Financial Services Letter

fs100   Thank you for Opening New Retail Account   – This warm, yet professional one-page letter welcomes a new customer to a bank or other financial services organization. It stresses a commitment to service, a focus on meeting life objectives and promises to keep the retail customer abreast of new product, service or program opportunities that may arise.

$19.99

fs200  Providing Information Requested by Customer – This letter can be used to respond to a customer query regarding a particular product or service. It can be easily customized by adding a sentence or two about the product/service and/or enclosing a related brochure. Reinforcing the high quality of services your organization provides, the closing urges the customer to contact you but reminds him or her that you will follow up in order to facilitate taking the next steps.

$19.99

 

fs500  Introduction to Trust Services – This one-page letter is ideal for prodding customers into meeting with a Trust Officer. It refers to the impact market volatility can have on lifestyle and retirement planning and emphasizes the experience and expertise your institution possesses in this area. Minimal customization is needed to use this letter at once.

$29.99

 

lc-1000 Response to Customer Complaint– Use this letter to respond courteously and professionally to virtually any customer complaint, whether regarding a product or service problem. Its warm, yet business-like tone makes clear your commitment to customer satisfaction by letting your customer know you are concerned about the situation, that you will examine the issue, solve the problem, if warranted, and investigate ways to avoid similar problems in the future. It does not commit you to specific action, although you can easily add such language to the body of the letter.

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Return Policy
Please notify us should you inadvertently receive more than one copy of the same letter in a single order; we will refund the cost of the duplicate letter to your credit card account. We regret that we are unable to offer refunds for any other reason.