Statement and Invoicing

Regular statements and invoices can do more than just inform your customers about the status of their accounts or payments that are due. Now you can blend your own unique needs and communications style with our customized statement and invoicing services to effectively transform these regular communications into high impact marketing vehicles.

Account Statements

For financial service providers, mutual fund and brokerage firms, monthly statements are a direct link to customers who want to keep informed of their investment status. Statements are also likely the most regular form of communication that businesses in other industries have with their customers. Mindful to open and examine every statement they receive, these regular communications connect you to your customers by delivering a clear message about your business, the products and services you have to offer, and how much you know and care about each customer.

• At DST Output, we use sophisticated technology to turn your statements into colourful, informative, and personalized communications.
• Whether you want to incorporate charts, graphs, targeted messages, or colourful graphics – our customized services can meet the most intricate requirements to give you that competitive edge you have been striving for.

The head of product management at North America’s premier diversified financial services company explains: "In addition to being our print partner, DST Output also distributes these documents to our clients, all within a strict turnaround requirement. With the relatively high volumes processed each month, we have found DST Output to be extremely adept at handling fluctuations seasonally, as well as quality concerns required by each of our clients…"

Bills and Invoices

Bills and invoices are essential when it comes to bringing in your hard earned revenue. Yet preparing and delivering them is an administrative task, a cost centre that you must maintain and update constantly. For DST Output, on the other hand, it is a core part of our business, one that we exploit so our clients can use these regular communications as a vehicle for uncovering new revenue generating opportunities.

• A well designed and thought out statement not only makes you money – it also saves you money.
• When an attractive and easy to understand statement arrives on time, your customer responds by paying the bill quickly.
• The accuracy and clarity of your statements also eliminates customer service calls, lowering your operational costs.

The statements we create for many of our customers consistently earn high rankings for statement design, based on criteria and excellence standards published by Dalbar. With DST Output, you too can deliver great looking statements that are not just easy to understand, but also incorporate clear and concise marketing messages to generate opportunities for incremental sales. From data receipt to delivery, count on DST Output to handle and deliver excellent turnaround times every step of your statement process.