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• Correspondence Management
• Print Operations
• E-Document Services
• Document & Transaction Archiving
• Enrollment & Adoption Services
• Marketing Services
• Web-based Content Management
• Operations Reporting
• Optional Services

CEDAR offers the following optional services.

Document Graphic Design

According to the TowerGroup, “Many banks, thrifts, credit unions, and finance companies continue to regard account statements as a legal or regulatory obligation - rather than a strategic communications vehicle that affects customers' perceptions of the institution. New research from TowerGroup notes that while statements are unarguably a requirement of law, they are all too often underestimated and underutilized by banks.” Many of CEDAR’s clients agree and have chosen us to improve the design of these critical documents.

Training

CEDAR can provide computer-based training to educate call center reps on the use of the optional enrollment site and an overview of the eDocument delivery process prior to the implementation of eDocuments. In addition, CEDAR can arrange live in-person training sessions for stakeholder groups. The following training options are available:

• Enrollment Campaign Training
• Computer-based CSR and recipient training
• On-site training for CSR and key stakeholders

Delivery of Ancillary and/or Secondary Documents

Additional correspondence can be delivered via e-mail to the enrolled customer base through CEDAR to replace printed copies of documents currently mailed with paper statements or mailed separately. Documents delivered through this service are not archived by CEDAR and contain no enhanced, interactive response functionality.

Marketing Solicitations

Generic, one-to-many marketing correspondence can be delivered via e-mail to the enrolled customer base through CEDAR. Marketing solicitations can include a web link re-direct and/or interactive fulfillment capabilities that enable the customer to accept an offer using a secure communications channel. Information captured through interactive fulfillment is returned to you in a data file for processing. CEDAR management of these marketing solicitations can be included at the client’s discretion.

Enrollment & Adoption Support

CEDAR offers a number of additional services designed to help you maximize enrollment in the eDocument service:

• Enrollment Campaign Creative design (e-mail layout, etc.)
• Enrollment Invitation Services
• HTML e-mail blast campaigns
• Enrollment Campaign management