Credit Union Statements
Credit Union Statements
Member statements delivered accurately, clearly, and on time; in print or electronic format.
Statements Designed for Members
Statements are one of your most frequent member touchpoints. XDI helps credit unions deliver statements that are easy to read, consistent, and aligned with your member expectations.
- Clear layouts that improve readability
- Consistent formatting across print and electronic delivery
- Support for ongoing core updates without disrupting production
Engineered for Efficiency and Cost Control
Behind every statement is a complex production process. XDI focuses on reducing unnecessary materials and costs while maintaining accuracy.
- Page-count reduction strategies
- Optimized layouts that lower printing and postage costs
- Targeted inserts and messaging
Print and eStatements, Delivered Together
Members expect flexibility without confusion.
- Print statements and eStatements processed on the same schedule
- Electronic Statements are presented same-day, without the wait time of mail delivery
- Identical content across formats for consistency
- Centralized Electronic presentment of Statements and Daily Notices simplifies Credit Union document management
Built for Credit Union Volumes and Timelines
XDI has decades of experience serving credit unions, and our statement processes are designed to leverage that expertise to provide a service tailored to fit your needs.
- Handles high-volume monthly statement cycles
- Designed for tight processing and delivery windows
- Reliable production schedules during peak periods
Service, functionality, efficiency, relationship, responsiveness, XDI nails it.
Tanya Holland, Park View Credit Union
FAQ
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When are statements delivered to members?
Statements are delivered according to your credit union’s established production schedule, with print and electronic versions aligned for consistency.
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Can members choose print or electronic statement delivery?
Yes. Members can select paper or electronic delivery based on your credit union’s available preferences and enrollment options.
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Do eStatements match printed statements?
Yes. Electronic statements can mirror printed statements so members receive a consistent experience across delivery channels. Electronic statements offer full color capabilities.
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Can statement formats be updated over time?
Yes. Statement designs, layouts, and messaging can be updated as needed, without disrupting ongoing production.
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How are statements handled during high-volume cycles?
XDI’s processes are built to support recurring high-volume statement production while maintaining accuracy and delivery timing.
Talk with a credit union documEnt specialist
Whether you’re evaluating statement delivery, notices, or electronic documents,
XDI can help you find a solution that fits your operations.