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 services for credit unions are designed to streamline document delivery, improve regulatory compliance, and reduce operational costs.

FSSI offers print services for credit unions of all sizes. Local, regional, or national. We make your statement processing tighter. More accurate, too. Data protection is an absolute given (we operate out of secure, SSAE-18 Type II audited facilities). But we don’t just mail documents. Our team optimizes both physical and eStatements for strict compliance. We help credit unions turn monthly member documents into useful cross-marketing tools.

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 solutions for credit unions include:

  • 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
FSSI HIPAA Compliant and SOC 2 Seals

What Types of Member Documents Are Produced at FSSI?

Our secure 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

Member Document Samples

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

Statement Printing and Mailing

Navigator Credit Union Case Study

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

Download The Case Study

Integration with Existing Credit Union Data Providers

Jack Henry logo

FSSI’s solutions for credit unions integrate with leading data providers and platforms, including Jack Henry & Associates. These integrations simplify the delivery of critical member communications, ensuring information reaches the right people accurately and on time.

Learn More About Our Integrations

About FSSI

For over 45 years, FSSI has helped credit unions deliver secure, member-focused communications through dependable print and mail outsourcing. Our services include statement processing, eDelivery, personalized marketing mail, and document archival, each tailored to the specific needs of credit unions. Our facilities are audited to SSAE-18 Type II standards, keeping member data protected while helping credit unions build stronger relationships.

FSSI operates from four U.S. locations: corporate headquarters in Santa Ana, California, and production facilities in Coppell, Texas, Orlando, Florida, and Lincoln, Rhode Island. This nationwide network ensures continuous, secure processing of statements, loan documents, and other time-sensitive communications, with full operational redundancy built in.

Learn More About FSSI

Credit Union Statement Processing Outsourcing FAQ

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, we understand the unique challenges credit unions face in managing and delivering member statements, compliance documents, and marketing communications.

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

Credit Union member statements and letters
See Our Credit Union Outsourcing FAQ

Full-Service Print and Mail Outsourcing Services for Credit Unions

FSSI provides full-service print and mail outsourcing for credit unions, combining document production, mailing logistics, and member communications into a single, cost-effective solution. Our customized approach helps credit unions reduce operational costs, strengthen member relationships, and improve member engagement and retention.

Document Design and Production

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

Outsourced Statement Mailing and Inserting

  • Optimized postage and envelope costs for credit union mailings
  • Co-mingling and inline postal sorting
  • Selective insertions based on data-driven member variables
  • Return mail solutions for managing undeliverable member mail

Member Engagement and Multichannel Delivery

  • Personalized, targeted messages and imagery for direct mail campaigns
  • eNotifications via email and text message
  • Personalized URLs (PURLs)
  • In-line envelope printing
  • Multichannel direct mail marketing campaigns for credit unions
  • 24/7 online workflow and job approval dashboard
See All of Our Capabilities
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

When members opt in for eStatements, your credit union saves on printing and mailing costs while delivering a faster, more convenient experience. FSSI’s eStatement processing services improve the layout, design, and readability of your electronic documents, helping drive adoption and enhance the member experience.

Our eStatement adoption solutions help credit unions lower document costs while offering secure, user-friendly digital statements. Features include:

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

FSSI also offers custom electronic presentment services, including eStatements, SMS text messages, and mobile payment integration. Our in-house designers and developers help you optimize member communications and get them to market quickly, with personalization options for both transactional and marketing documents.

Regulatory Compliant Data Security and Privacy Practices

data security and privacy practices at FSSI list

Regulations from the FDIC, CFPB, and other federal and local agencies are constantly evolving. We stay ahead of these changes by regularly updating our technology, physical security, and data privacy practices. Protecting personally identifiable information and sensitive member data remains a top priority for us and the financial institutions we support.

Our core values center on data security, privacy, business continuity, and disaster recovery. FSSI completes annual SOC 2 audits and maintains HIPAA compliance, following strict security standards that exceed industry expectations, 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 document management 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!