Accelerate cash flow and new client onboarding
with faster, easier customer communications management
For loan servicers and other receivables management firms, collecting payments pivots on an increasingly complicated, time-intensive and painstaking process for developing and delivering accurate and timely statements, bills and other financial communications to thousands or millions of consumers. You can completely revitalize your process with Expresso communications management solutions for financial services, simplifying and accelerating these consumer communications to improve cash flow, customer service and compliance.
Our powerful self-serve Expresso customer communications management software addresses bottlenecks and pain points for financial services companies. Connect to our secure, cloud-based application from your desktop to handle the entire cycle of creating,
changing, reviewing, approving, distributing, tracking and reporting on both digital and paper financial invoices and financial communications. Coupling Expresso with our Print & Mail solutions ensures a seamless end-to-end solution.
That’s right. You control it all from your keyboard.
With Expresso, you develop your own content library and document templates. Then dynamically merge text, images, and logos to create personalized statements, verifications of payment and other materials. Our sophisticated rules engine also streamlines disclosures: When you revise this content in one location in your content library, it automatically updates other affected documents.
Governance, Recognition & Associations
Quickly produce and distribute bills, invoices and other communications, helping ensure timely payments. People who opt for digital statements also tend to pay promptly, eliminating the lag time in receiving mailed payments and thus improving cash flow.
Speed client onboarding
Create branded, customized communications in just days instead of months, bringing new clients on board quickly and seamlessly.
Optimize communications workflow
Documents that took weeks to finalize now only take minutes. Manage the whole process with complete visibility at every step, from creation through delivery.
Our patent-pending application makes it easy to meet regulatory and legal requirements governing financial communications. It takes a few clicks to update disclosures and make other documents compliant. The system also creates an audit trail for content changes made to every letter, notice, statement and bill.
As more people conduct business online and with mobile devices, it is increasingly important to offer digital options to your customers and their consumers. Using Expresso for digital communications saves time and money without requiring investments in developing these capabilities on your own.
Improve customer service
Connect in the ways your customers prefer. With Expresso, you can add opt-ins for electronic delivery to paper communications. Our system also makes it easy for customer service representatives to quickly access consumer documents and review them on a call or resend if requested.
With Expresso, businesses can significantly improve the manner in which they manage their prospect and customer communications. The platform enables non-technical personnel to quickly and efficiently develop personalized document content utilizing a secure, cloud-based portal, manage critical business rules, and review final proofs.