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