Getting Started

Simple Set-Up Process

Together, we determine the appropriate layout of your statements, whether you want to mirror the paper statements you use today, or look into reformatting the statements for ease of use. Our programmers then create the output template to meet your criteria.

The financial institution sends BIT a test file of the data from your host processor, and we parse that file into a SQL database, so the data can easily be dropped into the output template that has been developed for your financial institution. BIT then provides live samples for your review and approval.

Training and Testing

BIT provides all of the training you need to ensure that your eStatement program administrators are fluent in using the Administrator Platform tools.

Then, BIT works with you to test the eStatement service with your employees, making sure that your team is fully comfortable with the program before launching the service to your account holders.

Promoting the Service

You promote the availability and benefits of eStatements on your website and in your marketing materials. 

BIT delivers the eStatements in Adobe Acrobat© format, so account holders can see their statements in the exact format as the paper statement, if you choose to match the exact format. Since the statements are provided in PDF format, account holders are prompted how to download Adobe Acrobat Reader© (at no charge) if they don’t already have that application on their PC.

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