More than simply a document presentment tool, our CSR Presentment solution is feature-rich and allows greater agility and intelligence in account administration.
As a Web-based solution that presents documents that were mailed or electronically delivered to your customers – and archived for as long as you specify – your customer service representatives (CSRs) can improve customer satisfaction and first-call resolution, saving you both time and money.
Features
Using client-defined indexes, searches are optimized and results displayed according to your search fields. CSRs can also copy the data to other documents and e-mail or print and mail it to customers.
- Intuitive navigation with the ability to search, retrieve, download and print the same documents your customers receive
- Hierarchical security profiles limit access to only those who need to view segments of customer data, protecting privacy
- Supports multiple access levels across CSR and intermediaries (e.g., dealers, brokers, agents, etc.)
- Ingests a wide variety of input files including AFP, Meta Code, and Line Mode formats
- Addresses regulatory requirements with secure short- and long-term storage options
- Pre-integrated with electronic Payment and Distribution services, including Secure eMail delivery
Benefits
- Accurate and efficient access and viewing of transactional documents
- Optimized search functionality supports first-call resolution
- Archived records kept as long as required
- Supports business continuity planning and legal storage requirements

Mike guides the delivery of customer-centric solutions at DST Output, spanning idea innovation, product management, and technical architecture and eSolutions customer service. With consideration of industry innovations coupled with operational excellence, Mike focuses on the practical application of novel ideas and technologies. As a former telecom executive, Mike has had significant leadership experiences in virtually all aspects of Information Technology and has pioneered many breakthroughs in Billing and Customer Care.