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Apr 9 2009, 06:33 PM
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#1
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Registered User Group: Registered Posts: 4 Joined: 7-August 07 Member No.: 21,226 |
Does anyone know of a comparable statement from another provider?
tx bill |
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Apr 13 2009, 08:39 AM
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#2
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Bounty Hunter Group: Sitewide Moderator Posts: 181 Joined: 1-December 98 From: Kamino Member No.: 506 |
Does anyone know of a comparable statement from another provider? tx bill Sungard use to have an Output Solutions division that had a decent looking statement for Relius users. There was also a company in the Minneapolis area (SCI or something like that...I tried Googling, but couldn't find it) that had something simlar to Newkirk. It has been several years since I've paid attention to this, so I'm not sure either of these even exist anymore. You could also write your own. This post has been edited by Fredman: Apr 13 2009, 08:40 AM |
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Apr 17 2009, 01:28 PM
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#3
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Registered User Group: Registered Posts: 23 Joined: 12-September 02 Member No.: 10,389 |
Are you looking for a comparable statement or the service? We've been successful in creating our own statement and creating pdf files. These are then outsourced for printing and mailing.
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Apr 17 2009, 02:58 PM
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#4
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Registered User Group: Registered Posts: 214 Joined: 3-December 99 From: Birmingham, AL Member No.: 3,137 |
Are you looking for a comparable statement or the service? We've been successful in creating our own statement and creating pdf files. These are then outsourced for printing and mailing. We do the same. Although I'm sure ours are much lower quality than Ms. Phillips'. |
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Apr 27 2009, 11:58 AM
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#5
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Registered User Group: Registered Posts: 23 Joined: 12-September 02 Member No.: 10,389 |
aah...flattery will get you everywhere!
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Jul 22 2009, 11:47 AM
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#6
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Registered User Group: Registered Posts: 24 Joined: 23-December 06 Member No.: 17,816 |
Who do you use to outsource the printing and mailing? How do you make sure that every statement has exactly the same number of pages? If someone has more holdings/activity, doesn't that mess up the printing?
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Jul 22 2009, 12:36 PM
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#7
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Registered User Group: Registered Posts: 155 Joined: 5-December 01 Member No.: 8,527 |
As an option, If you work with the vendor, they'll help you set up reference marks in the margins that will tell the folder/stuffers how many pages for this participatnt's statement.
Requires a bit more versatile reporting tool than a simple "convert to pdf" application. Most vendors will point you to a reporting package that is compatible with thier print/mail faciliaty. word of caution, to make it economical, statement volumes need to be fairly high. |
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Jul 22 2009, 12:50 PM
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#8
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Registered User Group: Registered Posts: 23 Joined: 12-September 02 Member No.: 10,389 |
Because we generated the statements in-house, we have the ability to verify the page count and other items before we send it. We use a local vendor. I'd be happy to talk about our process if you are interested. Contact me at sonia.phillips@aghlc.com.
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