Credit Unions

 

Local and Federal Credit Unions

Outsourcing for Credit Unions

Print and Mail Services for Credit Unions: Print, Mail, ePresentment

Learn More! Visit our Credit Union FAQ

FSSI’s print solution for credit unions is a full-service statement processing platform. Our services are customizable and scalable but can include personalized print, mail, design, post-processing including eStatements, eDelivery, eNotifications, and SMS. Not to mention our in-house design and developers that can help get you to market faster. Your credit union can take advantage of as little or as many of our services that you require.

Credit union outsourcing, especially when it comes to print and mail 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 and mail services includes data processing, statement composition, production, and delivery of all member communications.

Increase the Value of Each Member Document

Transform an ordinary member document 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 printing and mailing solution that includes multichannel presentment including SMS text notifications, statement delivery via SMS, and email.

We also host and process all of your data, documents, and templates in-house. We understand that handling print and mail production along with marketing in-house can take away resources from your institution. That’s why we’ve also integrated marketing into our statement processing services. We also have both an in-house design and development team to offer a powerful set of document management, statement composition best practices, online workflow approvals, tracking, and template management tools. We’ve worked with both local community banks, federal credit unions, and other financial institutions.

Statement Design for Credit Unions

A well-designed credit union statement can increase the value of each member communication touchpoint. Good statement design practices can stretch your marketing budget further. Add a personalized touch to transactional customer documents 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 solution was designed with the specific needs of credit unions and local banks in mind. Services include the data processing, electronic imaging, composition, production and mail inserting. All of this can be tracked online 24/7 on our online reporting dashboard. Real-time production tracking and on-time delivery of regulatory compliant documents like:

  • Deposit, draft, savings or combined statements
  • Compliance letters and notices (USPS, FedEx, UPS and/or eDelivery)
  • Credit card statements
  • Member year-end tax forms
  • Paperless 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 Data Platform Integrations

FSSI’s experience includes small- and large-scale integration with all leading credit union data providers and platforms, including Symitar® from Jack Henry and Associates. We also work with Envision, Black Knight, Megasys, ACI and other financial data and payment partners. If you have a specific question related to data handling, contact one of our credit union specialists today.

Statement Outsourcing for Credit Unions

FSSI combines proven mailing and personalized marketing know-how with customized application programming. As a result, we can 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 Print 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.

Statement 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 documents
  • 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
  • Let us handle vendor management and get you the highest possible discounts on postage and materials.
  • 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 and Mail 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 online banking link to your Credit Union’s home-banking website or member service access. Plus custom email notifications, analytics data-driven 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 Forms 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

Statement Processing Services for Credit Unions

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, Jack Henry and Associates, and credit unions of all sizes. We’ve worked with both local financial institutions, national credit unions, and federal credit unions. 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, especially for financial institutions.  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 Output

FSSI a leading managed print services provider for credit unions and community banks. We provide secure print and mail 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 Credit Union 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.