Doxim – Leadership in Statement Solutions

Agenda

• Purpose & Upside• Statement Trends• Statement Solutions

– eStatement Capabilities– Merging Documents and Data– Integrated Newsletters– eInsertion– Colour Printing – Statement Security– Marketing Message Management

Statements - Purpose

• Provide customers with a record of account(s)

• Demonstrate compliance with regulatory mandates

• But they are costly!

• Include Inserts with statement– Drives $$ up further

The Upside

• A regular, consistent customer communications vehicle

• A key element in an integrated marketing program or campaign

• A tool to reinforce your brand with your customers

…. And People Read Them

• Average person receives multiple transaction documents/month

• It’s the one type of mail that most people open and read/review

• So a marketing opportunity exists

Statement Trends

• Paper only > Paper plus electronic statements

• One data stream > Multiple, merged data streams

• Single item printing > Multiple item print runs

• Statements only on-line > Multiple items online

Statement Trends – Present and Future

• Black and white printing > Full Colour printing

• Window envelopes > Secure windowless envelopes (2D barcodes)

• Text ads > Image ads and enhanced statement design

• Manual ad management > advanced online ad management

Statement Trends – Present and Future

A Smorgasbord of Solutions to Help

eStatements….Of Course

eDelivery Trends

•Average “opt-out from printed statement” > 50%•Doxim top 10 percentile of clients > 85% eDeliveryFACT: more people are adopting eStatements

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Doxim Clients eDelivery Data (%)

Move finished statements to a printer, an archive and send e-notifications

Electronic Notification

Secure online archive

Electronic notification

Print & mail

Dan Dare1234 High Street NorthToronto, ONL3R 2X2

445 Apple Creek Boulevard,Markham, ON, L3R 9X2

Allows your organization to notify your clients when their statements are ready.

Differential Bundling

1. Checking account2. Savings account3. Investment account

All three statements bundled into one envelope for mail delivery

Print

Output

ElectronicOutput to

ArchiveEither

Or

Three different PDFs in three different account folders on archive

Three statements concatenated into one PDF for upload to archive

Saves costs for:- Envelopes- Stamps- Handling

Enriching/Merging Your Print Data Streams

Data Insertion & Merging

Doxim ECM

Doxim BPM

Print Lettershop Mail

Statement Data from Core Processing System

Supplementary Data File

Supplementary Data File

Preference & Data Override: Allows supplementary data to be added to the statement data stream before processing e.g. Airmiles Points on Mastercard

Data Stream Merging: Allows two separate print streams to be merged together post processing, before printing/ output e.g. Bonus share certificates

New Opportunities With Inserts and Newsletters

Integrated Newsletters/Notifications

Doxim BPM

Statement Data from Core Processing System

.EPS/.PDF/Word file

Statement and newsletter printed together INLINE and placed in one envelope

Print

eInsertion

Doxim BPM Doxim ECM

Statement Data from Core Processing System

Content

Insert /newsletter served up IN THE SAME PDF as the statement when user opens the statement online

Colour Printing

Laggards

$0

$100

$200

$300

$400

$500

$600

$700

$800

$900

Paper only Paper & 40% e*solutions Paper & 70% e*solutions

Postage (pass-thru)

Paper

Lettershop

Print B&W

Print color

E*solutions

E*delivery

Customer cost

Doxim average eDelivery Doxim best practices

Market dynamics & opportunities

E-delivery adoption plan

Saving

Saving

At 40% print suppression,printing in colour pays for itself!

The higher your eDelivery rate, the greater your savings.

Go from Mailing this…. To This!

WOW!

Statement Security

Improved Statement Security with 2D Barcode

2D Barcode

Information in the 2D barcode drives colour inkjet printing of logo address & ad message onto closed window envelope

Dan Dare1234 High Street NorthToronto, ONL3R 2X2

See Inside For Our Latest RRSP Rates

Dan Dare1234 High Street NorthToronto, ONL3R 2X2

Better Looking Statements &

Marketing Message Management

Better Looking Statements – A Great Customer Communication Vehicle

Personalized contacts

Targeted Messaging

Brand Reinforcement

Easy to read and decipher

Improved integrity/security

A Great Looking Statement provides the opportunity to

Include Embedded Links

“Find out more about RESP’s Today”

(http://www.abc-cu.com/resp-home)

Allows recipient to respond in real time to a marketing promotion

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Marketing Message Manager

• Enables you to:– Manage your marketing resources

(ads, onserts, newsletters etc.)

– Automate the front end review and approval of marketing materials

Marketing Message Manager

Marketing Message Manger

Screenshots:

Doxim Statement Solutions

eStatements

Personalized Statement Marketing

Enhanced data streams

eInserts and eNewsletters

In-line Newsletters

Colour printing

For more information, contact us today.

(P): 1.866.475.9876(E): info@doxim.com(W): www.doxim.com

(B): www.doxim.com/blogTwitter: @doxim_inc