The Annual Activity Summary provides your cardholders with an itemized year-end list of all the transactions on their account in functional categories, such as merchandise/retail purchases, travel/lodging expenses, groceries, ticket/events, gas/automotive, and restaurants. This money management tool aids your members in budgeting household expenses, identifying business expenditures, and preparing for taxes.
Our Annual Activity Summary Solution offers these key features and benefits:
- Provides cardholders with a helpful, easy-to-use money management tool
- Eliminates the need for cardholders to keep individual receipts
- Provides answers to cardholders’ year-end questions, which may reduce the number of calls your service representatives receive
- Itemizes all transactions for the previous year within each category allowing for quick, easy member reference
Credit unions will receive all members’ account summaries via RowNet. Summaries can be generic or can display your credit union’s logo. Enhance loyalty and satisfaction by giving your members a convenient, comprehensive summary of card usage for the previous year.