Make Any Call to Action Prominent
Within individual statements, you may have calls to action. Your objective is to prompt the customer to do something. It could be related to upselling or cross-selling. The call to action could also relate to steps someone needs to take regarding their account that’s urgent.
Get the Flow Right
When creating a bank statement, consider the flow of information. What makes sense to present to the recipient at the top, middle, and end? Keep in mind that most people are going to scan it, not read it from end to end. The best way to do this is by:
- Developing a statement hierarchy.
- Employing layout to guide eyes, such as a grid.
- Uncluttering statements (remember the white space!).
- Leveraging color and contrast to differentiate between sets of information (i.e., debits, credits, fees).
The words and tone of a bank statement should be consistent with the rest of your content. However, don’t think of this as simply transactional. Choose language that’s easy to understand, including short words, bulleted lists, and free of jargon. You don’t want to turn customers off by being too sophisticated or dry.
Ensure It’s Legible for All
When your customers open their statements, you want them to be highly readable. You’ve got many more options for layout, but you want it to be clear, not overwhelming. Pay attention to the size of the font and its legibility. Avoid using more than two fonts, and break up large blocks of text into bullets or smaller paragraphs.
Personalize Messaging on Bank Statements
The last recommendation for creating bank statements is the ability to personalize them. When you work with a print and mail company that uses advanced equipment and technology, this is possible. Dynamic printing enables you to segment your customers and promote things to them that are the most relevant. When it’s on the statement, people are more likely to view it versus an insert. It also demonstrates that you know their account and what needs they may have.
You can track responses to these communications with unique URLs, emails, or phone numbers. Adding a QR code to drive people to the specific URL is another great idea and requires little effort by customers.
Ready to Refresh Your Bank Statements?
If your bank statements are in need of a makeover, you can consult with our team of experts to
learn about our design services. Outsourcing bank statements with PCI Group can elevate your operations, too. You’ll enjoy 99.9999% accuracy, reduced costs, enhanced compliance, and real-time tracking of all your jobs.
Learn more about our print and mail solutions for banks and credit unions.