Credit Union Statement Processing Services

Paper cutouts of people holding hands around money

FSSI’s comprehensive credit union statement processing services empower financial institutions to maximize the ROI, security, and member engagement of monthly credit union statements. Our specialized print and mail outsourcing for credit unions is designed to streamline document delivery, improve regulatory compliance, and reduce operational costs.

Whether your credit union serves local, regional, or national members, FSSI offers tailored print and mail outsourcing solutions that increase the effectiveness and accuracy of statement processing. We use secure, SSAE-18 Type II audited facilities to ensure data protection, while our in-house experts optimize both printed and eStatements for clarity, compliance, and marketing impact.

Why Credit Unions Outsource Print and Mail?

By outsourcing statement processing and member communications to FSSI, credit unions benefit from:

  • Reliable statement printing, mailing, and eStatement solutions
  • Optimized statement layouts and design for increased member retention and trust
  • Custom integrations with major credit union data processors (including Jack Henry)
  • 24/7 document tracking, reporting, and workflow management for complete transparency
  • Regulatory-compliant handling of confidential member data
  • Reduced costs and improved operational efficiency compared to in-house processes

Credit Union Statement Processing Services

FSSI’s print and mail outsourcing for credit unions includes:

  • Secure monthly statement processing and electronic bill presentment
  • Variable data printing and statement marketing tools
  • Compliance letters, tax forms, privacy notices, loan offer letters, and marketing mailers
  • Welcome letters, direct mail campaigns, special fulfillment packages, and digital integration
  • In-house design and development for personalized statement communications
  • Automated member document delivery and multichannel campaigns

About FSSI

For over 45 years, FSSI has supported credit unions with reliable print and mail outsourcing services, focusing on secure, member-centric communications. We specialize in statement processing, eDelivery, personalized marketing mail, and secure document archival, tailored to credit unions. As a secure print and mail company with secure facilities and a strong commitment to data security (SSAE-18 Type II audited), we empower credit unions to build stronger member connections.


Member Document Samples

Take a deeper look at our statement processing and mailing solutions.


What Types of Member Documents Are Produced at FSSI?

Our document mailing solutions were designed with the needs of credit unions and their members in mind. Solutions include the design, production and delivery of both transactional and marketing-related member documents, including:

  • Deposit, draft, savings or combined bank statements
  • Compliance letters and notices
  • Credit card statements
  • Auto loan, line of credit and mortgage statements
  • Annual tax forms
  • Privacy mailings
  • Loan offer letters
  • Welcome letters or packages
  • Special fulfillment packages
  • Direct mail with fully automated digital integration
  • Loan documentation mailings

Navigator Credit Union Case Study

Navigator Credit Union was looking for strategic solutions to redesign statements while ensuring the compliant production and delivery of monthly and quarterly statements, with space that allowed for marketing messages and annual disclosures. The credit union partnered with FSSI to evaluate their member statement strategy and recommend ways to enhance operational efficiency, improve member experience and ease mail reconciliation efforts. Learn more about how Navigator Credit Union improved its member experience.


Integration with Existing Credit Union Data Providers

Jack Henry logo

FSSI’s comprehensive and advanced solutions for credit unions seamlessly blend with all leading credit union data providers and platforms, including Jack Henry & Associates. These integrations help streamline and optimize the process of delivering critical communications and ensuring the efficient and accurate dissemination of information.


Frequently Asked Questions About Credit Union Statement Processing Outsourcing

Choosing to outsource statement processing is a strategic decision for many credit unions seeking to enhance efficiency, ensure regulatory compliance, and streamline communications. With over 45 years of industry experience, FSSI understands the unique challenges credit unions face when it comes to managing and delivering member statements, compliance documents, and marketing communications.

This FAQ provides answers to commonly asked questions about print and mail outsourcing for credit unions. We covercandsbargains@gmail.com how these services work, the benefits of partnering with a dedicated provider, and what to expect from a trusted partner like FSSI. Whether evaluating costs, security, or member engagement, these frequently asked questions can help guide your credit union’s decision-making process.

