Financial Services · Servicing

Statement / Tax Document Delivery Confirmation

Confirm customers actually received and can access required statements and tax documents.

Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup
SMS Gateway Fallback text messages for reminders and links. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Confirms delivery (electronic or mail) of required periodic statements and annual tax documents, via the delivery system's logs.
  2. Sends follow-up to customers who haven't accessed an electronically delivered document within a set period.
  3. Resolves access issues (portal login problems, bounced email) directly where possible.
  4. Escalates any required document unable to be confirmed delivered within the regulatory deadline to compliance.

Data sources

Document delivery system access/bounce logs Regulatory delivery deadlines

What it targets

  • Required documents confirmed delivered/accessed by deadline Target 97%