Banks and Credit Unions, Business Process Improvement, Outsourcing, Print and Mail Services, Statement Printing and Mailing

Statement Printing and Mailing Services

FSSI logo FSSI on July 1, 2022

collection of different documents like statements bills etc.

Increase the value of customer documents. Statement printing and mailing services from FSSI give new life to outdated or poorly designed marketing and compliance documents. Increase the value, look and impact of transactional documents like statements, invoices, bills, letters and marketing mailers – and get a leg up on your customer communications.

We’ve helped banks and other financial institutions reduce overall statement processing costs, improved the look a feel of their monthly documents, and increased the efficiency and ROI of their communications and marketing efforts.

Full-Service Statement and Invoice Processing Solutions:

  1. Statement Printing and Mailing
  2. Why Financial Institutions and other Businesses Outsource Print and Mail?
  3. Types of Customer Documents Mailed
  4. eStatement Processing
  5. Statement Outsourcing FAQ
  6. Value Added Services
  7. Data Security and Privacy

examples of statements printed and mailed at FSSI.

Statements, Invoices, Bills, Checks and Notices

We make it seamless to send business-critical documents, like financial statements, monthly invoices, regulatory notices, secure checks with MICR, and even marketing mailers. We’ve partnered with banks, credit unions, auto finance, mortgage lenders, healthcare and other heavily regulated industries.

By combining our statement mailing services with industry best practices for layout, color usage, on-page messaging and more, our graphic designers help you redesign statements, invoices and other documents for maximum readability, impact and value.

From full-color variable data printing services to commercial document printers, FSSI can help you produce all types of business-critical documents. We have two production facilities that provide high-speed printing and inserting equipment designed for the financial industry. We can accommodate high-volume jobs, with the technology and security guarantees in place to compose, print and insert all your sensitive confidential documents.

bank building.

Why Do Businesses and Financial Institutions Choose to Outsource Print and Mail?

When you outsource transactional print and mail, you hand off the production and delivery of statements, invoices, bills, direct mail marketing letters and other business-critical customer documents to a mail outsourcing provider like FSSI.

There are many reasons that businesses choose to outsource their statement processing and mailing production. It is a proven business strategy that helps companies:

  • Minimize capital investments
  • Avoid long-term lease commitments
  • Experience better customer engagement and higher response rates
  • Have more compliant output and delivery
  • Receive payments in a more timely manner
  • Experience more opportunities for cross-selling and education
  • Reduce postage costs as well as paper and other production costs
  • Improve and stabilize cash flow
  • Generate reports to satisfy compliance auditors

Types of Critical Documents We Process, Produce and Deliver

We specialize in working with companies in highly-regulated industries, such as insurance, credit unions, banking, auto finance, healthcare, utility companies, and more, to produce these transactional and marketing documents:

  • Statements
  • Bills
  • Invoices
  • Checks with MICR
  • Compliance Letters
  • Insurance Notices (EOB, EOC)
  • HIPAA Compliant Documents
  • Investor Communications
  • eStatements, Electronic Bills, SMS Delivery
  • Direct Mail Postcards, Letters, Self-Mailers
  • Year-End Tax Forms
statement printing and mailing document types.

eStatement Services and Electronic Bill Presentment

Are you looking to increase eStatement adoption? We have over 40 years of experience working with banks, credit unions and other heavily regulated organizations of all sizes. 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 improve the customer experience for your existing eStatement customers.

Our robust electronic statement services offer a variety of enhancements and add-ons to your eStatement program. Some of our enhancements include:

  • API, Single Sign-On and fully-hosted online banking portals
  • Electronic notifications and payment integrations
  • Client-facing online reporting dashboard
  • Dedicated account representative and project manager
  • Savvy preference management for SMS and text email notifications
  • Make changes to messaging, imagery and letter templates online 24/7
estatement and paperless statements image of laptop a tablet and a mobile phone.

statement printing and mailing faq

Statement and Invoice Printing Services FAQ

How does offering a variety of billing options speed up collections?

It is important to reach customers on their preferred billing channel. By offering documents in print and electronic format and utilizing eNotifications, you can ensure timely communications when a statement is ready or a payment is due. The addition of convenient links to an ePresentment site or payment portal, or even a “pay by text” service, can further help facilitate on-time payment remittance.    

How do you ensure fast, efficient statement delivery?

Strategic partnerships, such as with the USPS, FedEx, Pitney Bowes Presort Services and other shipping companies, allow our clients to benefit from postage discounts, reduced material costs and the most efficient delivery systems – all working together effectively to deliver your critical documents in the most resourceful manner.

What types of eStatement outsourcing services do you offer?

