{"id":11460,"date":"2021-05-24T15:19:51","date_gmt":"2021-05-24T22:19:51","guid":{"rendered":"https:\/\/fssi-ca.com\/staging\/?p=11460"},"modified":"2022-01-06T14:21:51","modified_gmt":"2022-01-06T22:21:51","slug":"statement-design-enhancements-increased-engagement","status":"publish","type":"post","link":"https:\/\/www.fssi-ca.com\/staging\/statement-design-enhancements-increased-engagement\/","title":{"rendered":"3 Design Tips for Enhancing Financial Statements for Increased Engagement"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Improve Customer Relationships with Well-Designed Documents<\/h2>\n\n\n\n<p>Many companies still haven&#8217;t realized just how valuable well-designed transactional documents are to their business strategy. Creating engaging financial statements and invoices expands brand awareness, nurtures customer relationships and increases payment remission.<\/p>\n\n\n\n<p>Listed below are three document design tips for instantly taking your documents from ordinary to EXTRAORDINARY:<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">1. Grab attention and increase impact by adding color to highlight important information and create brand consistency.<\/h2>\n\n\n\n<p>The goal of every financial statement is to communicate important information before the recipient loses interest. Black and white documents are usually not impactful enough because statements often require a great deal of information on a single page. A well-designed document uses color to quickly zoom the reader\u2019s eyes in on key details.<\/p>\n\n\n\n<p>Recurring statements and communications offer monthly opportunities to display your brand. Add color to your brand\u2019s logo to <a href=\"\/brand-consistency-color-management-brand-recognition\/\">increase brand consistency<\/a> and create a lasting impression every time.<\/p>\n\n\n\n<p><strong>Where to add color:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Logos<\/li><li>Ads<\/li><li>Offers<\/li><li>Important messages (Account balance, payment due date, etc.)<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">2. Create a personalized experience with variable data, targeted messaging and graphics.<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Variable Data:<\/strong><\/h3>\n\n\n\n<p>Put your customer data to work. Get personal with variable data printing, allowing you to greet your customers by name and securely add their individual information to each statement.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Whitespace Management:<\/strong><\/h3>\n\n\n\n<p>The empty areas inside your time-critical communications are prime real estate for marketing and cross-selling your products to a dedicated audience. Create an optimal layout that manages the whitespace in your document and guides the reader\u2019s eye to the most important information without adding clutter.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Marketing Messages and Graphics:<\/strong><\/h3>\n\n\n\n<p>Expand personalization by adding selective messaging and targeted graphics. Choose images that resonate with customers using data collected, such as images chosen based on demographic or geographical location.<\/p>\n\n\n\n<p>Combining your transactional documents with marketing strategies makes them more engaging and personal for your customers overall. Visit FSSI\u2019s blog about increasing ROI with <a href=\"\/capabilities\/document-redesign\/\">well-designed documents<\/a> for more document design tips.<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>3. Offer options and convenience with statement digitization including multichannel touchpoints and personalized payment options.<\/strong><\/h2>\n\n\n\n<p>Your customers are likely to all have different requirements or preferences for viewing statements or documents. Some may prefer only receiving printed statements because they are less tech-savvy or like to keep a permanent record of communications. Others might have no interest in interacting with physical mail and only desire to view their statements online or through a mobile application. Often, customers want a combination of both print and electronic statements for added convenience. The best way to make everyone happy is by offering multichannel notification and payment options.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>SMS and Email Notifications:<\/strong><\/h3>\n\n\n\n<p>Help customers stay on track with payments and notices with monthly <a href=\"\/capabilities\/edelivery\/\">text messages<\/a> and email notifications, alerting customers when a statement is available to view and when a payment is due. Customers have to opt-in to these options, taking the guesswork out of which multichannel notification options they prefer.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Fast and Easy Payment Options<\/strong><\/h3>\n\n\n\n<p>Immediate payments don\u2019t have to be limited to electronic statements anymore. Add multiple <a href=\"\/want-to-streamline-bill-payments-add-these-three-things-to-your-statements\/\">bill payment options<\/a> directly inside your printed documents, allowing customers to transition from their printed statement to a completed payment in the fewest steps possible.<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Payment Options:<\/h2>\n\n\n\n<p><strong>Scannable QR Codes<\/strong><\/p>\n\n\n\n<p>Customers can quickly scan the code printed on their statement with their smartphone camera and go directly to their payment page.<\/p>\n\n\n\n<p><strong>Digital Wallet Integration<\/strong><\/p>\n\n\n\n<p>Customers can conveniently access information directly in their digital wallet without having to download a separate application or worry about compatibility issues.<\/p>\n\n\n\n<p><strong>Cash Barcodes<\/strong><\/p>\n\n\n\n<p>Customers simply bring their statement to a participating retailer (including 7-Eleven, CVS, Family Dollar and others), scan the unique barcode at the counter and complete the payment in cash.<\/p>\n\n\n\n<p>Implementing the tips above is a sure way to create more engagement, expand brand awareness and drive payments with transactional statements and documents. Partner with the technology and customer experience experts at FSSI to create a custom communication strategy for your company.<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fssi-ca.com\/staging\/wp-content\/uploads\/Financial-Statement-Enhancements-and-Tips-800x1613.png\" alt=\"How Banks Can Get More From Their Monthly Statements\" class=\"wp-image-12830\"\/><\/figure><\/div>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>FSSI<br><\/strong><\/h3>\n\n\n\n<p>FSSI is a print and mail outsourcing service provider specializing in high-volume customer communications. We help businesses maximize their impact and strategic value of <a href=\"\/transactional-documents-marketing-mailers\/\">transactional and marketing documents<\/a>. When you partner with FSSI for your critical communications, you get the benefits of being covered by multiple facility locations, state-of-the-art print and mail equipment, secure data processing, innovative backup\/archival technology and an expert network security team.<\/p>\n\n\n\n<p>Call 714.436.3300 today to speak to an outsourcing specialist about enhancing your customer communications.<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"\/contact\/\"><img decoding=\"async\" src=\"https:\/\/fssi-ca.com\/staging\/wp-content\/uploads\/CTA-Button-Logo-Placement-800x273.png\" alt=\"Contact Us Button\" class=\"wp-image-12248\"\/><\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Monthly statements are a valuable customer touchpoint. Focusing on document design, color usage, adding personalization and ease-of-use payment integrations go a long way in improving customer engagement and retention.  <\/p>\n","protected":false},"author":5,"featured_media":16404,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[56,60,39,57,40,46],"tags":[44,51,41],"class_list":["post-11460","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-banks-and-credit-unions","category-billing-and-payments","category-color-psychology","category-customer-experience-and-engagement","category-document-design","category-how-to-guides","tag-banks-and-credit-unions","tag-customer-experience","tag-document-design"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>3 Design Tips for Enhancing Financial 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