I love my financial institution. They are very helpful when I have questions about my accounts, as well as being informative about new products they have that may be of interest to me. But one thing that frustrates me is when I receive my monthly statement.
The format is very challenging to read and understand. It’s very bland and can be difficult to comprehend. I’m not the only one who feels this way. I may be biased, but if they would move their statement processing over to LKCS, their user experience and customer satisfaction would be more successful than they could imagine!
Switching your current statement provider to LKCS is a very easy process. Our statement team is with you every step of the way. We provide you with an on-boarding contact whose job is to be there whenever you need information or have questions. Whether it’s by email or phone, we give you the answers to all your questions right away and help you at every turn.
How It Works
We start with a welcome letter, which lays out all the information you need to get started. You’ll fill out an easy requirements-form, which puts LKCS in the driver’s seat to begin the switch.
We will provide you with different statement layouts for you to choose from. The best part of this, is these layouts are just a jumping off point for you! You can choose any one that suits you best or pick and choose different pieces and create your own custom layout for us to reformat.
Try our statement simulator to get some ideas!
We’ll need you to provide your logo with your brand’s PMS colors for our design and print team. A copy of your current statement is needed as well, of course, with any sensitive information blacked out.
We also provide you with a copy of our general reconciliation/disclosure form, but you don’t need to use ours if you’re happy with your current one. We’ll just need a copy from you!
One feature our current clients LOVE using is the ability to put messages and graphics directly on their statements. We call these ‘Onsert Ads’. This feature has the ability to eliminate a lot of loose-leaf print inserts! You can choose from our generic onsert library, create your own, or have LKCS create a custom onsert for you!
Check out a few of our custom designed statements in our portfolio.
Getting Started
As I’ve mentioned before, once you start your on-boarding process, LKCS is with you every step of the way, providing samples of your new layout and communicating with all teams to get you the exact look you are wanting.
So, if you or your statement users are tired of an unappealing/challenging look, why not contact LKCS to speak with a representative or schedule a meeting? Let’s open a conversation on how we can give your statements the ‘facelift’ they need!
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