- 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
After customers have applied for a new service (e.g., loan or credit card account), correspondence can be generated to confirm acceptance, communicate terms and conditions, and present required regulatory information.