Below is a sampling of some of the key documents that are created by the Roler`s Presentment Service; electronic and print/mail. Each of these documents can be designed to communicate targeted one to one messages which will improve customer response and customer satisfaction. They can be distributed in a traditional mail application or can be electronically presented on the web.
Click on highlighted text to view a sample image
Credit Unions, Banks & Financial Solutions
Credit Union Statement
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Cheque Imaging
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Newsletter
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Investment statements
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Credit card statement
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Online personalized financial plans
Regulatory correspondence
Wealth management statements
Performance reports
Consolidated statements
Mortgage documents
Prospectuses
Account statements
Consolidated account statements
Bank statements
Trust statements
Online banking services
Performance reports
Portfolio reports
Insurance
Policy Statement
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Policies
Annuity Statement
Benefits booklets
Applications
Declarations pages
Bills
Notices
Endorsements
Renewals
Explanations of benefits
Agent reports
Claim reports
Commission statements
Installment schedules
Cancellation notices
Telecom
Bundled services bills
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Phone bill
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Correspondence
Direct mail
Utilities
Residential bill
Collection letters
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Correspondence
Bundled service bills
Newsletters
Disconnect notices
Retail
Invoices
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Credit Card Statements
Customer Loyalty Documents
Renewal notices
Correspondence
Here are some of the key applications:
Credit Unions
Your customers can view all of their statements on-line which virtually eliminates the need for printing and mailing these critical documents. This saves substantial dollars which can be reallocated to other areas like improved marketing and communication. Cheque images can also be integrated and viewed on line.
Click here for sample
Accounts Payable
Have all of your purchase orders, receiving slips, credit/debit memos and payment records automatically collated and on-line for viewing with any web browser. Forward those records to other staff members or suppliers without ever leaving your desk. This adds to marked productivity improvements by allowing the system to streamline the approval and paperwork process.
Finance
You can view all of your finance reports on-line automatically.This can be very helpful for corporate audits.
Customer Service
Every client record can be on-line and recalled with any related record instantly. You can Fax or email directly to the client and/or distribute it to a fellow worker without ever leaving the desk.
Legal
RolerView returns a precise facsimile of the original archive file, regardless of the original source and automatically tracks all versions, times and users of those files.
Shipping/Logistics
You are able to view any waybill that has not been billed yet, or do print runs of invoices with the related waybills automatically attached.
Manufacturing/Quality Control
Inspection reports, certifications, test reports, ISO 9000, 6Sigma, QS9000, manuals and procedures perfectly collated, instantly retrievable and never misplaced.
Health and Safety
View all versions and the latest updates of things such as MSDS, WHMIS, procedure policies and manuals etc. on-line and instantly retrievable to any authorized user at their desktop.
Accounts Receivable
Automatically retrieve inbound purchase orders, outbound waybills/invoices and inbound payments. You can deliver a replacement copy of an invoice or waybill immediately - without ever leaving the desk.
Customs
Have all your pre-arrival notices, cargo control documents, rating sheets, waybills etc. perfectly collated, verifiable and on-line, never having to sort and staple supporting documents to client invoices again.
Claims/Warranties
A complete transactional record of all computer records, adjuster reports, pictures, back up documents, policy and payment records on your screen - add notes, transfer files or file components to others without ever leaving the desk - fast, easy and efficient.