DELIVER PERSONALIZED STATEMENTS FASTER THAN EVER
Process massive volumes of customer statements quickly and accurately with bulk generation of a range of customer reports; from custodial statements required by the regulator to personalized statements that share your client’s progress on their unique journey.
Ensure an optimal experience for your customers with a report that conveys your unique value proposition.
Statement designs are fully configurable. Manage and edit your content with ease, quickly and affordably.
Reports are always compliant with the latest regulations.
“Eliminating the manually intensive and high-risk process of uploading statements was a big win for us. Now it’s all done with one click of a button.”MANAGER, INVESTMENT COUNSEL SERVICES
“We view this as a long-term relationship with a partner. Everyone understands my business and sincerely wants us to be successful.”DIRECTOR, SENIOR VP AND COO
“PureFacts has been a great business partner for us. We truly value the relationship.”CHIEF INFORMATION OFFICER