Consolidated Billing

Success Story

Challenge:

The Bank needed to provide its customers with a single statement for all their bank accounts and financial products, capturing their net worth while promoting other bank products and services.

A DataKinetics’ customer for over 12 years, the Bank was providing its customers with a separate monthly statement for each account they held. Historically, new accounts and financial services were created by separate groups, each with their own databases and application codes. The result was that the Bank provided a separate statement for each product.