- Investment statements
- Online personalized
financial plans - 401(k) statements
- Regulatory correspondence
- Bank statement
- General correspondence
- Consolidated bank statements
Wealth management statements
Performance reports
Consolidated statements
Enrollment forms
1099s and tax reports
Online presentment
Mortgage documents
Prospectuses
Trust statements
Online banking services
Performance reports
Portfolio reports
Online presentment
Account applications
Brochures
Direct marketing
By adding color, graphs, and images, and dynamically incorporating check images into monthly statements at run time, banks can transform routine customer communications into powerful marketing tools. With Dialogue’s campaign management and tracking features, you can leverage available white space to include targeted messages, based on business rules you establish.



