Transactional Promotional

Types of Transactional Promotional

  • Retail Statements

    Retail Statements

    Monthly billing statements provide the perfect opportunity to cross-sell to retail customers with targeted, individual promotions based on past purchases.

  • Financial Statements

    Financial Statements

    Use monthly portfolio statements to introduce and cross-promote specific investment products to customers based on their life situation and financial needs.

  • Telecom Statements

    Telecom Statements

    Few customers purchase all of their phone, Internet, and cable services from the same provider – target existing customers for additional services in their monthly statements.