Secure Statement Delivery

To support and grow their customer base, services-based companies such as banks, credit unions and brokerages face the challenge of improving customer service while lowering operating costs. To meet these goals, more and more organizations are automating customer services by moving applications such as statement delivery online. To achieve customer adoption the service must be reliable and easy to use–convenience is another key factor. With immediate statement delivery, account holders receive statements by email the same day they are issued, eliminating the time delays of postal mail. Current and prior statements are also available online, enabling access at anytime from anywhere. By downloading statements, customers can store their statements on their PC, reducing the overhead of reprint requests and eliminating reprint delays. But beyond convenience, the service must be a trusted service. Customers need to be sure that their personal, confidential information is delivered, stored securely and available only to themselves. And it is also useful for the company to know that the document has been received and downloaded.

Thru’s Secure Statement Delivery Solution

The Thru platform provides the highest levels of security with comprehensive access controls and a legal-grade audit trail for tracking all actions on each individual document. Rights-based access means that documents stored at source cannot be accessed by unauthorized persons, manipulated, or changed in any way. Controls are also available to ensure that access is denied if the statement is forwarded or sent to an incorrect or unrecognized email address. Integrated seamlessly into existing workflows using Thru’s Web Services API or with existing email clients including Microsoft Outlook or IBM Lotus Notes, Thru is easy to deploy. With its ease of use plus proven and guaranteed security, Thru is trusted by financial services companies of all sizes to securely manage and track their statement deliveries to their customers.

Secure Statement Delivery Key Features

• Secure file delivery and verifiable audit – Files are delivered with encryption, registered receipt, and real-time tracking. In addition, Digital Rights Management (DRM) can be added to files or folders to provide controls and tracking throughout the document’s complete life-cycle.
• Governance and compliance – In addition to legal-grade reports for tracking and audit of all deliveries and transactions, an acknowledgment of customized terms and disclaimer by the customer is required before access to the statement is granted.
• Automatic notifications – Customers receive an email that their statement is available for download; the company receives notification that the customer has downloaded the statement, signifying receipt.
• Comprehensive branding – Use the company logo and a customized messaging to reinforce the brand, increase customer confidence and promote additional products and services.
• Flexible and extensible – Statements can be packaged in a folder together with other documents, such as images of withdrawal and deposit receipts, etc.
• Cost effective – Thru’s cloud-based service is fully-harmonized with the ebb and flow of your business cycle, scaling as required to meet your needs rather than sized to meet peak demand as required with an on-premise solution.