If you want to grab their attention with personalized messages via dynamic printing, color is a good approach.
Some basic guidelines around color include:
- Stick to your brand colors.
- Use full-color logos.
- Highlight important messaging with a color that catches the eye.
- Break up parts of the statement with color to designate different content.
Personalize the Experience with Dynamic Messaging
Dynamic messaging is the most significant optimization aspect on statements. You no longer have to provide the same content to each customer. That’s because of the advanced technology currently available and the process called a white paper factory. White paper goes in, and each statement is printed based on the variable data in the file.
You can personalize so many things:
- Cross-sell products the customer doesn’t currently use.
- Create specific messages regarding their region if applicable.
- Advertise specific promotions based on preferences.
- Highlight local events your organization is hosting.
Modernize Your Statements
Adding color and dynamic messaging will still fall flat on engagement if your layout and design are dated. What typically makes statements appear old-school are things like:
- Font choice and size.
- Spacing in general or too little white space.
- Low-resolution details.
Additionally, your statements should be consistent with your brand. If you rebranded with new colors, updated your logo, or anything else, you should update your communications, as well.
Make Payment Information Easy to Find
Delivering a better financial statement could also result in more on-time payments. Consumers often find what they receive to be confusing. They also may be unaware of all the different ways to pay.
In your design, this information should be primary and could include elements like scannable QR codes. These could provide users the ability to land on a page that allows them to pay online securely.
You can also use cash barcodes. These are very popular for cash payers. They simply go to a retailer that takes payments, such as drug and convenience stores, and scan the barcode. They then complete the transaction with cash. Digital wallet integrations are another option, as consumers appreciate the convenience without having to download another app.
Better Design, Better Technology, Better Engagement
If you want to reach greater engagement with your customers, your financial statements may need a redesign. When you have a more optimized design, you can expect more interaction. However, you’ll need the right partner to streamline efforts and have the technology to scale this operation.