Missed Marketing Opportunities 

We all know marketing communications are going digital. In the rush to embrace new technology, marketers have ignored other, more traditional means of reaching audiences. Transactional documents are one of those channels marketers often overlook. These are important touch points and not leveraging their potential is a missed opportunity.  Thankfully, that’s changing. In recent years […]

Managing Data and Physical Security

Data security for organizations that handle sensitive information for their clients is extremely important. Reports of privacy violations resulting from misuse of data, unauthorized employee access, and loss or theft of devices containing unencrypted data can cause big problems and public embarrassment.  Data protection safeguards can be separated into three categories: administrative, technical, and physical.  […]

The Pitfalls of Pricing Comparisons

Companies attempting to compare pricing from competing outsource document service companies have a difficult task. Each vendor may offer a different menu of services and price schedule. Invoice line item evaluation can be time consuming and confusing.    Outsource companies bundle services differently. Some companies quote a single price for printing and inserting a document. Other […]

Omni-Channel Communication Access-A Paradigm Shift


Financial institutions (FI’s) typically generate lots of documents they send to their customers. FI’s send statements, bills, privacy policy notices, account feature updates, marketing materials, tax forms, and more. To customers, these communications seem to come from the same place. They all feature the FI’s logo and corporate colors and they reference the customers’ accounts […]

Integrated Customer Experience a Challenge for Financial Institutions-

Customer Document Outsourcing

Many financial institutions struggle to integrate customer-facing applications. Program administration often resides in separate business units with little synchronization between them. Coordinated customer experience (CX) is difficult to achieve when the applications are running under separate software and accessing independent databases.  This situation came about as financial institutions (FI’s) scurried to meet rapid implementation targets […]

Harness the Power of Dynamic Marketing in an Automated World 

Marketing without targeting is not a winning strategy. Most of us are bombarded with hundreds of messages a day that aren’t relevant or valuable, so we delete, toss, and tune out. Marketing wins are based on data analytics. Data allows you to hit the right note with your intended audiences.  Remember generic bill stuffers for […]

5 Things Executives Should Know About Their Customer Documents


The invoices, notices, statements and other customer documents and communications your organization sends out daily represent not only a substantial allocation of funds, but a key vehicle for communicating with your customers, and thus one of the most critical components of your business. These documents should not be overlooked as a simple operational formality. There […]

Are Your ePresentment Services Giving Your Customers Everything They Need?


The benefits of digital delivery of business-critical documents are well known for both businesses and their customers. Electronic presentment (ePresentment) of statements and documents is cost-saving, eco-friendly, and easily accessed by customers in a place where they tend to spend a lot of time these days: their mobile devices. Today, there are many common practices […]

How to Win Loyalty with Millennials and Gen Z

How to Win Loyalty with Millennials

Financial institutions (FI’s) may find it challenging to attract and retain millennial customers. This group views their relationships with FI’s much differently than earlier generations. The methods FI’s have traditionally relied upon may not be effective with this demographic age group, now the largest segment of the population, bypassing the baby boomers. Financial institutions that […]