Advantage Direct

Streamlined Communications at Your Fingertips

 

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Communication is paramount throughout the life of your account relationships - let us manage and streamline all of your communications

Seamless, strategic account holder communications delivered with precision

For over 40 years, ADVANTAGE has empowered community banks and credit unions to drive consumer engagement, increase profitability, and achieve sustainable growth. 

Advantage Direct ensures timely and compliant communications without overwhelming your support staff

  • Build stronger customer relationships with timely, clear communications
  • Reduce customer service strain with throttled delivery
  • Save valuable time and resources by outsourcing your account holder communications
About ADVANTAGE
3000+
consulting engagements across all 50 states
22M
consumers served
16
State and regional association endorsements

What we offer

Effortless Communication

Deliver daily collection notices, yearly compliance mailings, and customer notifications with just a few clicks. Our platform automates the process, giving you more time to focus on what truly matters—serving your account holders.

 

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Customizable & On-Demand

Tailor messages to your bank or credit union’s specific needs, and send notifications instantly. Whether it’s an email, letter, or compliance mailing, Advantage Direct ensures you stay in control.

 

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Throttled Delivery

We understand that sending too many communications at once can overwhelm your support team. Advantage Direct features throttled "drip campaigns," ensuring a steady flow of communications that prevents spikes in customer inquiries and keeps your support teams stress-free.

 

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Compliance-Ready

Stay on top of regulatory requirements with ease. Advantage Direct sends yearly compliance mailings, ensuring you stay compliant with no extra work on your part.

 

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Comprehensive pro forma

Custom Campaigns Designed to Drive Results
  • Leverage AI-driven creative development and advanced graphic design to craft compelling marketing assets

  • Implement expertly tailored campaigns that maximize the impact of every marketing dollar

  • Employ proven marketing methodologies to ensure your campaigns achieve measurable, high-yield ROI

Scalable for Growth

Whether you're a small community bank or a large credit union, Advantage Direct grows with you. Easily scale your communications as your account holder base expands.
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Why Choose ADVANTAGE?

Improve Operational Efficiency
Automating your overdraft communications with Advantage Direct significantly boosts operational efficiency. With fewer manual tasks and automated delivery, your team can focus on more strategic tasks that directly impact customer satisfaction and business growth. The time saved on daily notices and compliance tasks translates into improved productivity and better resource allocation.

Reduce Customer Service Strain
Customer support teams often face increased pressure when overdraft notices are sent out in bulk. Advantage Direct solves this problem by implementing throttled delivery, which spreads communications over time and reduces the chance of overwhelming your support team. This ensures that inquiries are manageable, leading to fewer stressors and more consistent, high-quality customer service.

Ensure Compliance with Minimal Effort
Staying compliant with regulations has never been easier. Advantage Direct automatically handles compliance mailings and email notifications, taking the burden off your staff. You can rest assured that your institution is following the required guidelines without having to track, manage, or execute these tasks manually.

Build Stronger Customer Relationships
Timely, clear, and consistent communication fosters trust between your institution and account holders. Advantage Direct allows you to stay in constant contact with your customers regarding their overdraft status, building a relationship based on transparency and reliability. Customers will appreciate the proactive approach, helping to increase satisfaction and loyalty.

Save Time and Resources
By automating your overdraft communications, Advantage Direct helps your institution save valuable time and resources. Instead of manually preparing and sending notices, you can rely on the system to handle routine tasks. This results in cost savings, a reduction in errors, and improved overall efficiency across your organization.

The Plan

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Key Features

Achieve greater savings, favorable terms, and incentives for your financial institution than you ever thought possible, all while nurturing respectful and positive relationships with your vendors.

Daily Letters and Emails

Advantage Direct automates the process of sending daily notices to account holders. Whether through email or direct mail, you can effortlessly notify account holders, reducing manual work and ensuring timely reminders. This feature helps your financial institution stay on top of communications, ensuring your customers are always informed.

Yearly Compliance Mailings and Emails

Maintaining compliance with regulatory requirements is a must, and Advantage Direct takes the stress out of it. Our software platform automatically sends yearly compliance mailings and emails to account holders who are opted into overdraft protection, ensuring you meet all legal obligations without lifting a finger. Stay compliant and focus on growing your business with one less thing to worry about.

Throttled Delivery

One of the biggest challenges in managing communications is preventing too many notices from overwhelming your customer support team. Advantage Direct addresses this with its throttled delivery feature, which ensures that communications are sent out in a controlled, "drip campaign" fashion. This minimizes spikes in customer service requests and keeps your support teams focused and efficient.

On-Demand Service for Instant Notifications

Advantage Direct allows you to send notifications instantly whenever necessary. Whether it’s an urgent overdraft alert or a customer service update, our on-demand service makes it easy for your team to stay connected with account holders in real time. This feature gives you flexibility and control, enabling you to respond quickly to customers’ needs.

Simple, User-Friendly Interface

With Advantage Direct, managing your communications is as easy as a few clicks. The intuitive interface allows you to customize, schedule, and send emails and mailings with ease. No technical expertise is required—just straightforward, hassle-free management to keep your communications running smoothly.

PEOPLE LIKE WORKING WITH US

Trusted By The Best

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Video: How we get results

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Break Free from Legacy Systems

Blog Post: Break Free from Legacy Systems and Upgrade Your Core

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Select the Right Core Processor 

Blog Post: How to Select the Right Core Processor 

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White Paper: Three Reasons to Give Your Contracts a Closer Look

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