- 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
Financial institutions offering the "next generation" of statements combine basic account transaction data with overall portfolio information. Dialogue offers the most advanced multi-dimensional charting capabilities available to enhance and personalize statements. Its “design once, deliver anywhere” capability allows you to respect customer preferences and support “right channel” strategies—a single design can support simultaneous delivery to printers, email, fax, image/archival, and the web.



