Direct Customizable Statements

Automated Delivery of Monthly Account Statements

For clients receiving more than 20 account statements per month, our Direct Customizable Statements service eliminates the need to manually download individual statements or open and scan mailed copies for internal storage. Instead, clients receive all their monthly account statements through a secure email or via a dedicated SFTP connection, delivered in a single, streamlined package.

Each PDF statement is named using a customizable naming convention that aligns with your internal filing and organizational needs.

Key Benefits:

• Automation: Eliminate manual downloads and scanning with scheduled, secure statement delivery.
• Security: Choose between encrypted email or SFTP for safe and reliable transmission.
• Customization: Statements are named according to your preferred format for easy identification and storage.
• Efficiency: Receive all monthly statements in one consolidated, automated delivery.

Whether you’re managing a large volume of accounts or simply looking to automate your statement handling, Direct Customizable Statements is a powerful solution to simplify and secure your monthly reporting process.