eStatement service provider for financial institutions
BDI eServices are scalable to meet client needs, with compatibility for all core banking and online banking systems. Documents are composed and stored in HTML or PDF format depending on customer viewing preference. As your strategic partner for member communications, eStatements, eNotices, and eArchive run on one proven workflow.
eStatements. eNotices. eArchive.
One proven eDelivery platform for the full lifecycle of member documents. Mobile-compatible, marketing-strong, and configured to your core.
BDI specializes in outsource solutions for financial transactional documents and client communications, including eStatements, print and mail, direct marketing, and archival retention. As your strategic partner, we pair member-adoption tools with the same workflow already running for your statements.
Features and functionality
HTML or PDF display
Composed and stored in the format that fits how your members read.
Check-viewing hyperlink
Click-through to associated check images in PDF or HTML.
Customer-controlled authentication
Member sign-in tied to your existing online banking identity.
Target-specific offers
Current Offerings module places the right message in front of the right member.
Client-specific disclosures
Disclosure language and regulatory footers configured per institution.
Enrollment control
Enrollment and unenrollment workflow you and your members can manage.
Account-specific marketing
Messaging segmented to product, balance, or member relationship.
Multi-tier administrator access
Role-based access for branch, ops, and marketing teams.
Document import to warehouse
Composed documents flow to your archive, ready for retrieval.
eNotification for critical documents
Targeted alerts when a member needs to know a document has arrived.
Bring eStatements to your members.
Compatible with all core banking and online banking systems. Tell us how you deliver today and we will map the workflow.
Request an eStatement demo