Case Study: Australian Ethical transforms statements with Airdocs

Australian Ethical - Customer Case Study

Australian Ethical, a leading ethical investment manager, needed to overhaul its superannuation statements to better reflect its brand and provide clients with greater transparency into how their investments make a difference. They partnered with Airdocs and its Clever Correspondence platform to design and build a new, highly visual statement template that could render customized impact information for each client.

Airdocs successfully implemented the solution, efficiently handling legal requirements and disclaimers. The result was a new statement that received overwhelmingly positive feedback from clients, with one noting it was "1000 times better." The project empowered Australian Ethical to clearly show clients how their money matters, deepening client engagement and satisfaction.

Australian Ethical

Sandip Pinnawalage

Head of Product