Credit Union member statements and letters

Full-Service Outsourced Print Solutions for Credit Unions

FSSI combines proven mail-and-marketing know-how with customized application programming to deliver cost-effective document mailing services, stimulate your financial institution’s growth, strengthen relationships, and improve member engagement and retention. Examples include:

Document Design and Production

  • Document redesign and layout composition
  • Full-color digital inkjet printing
  • Inline check images with statements
  • Online links to check image repositories

Mail Handling and Inserting

  • Optimized postage and envelope costs
  • Co-mingling and inline postal sorting
  • Selective insertions based on data-driven variables
  • Return Mail solutions to help manage undeliverable mail

Value-Added Features and Services

  • Personalized, targeted messages and imagery
  • eNotifications (email and text messages)
  • Personalized URLS (PURLs)
  • In-line envelope printing
  • Multichannel direct mail marketing campaigns
  • 24/7 online workflow and job approval dashboard

a list of electronic bill presentment solutions at FSSI

examples of eStatements shown on a tablet and a mobile phone

Outsourced eStatement Processing for Credit Unions

Are you looking to increase eStatement adoption? When customers opt in for eStatements, your financial institution saves money on printing and mailing paper statements.

FSSI’s eStatement processing services help you improve the layout, design and readability of your eStatements and electronic documents. Drive more customers with electronic delivery and enhance the member experience for your existing eStatement customers.

FSSI’s eStatement adoption solutions help credit unions lower document costs while offering secure, user-friendly digital statements. Robust enhancements include:

  • API integrations, SSO portals, and online reporting dashboards
  • Electronic notifications and mobile payment options
  • Personalized layouts and preference management solutions to boost eStatement adoption
  • Dedicated account representative and project manager

Utilize custom electronic presentment services, including eStatements, SMS text messages, and mobile payment integration. We have in-house graphic designers and developers to help optimize and get your communications to the market fast. You can also leverage the power of personalization on both transactional and marketing-related documents.


Regulatory Compliant Data Security and Privacy Practices

Government regulations from the FDIC, the CFPB, and other regulatory bodies governing local and federal credit unions are always changing. We maintain and constantly update our technological and physical security and data privacy practices. Protecting personally identifiable information and sensitive member data is critical to us and the financial institutions we serve.

Our core values include a strong focus on data security, privacy, business continuity, and disaster recovery. FSSI undergoes annual SOC 2 audits and maintains HIPAA compliance in our facilities, with rigorous security practices that exceed industry standards, including:

  • Building security
  • User/server-level security
  • Secure data standards
  • Secure data archival options
  • Document security
  • Employee training

Direct Mail Marketing Services for Credit Unions

examples of multichannel direct mail

Direct mail marketing remains one of the most effective marketing channels for credit unions, enabling them to connect with prospects on a more personal level. As consumers, we are so inundated with emails and display ads. Direct mail fills the gap between the digital and physical advertising channels.

Enhance member relationships with data-driven direct mail and multichannel campaigns. FSSI’s full-service marketing mail solutions ensure personalized outreach, measurable ROI, and seamless digital integration with credit union platforms.

Credit Union Direct Mail Services Include:

  • Postcards
  • Letters
  • Variable data printing
  • Mailing lists
  • Online re-targeting and digital marketing automation
  • Online dashboard for campaign tracking and analytics

We offer a data-driven, end-to-end multichannel direct marketing solution. Your credit union’s direct mail campaign works in tandem with robust digital marketing for stellar results. With the right promotional activities in place to extend the reach of your credit union marketing efforts, including full attribution in an online dashboard for visibility and tracking.

If you are looking to learn more about our advanced direct mail marketing campaigns, visit our Direct Mail and Marketing Services Division, Splash.

FSSI splash logo

No-Obligation Statement Processing and Mailing Consultation

Discover how FSSI’s secure print and mail outsourcing for credit unions can transform your member statement processing services. Contact us or call 714.436.3300 to schedule a complimentary demo and assessment of your credit union document workflows.

We can even help you reach specific members with impactful member documents that generate action and ROI. Let us help your credit union securely process:

  • Member statements
  • Marketing communications
  • Tax forms
  • eStatements
  • Monthly newsletters
  • Multichannel direct mail campaigns
  • And more!