Credit Unions

 

Credit Unions

Credit Union Outsourcing

Credit Union Outsourcing: Print, Mail, e-Presentment, Marketing Services

Learn More! Visit our Credit Union FAQ Page

FSSI’s Print Management Solution for credit unions provides full-service personalized print-mail and document management services. Our printing solutions are easily scalable for credit unions of any size. Our credit union outsourcing services include statement printing, inserting, mailing, e-document, e-delivery. In addition, we have in-house design services, in-house programming, and mobile-optimized electronic presentment. Our ePresentment services also include SMS text messages. Credit union outsourcing, especially print outsourcing can help your institution reduce costs, grow deposits, redesign member statements and documents to increase engagement and improve member retention rates. Our full suite of managed print-mail services includes the design, data processing, formatting, production and delivery of all member communications.

Transform an ordinary statement into an extraordinary promotional tool. We not only handle all of your printed documents, but we also have integrated multichannel communication built-in. An all-inclusive print solution that includes e-statements, SMS text notifications, SMS document delivery, and email.

We also host a process all of your data, documents and templates in-house. We understand that handling marketing, print production, and mailing in-house can take away resources from your institution. That’s why we’ve also integrated marketing services into our print management solution. We have both an in-house design and development team to offer a powerful set of document management, redesign, online workflow approvals, tracking, and template management tools.

Credit Union Printing, Mailing Services and Document Management

A well-designed credit union statement can increase the value of each member communication touch point. Good document design practices can stretch your marketing budget further. Add a personalized touch using cutting-edge variable data printing technology. Let us show you how to speak to each member in the ways that are highly targeted to their interests. Through attention-getting spot color, eye-catching graphics, and personalized targeted messaging, we create an inviting easy to read printed or electronic document that builds member trust by speaking to their unique informational needs and interests.

Our full-service print management services include the design, production, real-time production tracking and on-time delivery of regulatory compliant documents:

  • Deposit, draft, savings or combined statements
  • Compliance letters and notices (USPS, FedEx, UPS and/or eDelivery)
  • Credit card statements
  • Member year-end tax forms
  • e-Statements, Paperless Billing, SMS text message banking
  • Loan documents
  • Privacy mailings
  • Welcome packages, newsletters
  • Personalized marketing mailers with PURLS, inserts, and target emails
  • Certified Mail Documents

Credit Union Statement Printing and Mailing Outsourcing

FSSI combines proven mailing and personalized marketing know-how with customized application programming. As a result, we are able to deliver cost-effective print outsourcing services for credit unions. Outsourcing your statement processing and mailing can stimulate growth and strengthen member relationships. Examples include:

Benefits of Outsourcing Printing and Mail for Credit Unions

  • Reduced costs in equipment costs, postage, space savings, and costly investments in new technology
  • Increase the efficiency of your member communications.
  • Reduce compliance risk, let an outsourcing company invest in security technology.
  • Take better advantage of credit union marketing opportunities, with variable information printing and marketing personalization.
  • In-House redesign services help you add additional value to your statements, bills, and other member communications.

Document Design and Production

  • Document message management for marketing and educational campaigns
  • Member Document design best practices, including whitespace management
  • Highlight color and full-color digital printing
  • Check images printed inline and mailed with statements
  • Online links to check-image repositories
  • Custom deposit slip integrated with the statement
  • eStatement presentment and electronic document delivery
  • Mobile integrations including SMS text messages, SMS marketing tools and Pay Via Text
  • Credit Union Marketing Services and Member Services CRM Tools

Mail Handling and Postage Optimizations

  • Householding of statements to reduce postage and envelope costs
  • Co-mingling and inline postal sorting to maximize postage savings
  • Real-time print management workflow control and job tracking every step of the production and mailing process.
  • Variable data printing capabilities and selective insertions based on data-driven variables such as zip code, account type and balance

Full-Service Print Solution for Credit Unions

FSSI offers several proprietary web-based tools and solutions aimed at maximizing efficiency, cost-savings and compliance:

MarketAdvantage: For member marketing, this digital color and message personalization suite helps increase retention, loyalty and lifetime value by nurturing connections throughout the member lifecycle, across multiple channels, including mobile.

workStreamOne™: online job tracking and compliance reporting that provides online access to job status, inventory monitoring, detailed production reporting and PDF proofing.

letterStreamOne™: Online letter template tool that helps you manage member notices. Make changes to marketing letters and other time-critical correspondence in real-time.

eStreamOne™: Electronic statement processing and eDocument delivery in PDF format with a secure link to your Credit Union’s home-banking website or member service access, plus custom email notifications, with targeted marketing messages and graphics

dataStreamOne™: Customizable data formatting solution for producing Credit Union statements. Add personalization with our variable data printing options. We process from virtually any core system or data input utilizing industry-standard software and infrastructure

Tax Form Processing: With fast online reviews and approval, FSSI accommodates all variations of common Credit Union tax forms. We output 1099, 1098, 5498, and W-2, with accuracy, compliance and on-time USPS delivery fully guaranteed

Secure Credit Union Member Statement Processing

FSSI processes, finishes and tracks mailpieces onsite in a strictly controlled, certified secure environment. This ensures maximum data quality and timely deliveries. You’ll see the same print output regardless of quantity. We have successfully passed the SSAE 18 audits including SOC 1, SOC 2, SOC 3. We’ve also simplified onboarding and can integrate with most credit union data providers including Symitar. Looking for multi-channel statement presentment? Contact us to discuss how we can put mobile presentment to work for your credit union.

SMS Text Messaging Services for Credit Unions

Coming up with a successful credit union marketing plan can be a big endeavor.  Omnichannel, also known as multi-channel marketing is one of the most impactful ways to interact with your members. No matter how you choose to market your credit union, having a cross channel strategy should be important to you. Adding text message services for your credit union, you will be reaching members on their most preferred communication channel.

With SMS Text Messaging services from FSSI, you can send a variety of text banking notifications. Send out automated text messages like document availability notifications, past due reminders, and disclosure documents. You can also send out a variety of marketing messages like promotional offers, cross-sells, and drip texting campaigns. Two-Way texting is also available which revolutionizes the customer service experience.  Members can interact with customer service representatives, or view documents quickly and easily via text message. Cross-channel communication is the most effective credit union marketing strategy. Schedule a demo to see for yourself.

Eco-Friendly Credit Union Statement Processing

FSSI a leading managed print services provider for credit unions and community banks. We provide secure print outsourcing services including statement processing, mailing and e-statement services, FSSI takes its environmental responsibilities seriously. As a result, we’ve earned the Forest Stewardship Council’s® coveted Chain of Custody Certification. Learn more about our corporate sustainability practices.

No-Obligation Document Outsourcing Consultation

Growth, member retention and marketing go hand in hand and can all benefit from a customized print-mail services solution. Contact a Credit Union Outsourcing Specialist today for a no-obligation consultation.