When it comes to eStatements, FSSI’s customized preference management options provide user control over the delivery and receipt of information – with easy opt-in and management of delivery and notification preferences. From selecting or changing the delivery method to adjusting notification settings, your customers have control over their choices, increasing overall satisfaction and loyalty.

What is Transpromo Marketing? How can it help my bank or financial institution?

“Transpromo” marketing is when you combine transactional and promotional communications into one purposeful document. By integrating marketing messages into your statements, invoices and business documents, you maximize the available whitespace to reach an existing, dedicated audience with targeted messaging.

What security and privacy standards do you adhere to?

FSSI is committed to secure, compliance-friendly processes and procedures. This includes passing annual SSAE-18 SOC 2 and HIPAA audits, ensuring secure data transmissions and implementing quality standards and protocols throughout the production process.  From building security and employee training to server-level security and secure data standards, we are committed to providing a strong and reliable infrastructure that supports your security needs.

How does automation play a role in our statement printing and mailing outsourcing solutions?

Automation is an essential element of statement printing and mailing, encompassing the procedures and notifications that support file transmission, data processing and archival. From sending emails to confirm file receipt to routing files for immediate processing and creating PDFs for review and approval, there are automated processes set up to ensure timely statement production.

Can I track the production and delivery status of my critical customer documents?

Yes. With FSSI’s workflow tracking and reporting capabilities, you get an inside look into the entire document workflow process. You can access real-time data and analytics 24/7, including file receipt, sample approval files, job status, inventory on hand and more. With unique piece tracking (UPT), you can also track the delivery and disposition of your critical mail.

Full-Service Statement Outsourcing Services

Because of FSSI’s ongoing investment in production and infrastructure technologies, our fully-integrated suite of statement processing services centers on the latest document composition and delivery methods, including:

color swatches.

Digital Color Inkjet Technology

Performance advantages of FSSI’s digital color inkjet printing system translate directly into accurate, high-quality document production, and include precise registration, consistent color quality; high speed, high volume performance; instant QC (quality control) at full production speeds; and more output control with significantly less waste.

commercial printing equipment.

Cost-Efficient Inline Printing

Advanced, continuous feed, inline printing and finishing make FSSI’s print systems the most flexible and economical in the statement print and mail services industry. Perforating pages vertically or horizontally can be done dynamically, changing positions with each page, eliminating the need for pre-or post-production processing and your dependence on costly, pre-printed stock.

check printing example with micr ink.

MICR Ink Support

One of our most useful document processing services is inline check printing with MICR ink support. This feature allows checks to be printed together with other documents, such as letters, financial statements and invoices, instead of in separate runs. Unlike pre-printed check stock, documents with checks printed inline can feature targeted messaging and full-color images and graphics – turning a common payment instrument into a personalized communication channel.

example of statement with variable messaging printed on it.

Selective Messaging with Variable Data Printing

FSSI’s proprietary, self-managed portal, messageStreamOne, provides complete, real-time control over document message management, including the ability to personalize on-page messaging by adding strategically-placed message text and graphics. Change content as often as you like, with no additional programming charges.

person aligning stacks of mail.

Custom Mail Inserting

An essential component of FSSI’s financial statement processing solutions is automated mail inserting. Each inserter employs sophisticated camera technology that reads a 2D data matrix through the envelope window to compare and match it against an FSSI-created database. Each inserter has six selective insert stations, providing the flexibility you need to mail inserts to high-value or specially-targeted customers. For mail that can’t be fulfilled on automated inserters, we offer custom (hand) insertions as part of our statement outsourcing solutions.

screenshot of wso dashboard.

Secure Compliance Reporting Tool

Through innovative print job tracking tools, FSSI clients who use our print and mail outsourcing services can track time-sensitive mailpieces throughout the postal journey. Our workflow and document management reporting tools work with delivery by the Postal Service and other common carriers. It’s one more weapon in your arsenal and one less worry for the compliance team. 

person holding a financial statement.

Document Layout, Composition and Redesign

Document design says a lot about your company and the importance you place on customer engagement and satisfaction. Well-designed customer documents that feature color enhancements and relevant on-page messaging tell customers you understand and care about their informational needs.

Documents in need of a design refresh are easy to spot. On-page information may be cluttered or busy and difficult to read. Locating balance due, payment history and other critical information can be a challenge, which may spark confusion or frustration from customers that can damage brand satisfaction and loyalty.

Refreshing the look and layout enables you to improve engagement on customer statements beyond their intended purpose, improving customer communications and transforming everyday documents into powerful brand-building and account service tools.

Advanced Statement Services and Marketing Integrations

Leverage customer data and analytics to create powerful multichannel communication campaigns.

  • