Electronic Documents
Electronic Documents for Credit Unions
eStatements and eNotices delivered securely, on time, and in sync with print; without complicating your operations.
Member-Centric Electronic Delivery
Electronic documents provide members with flexibility without compromising clarity or access.
- Email and text notifications when documents are available
- Mobile-friendly access through online and mobile banking
- Simple enrollment and delivery preference management
- Clear, readable formats aligned with printed documents
Timing and Consistency – Aligned with Your Statement and Notice Cycles
Electronic delivery works best when it mirrors established production workflows.
- Electronic Statements and Notices processed alongside printed documents
- Electronic documents presented same-day, and printed documents targeted for same-day mailing
- Consistent member experience across formats
Built for Credit Union Systems
XDI’s Electronic Document Presentment is designed from the ground up to meet the needs of our Credit Union clients, and it continues to evolve as those needs change over time.
- Supports a wide range of credit union core systems
- Fits into existing data and production workflows
- Scales with membership growth
- Helps simplify ongoing document delivery operations
Security, Access & Control
Electronic documents require the same rigorous security controls as printed communications.
- Secure document access and storage
- Controlled retention policies
- Member privacy protected throughout the process
- Reliable access for both members and staff
Staff is easy to work with, just like the customer portal!
James Aldridge, Andrews Federal Credit Union
FAQ
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When are eStatements available to members?
Electronic documents are typically available on the same day that statement processing is completed.
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How long can members access their electronic documents?
Retention periods can be configured by the credit union to support both operational needs and member expectations.
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Can members switch back to paper delivery?
Yes. Delivery preferences can be adjusted according to credit union policy without interrupting normal production workflows.
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.