COVID-19 pandemic has wreaked financial havoc on consumers, businesses, and, yes, financial institutions alike. The collective impact of unemployment (or underemployment), hefty medical bills, and virtual schooling has left many of your customers wondering if — and how — they’ll make it to their next payday. Sure, your financial institution might offer loans, lines … Continued

Much has been written about how to increase eStatement adoption among banking customers. The purpose of this article isn’t to tell you what you already know, but to explore the nuances of conventional wisdom for promoting eStatements and getting customers to enroll. With a little help from Aristotle’s rhetorical modes of persuasion, Professor Linda Flower’s … Continued