ePresentment with iControl Zone. 'Self-serve' administration capabilities to facilitate the distribution of documents across multiple delivery channels based on customer preferences. Automated alternative delivery channel eNotification bounce-backs. Reduce postage and printing expenses while providing clients a choice of secure ePresentment for their documents.
Easy Onboarding Process: Secure registration using personal identity information, password and security questions. An activation link is sent to a client's email and registration is complete with CASL compliance trail of explicit consent for your company records.
Password Administration: Easy online password management access for you Client Service Team to assist clients with access issues and/or locked-out accounts.
'Self-Serve': Clients can choose and manage their own preference by document on an individual basis for ePresentment, mail or both.
eNotification: Registered clients will receive automated customized eNotification after a document is posted. Customized features of eNotification: Message, logo, 1-800 service number, advisor name and contact information.
Bounce-back Management: Minimize compliance risk. System can automatically mail out documents from eNotification bounce-backs. Bounce-back reports are generated to confirm the correct information or preference for delivery.
Marketing: Upload targeting messages and marketing information to help build your brand, upsell/cross sell products & services to clients, based on profiling individuals.
Reports & Tracking: The iControl Zone provides online access to delivery information, stores and manages compliance trail for explicit ePresentment consent, bounce-back and marketing link click through reports.