Principal Financial 401(k) Statement
Group 1’s DOC1 solution helped Principal Financial Group turn account statements into loyalty-building tools for more than 11 million 401(k) customers. Group 1 and Information Design Associates teamed to create a more attractive, customer-focused statement that also accommodates dynamic marketing messages and co-branding. The new full color statement application was created in a fraction of the time previous methods took. DOC1 composes millions of statements in PostScript for print and native PDF for archive and reprint purposes. DOC1 handles complex page imposition for booklets, and DOC1-generated barcodes automate shop floor functions and tracking. Customer care staff can view electronic versions of statements that exactly match printed versions of customer documents.
Document Viewer Help
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Zooming and Panning
Select a zoom level by clicking one of the top buttons labeled "Full Page", "Page Width" or "Detail Zoom." The "Page Width" and "Detail Zoom" options allow the sample document to be panned, enabling a closer view of specific areas you may be interested in.
Interactive Call Outs
Important areas on the sample documents are identified with a colored border. Clicking this rectangle shows the description of this area in the call out description area to the right. You may also click the title of the call out in the call out description area do itentify that section on the document. The page will move to show this location in the "Page Width" and "Detail Zoom" view settings.
- Colorful Graphs Aid Comprehension
- Automatically generated colorful graphics help customers understand complex financial information at a glance.
- Dynamic Logos and Address Blocks
- Logos and return address blocks are switched dynamically to accommodate co-branding.
- Transpromo Marketing Messages
- Marketing messages embedded within the statement educate and inform so clients can make sound investment decisions.
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- Company:
- The Principal Financial Group
- Type:
- Statement
- Industry:
- Financial Services
- Tags:
- bill
- color
- invoice
- redesign
- transpromo