Are you ready to join the paperless movement? Many financial institutions and their customers have, and they’re already reaping the benefits. Yet, financial institutions like yours may still be facing one major challenge—customer and member adoption. Learn the top five best practices for weaning your customers off paper and increasing electronic document delivery. It’s time to get more with less. Join the paperless movement today.

1. 1© Copyright 2015. Computer Services, Inc.

2. The number one challenge for financial
institutions trying to go paperless is
getting their customers or members to
adopt electronic statements and notices.
© Copyright 2015. Computer Services, Inc.

3. 3© Copyright 2015. Computer Services, Inc.
Why customers/members choose paper?
I want the paper version for my records 47%
I am used to paper and have no reason to change 29%
26%My provider does not require me to switch
23%I am afraid I would forget to pay a bill
19%I am afraid I would lose data if my PC crashed
15%I don’t see the benefits of eStatements
10%My financial provider has not asked me to switch
9%I have not gotten around to changing

4. 4© Copyright 2015. Computer Services, Inc.

5. 5© Copyright 2015. Computer Services, Inc. 5© Copyright 2014. Computer Services, Inc.
What can joining the paperless movement do for you?
Cost
Savings
&
Higher
Profitability
Increase
Customer
Satisfaction
Through
Omni-Channel
Experience
Higher
Security
& Less
Vulnerable
To Data
Breaches
Reduce
Carbon
Footprint
Increasing
Customer or
Member
Electronic
Statements
& Notices
Adoption

6. 6© Copyright 2015. Computer Services, Inc.
STEPS TO JOINING THE PAPERLESS MOVEMENT
Visit csiweb.com/GoPaperless
Watch the video
Learn the top 5 ways to increase eDelivery adoption among your customers/members
Download your free eDelivery adoption guide
Follow our tips and tricks to help you further boost your eDelivery adoption
Implement what you’ve learned
Start reaping the benefits of going paperless
01
02
03
04

7. 7© Copyright 2015. Computer Services, Inc. 7© Copyright 2015. Computer Services, Inc.
Watch a short video on the TOP 5 BEST PRACTICES
for weaning your customers off paper and get your
free eDelivery adoption tips & tricks guide.
Visit www.csiweb.com/GoPaperless now!