Featured Case Study
Pitney Bowes Redesigns Its Invoices and Implements Enhanced Web Presentment and Payment
Pitney Bowes leverages their statement technology to cut expenses, increase satisfaction and offer new online services.
Remote Document Access
Give agents and advisors 24/7 access to customer documents.
Many investment firms support a network of brokers and advisors and provide all back-office processing, including statement creation. In order to provide agents with a copy of statements prior to them being sent to individual investors, these firms have established a resource-laden process driven by costly overnight deliveries.
But now, high-speed, high-volume document repositories give you the means to offer ubiquitous access to critical communications — saving you significant time and money.
Provide personal, responsive service.
Pitney Bowes Group 1 Software provides the high-performance archive and retrieval solution that allows you to furnish agents with secure access to customer information and customer documents. Documents are loaded with no disruption to operations, giving agents, call center reps and customers instant online access to statements and reports.
- Speed processing
- Improve customer service
- Eliminate paper copies and manual processes
- Heighten service delivery
- Recruit and retain more agents
- Enable agents and CSRs to reprint, anytime
Take advantage of our Electronic Document Management solutions today and equip your agents and brokers with the high-speed services that today’s market demands.