Automated delivery of account statements to customers. This guide covers statement scheduling configuration, email template customization, multi-channel delivery (email, whatsapp), and more.
Statement scheduling configuration
The statement scheduling configuration process in Predictiv is straightforward and well-documented. Navigate to the appropriate configuration window through the main menu and follow the guided setup process. The system provides validation at each step to ensure your configuration is correct.
Email template customization
Predictiv leverages advanced machine learning algorithms for email template customization. The system continuously learns from your data to improve accuracy and provide actionable insights that drive better decision-making.
Multi-channel delivery (email, WhatsApp)
Predictiv leverages advanced machine learning algorithms for multi-channel delivery (email, whatsapp). The system continuously learns from your data to improve accuracy and provide actionable insights that drive better decision-making.
Customer portal integration
Predictiv provides robust integration capabilities through its REST API and built-in connectors. The customer portal integration supports both real-time and batch processing modes, allowing you to choose the approach that best fits your operational requirements.
Aging report automation
Predictiv's analytics capabilities provide real-time visibility into aging report automation. Interactive dashboards allow users to drill down into details, while scheduled reports ensure stakeholders receive the information they need without manual intervention.
Getting Started
To implement scheduled customer statements in your Predictiv environment:
1. Assess your current state - Review existing processes and identify improvement opportunities
2. Configure the module - Work with your implementation team to set up the required components
3. Train your team - Ensure users understand the new capabilities and workflows
4. Monitor and optimize - Track key metrics and continuously improve
Related Resources
For more information on related topics, explore our other guides in this collection.
Need Help?
Our team of experts is available to help you get the most out of Predictiv. Contact us to discuss your specific requirements and how we can help you achieve your goals.