ncreasing workplace efficiency is no easy feat in the first place.
It’s essential that you’re strategic at every level of operations to prioritize productivity. When it comes to your banking statements, there’s no exception.
That’s why it’s in your best interest to develop a useful bank statement template. After all, you’re going to be using that template on a consistent basis.
Consider the following statistic regarding commercial banking throughout the United States.
It indicates that already in the year 2019, the banking industry has generated over $775 billion in revenue. In other words, those big banks have a lot of responsibilities in their hands.
By staying organized and strategic with a bank statement template, though, you’re prioritizing productivity. Establish a long-term, efficient solution for your banking system.
The good news, though, is you’ve come to the right place with this article. Keep reading to design your bank statement template.
Leave Plenty of Room for Detailed Contact Information
Of course, the first thing to consider is how you’ll be identifying clients. That’s why it’s crucial that you leave room for the business’s contact information. It’s smart to include a spot for their personalized brand logo, too.
After all, there are a lot of small businesses throughout the country. In fact, as of 2018, the United States Small Business Administration reported over 30 million of them.
Leaving room for their contact information, then, helps you stay organized and manage their accounts. Put this area at the top of the bank statement template.
Over time, your document automation software is going to generate detailed information regarding each of your clients. With easy access to contact information, you can run all kinds of analytic reports.
Maintain Corporate Branding Strategies
In today’s competitive world, businesses have to rely on a strong branding strategy to effectively connect with consumers. For that reason, rely on proper document automation software to apply your current, and marketing approved, branding to every statement you send out.
With a vast dictionary of pre-approved designs in your document automation software, access to accompanying logos is easy.
In addition, upload pre-written legal disclaimers or marketing messages for each client or groups of clients. When you’re printing or e-mailing bank statements, the template design will automatically upload. With the proper document automation software, these messages, and even branding, can be dynamically applied to the template–reducing the number of templates you have to manage.
Your clients will appreciate this added personalized touch. The resulting consumer loyalty, in the long run, is going to be an invaluable asset to your business.