Smart Statement provides easier, better and smarter way to manage your financial transactions. By allowing customers to easily create a summary of their spending habits, track spending pattern, build a budget and monitor performance against personal financial goals.
Smart Statement quickly and securely organize information, customers can view all information in one place by looking at where the money goes, the expenses are categorized so customers can keep track of how much and where they are spending. Customers can create budget based on their spending history or by expected expenses, track the progress by receiving alerts by SMS or email and find ways to spend smarter. The intuitive user interface and rich interaction provides ease of use and better analytical capabilities enhancing the satisfaction. Smart Statement makes personalized recommendation enabling user to make smarter decisions to and plan for the future.
Solution will enable Financial Organization to get visibility into spending and budgeting patterns. Based on the spending patterns organization can insert personalized contextual adverts between transaction line items and/or in reporting charts. Based on the end user’s configuration solution can also generate PDF statements for emailing and printing.
Benefits to end user
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Enable Expense management |
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Leverage contextual offers leading to greater savings |
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Rich Personalized Experience |
Benefits to credit card service provider
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Driving new business opportunities |
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Transaction-level, personalized statements increase up-sell, cross-sell, and co-marketing opportunities |
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Visibility into spending & budgeting patterns hence generating ideas for new products and services |
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Increase in customer spend |
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Reducing costs |
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Ease of use, interactivity and personalization options motivate customers to discontinue receiving paper statements, resulting in significant cost savings |
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Intuitive features leads to reduction in ‘customer support’ calls |
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Importantly contribute on the green environment initiative by reducing print statements |
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Increase in customer satisfaction |
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