Banking Correspondence

Send the right customer communications the right way

Financial Services Web Banner

Digital Experience and Print for Improved Engagement

Banking Communications for the Modern Consumer

In today’s digital economy, customers demand the same 24×7, always on, available anywhere (on any device), access to financial account information that their insurance, utility and other providers offer. Meanwhile, communication preferences vary from one customer to the next. Some prefer formal correspondence, while others, if given the option, request an informal tone. Younger generations favor email and SMS, while many prefer an electronic and print hybrid. Cultural and technological changes require a fresh approach to banking correspondence.

Banks and lending organizations invest in core systems as the foundation of their operations. Such systems are inherently complex and require significant work to implement and upgrade. They are excellent at managing financial processes, and typically contain a basic customer communication capability.  Unfortunately, most find that they lack the robust communications requirements needed to keep up with customer demands, and that enhancing their core systems is not feasible given rapidly changing communication technologies.

Financial institutions greet these challenges with our customer communication management software. MHC provides customer correspondence tools that enable new account creation, account servicing, and personalized correspondence at scale. Digital experience tools and interactive analytics enable customers with self-service capabilities and endow them with analytics to study spending and savings habits. Statements, collections and associated correspondence delivered via the customer’s preferred channel improves the customer experience and lowers print and postal costs.

Digital Experience

Leverage digital forms to capture data from each customer’s device(s) of choice.  Enable account creation and servicing 24×7 in the language and tone selected by each consumer. Leverage electronic signature technology to improve the banking customer experience. Empower consumers with self-service capabilities and analytics. Support customers whenever they want, wherever they want, and however they want.

Powerful Statements

Generate accurate and meaningful statements and related documents for customers. Send banking statements in the language, mode (print or electronic), tone, and even template selected by each individual consumer.  Aggregate multiple product-line statements into a single communication for improved customer experience and reduced operational costs.  Provide clarity by embedding customized statement walk-throughs for each consumer.

Embedded Analytics

Create interactive statements and online analytics that empower consumers to investigate their spending and savings habits. Design sorting, filtering and other analytic features directly into statements delivered electronically. Generate documents in all media (print, PDF, email, etc.) with compelling graphs, charts and tables that facilitate self-service, reduce call center costs and build customer engagement.

Onboard New Customers

Display online forms to both bankers and customers to capture new account holder information and confirm identity.  Assemble personalized welcome kits with account documents, starter checks and customized promotional materials—and distribute via the customer’s preferred mode (print, electronic).  Establish pre-defined touchpoints for new account holders and monitor their journey to reduce friction and identify upsell opportunities.

Comply with Standards and Regulations

Establish review and approval workflows for document templates, thereby guaranteeing proper oversight and compliance with corporate branding standards and regulatory requirements. Automate transactional review and approve processes for banking correspondence to achieve corporate and regulatory compliance at an individual document level.  Collaborate with both internal and external partners throughout the document lifecycle.


Customer Communications for Finance Guide

Customer Vommunications for Finance banner

Why Do Banks and Wealth Management Firms Need a Customer Communication Platform?

Customer communication preferences change as rapidly as new technologies do. Financial services providers leverage either a single core system or multiple applications for different aspects of their business.

Learn how MHC customer communications management solutions empower finance experts to engage their customers with personalized communication capabilities.

Download Our Guide

Enable Stronger Customer Connections

Financial institutions worldwide leverage banking correspondence software by MHC to enhance their banking customer experience, reduce operating costs, and control the inherent risks associated with high volume and on-demand customer communication. Thousands of companies across a broad range of industries use MHC software to ensure compliance with corporate branding and regulatory standards while establishing genuine connections with their customers — one at a time.

Financial Services Customer Experience

Focus on customer experience by leveraging state-of-the-art software to drive customer engagement and inspire optimism for financial services. Stand out with online portals with rich analytics and statements.

Wealth Management Communications

Provide meaningful, clear and engaging investment reports and statements. Empower investors with interactive analytics and research documents. Engage with customers via personalized correspondence.

Lending Correspondence

Capture paper or digital applications from multiple devices. Engage with borrowers leveraging personalized letters and correspondence. Empower consumers with meaningful statements and analytics.

Here’s What Our Customers Think

NeKiya Z.
Senior Accountant II
Enterprise (> 1000 emp.)

Unlock Your business potential with MHC 

I love the outstanding customer service from MHC Software. We appreciate the support staff’s dedication to helping us find practical solutions, reacting promptly, and going above and beyond our expectations, regardless of how detailed or specific it may be.

quote marks-dark
MHC has proven to be a great software that has helped us with our financial documents”

This software creates bank files for our invoices and payroll. It also formats financial data into easy-to-read documents that can be read online or emailed.

Rebecca G.
Asst VP Financial Systems & Payroll
Enterprise(> 1000 emp.)

Excellent Solutions & Great Customer Service

MHC offers solutions to streamline business processes that take your efficiency to the next level. They truly care about their customers and go above and beyond to ensure that the products they offer function well.

Well planned,intuitive and accommodating software with a most willing and congenial support staff.

Adding new bank positive pay formats, reconciliation uploading and the ability for employees no longer with the company to access their reporting documents. They have the ability to keep track of modifications solely for our needs.

MHC – Phenomenal company to work with!”

MHC has some of the best customer service out there. I have worked with a large number of vendors and MHC has been consistently responsive to our needs over the past 8+ years. Their software is solid and performs well across all areas of our businesses.

See MHC in Action!

Experience the ease of configurable workflows. Experience the autonomy of self-service access. Experience the freedom of eliminating mundane tasks.

Get a no-obligation demonstration of MHC’s award-winning solutions and see the difference for yourself!

Scroll to Top