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INSTITUTION: Broadway National Bank, San Antonio, Texas

ASSET SIZE: $2 billion

KEY CHALLENGES:

  • Inability to generate branded, visually appealing statements and notices for both deposits and loans through a single solution
  • Loan statements could only be provided in an unbranded, bland ASCII text format
  • Could not customize communications or add any other information beyond what was available in the statement file, resulting in the need for multiple mailings and costly inserts

SOLUTION: Optria Communiqué

RESULTS:

  • All deposit and loan statements and notices now produced through a single solution provider
  • Flexibility to easily access data from multiple sources and create customized statements at the individual customer and account levels
  • Ability to incorporate multiple messages into a single document; any information residing in the core system or across the bank’s enterprise can be accessed to create consolidated, efficient, personalized customer communications
  • Solution capabilities reduced statement production cycle by an estimated 75%, translating into significant cost savings

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Optria: The Power Behind Great Customer Communications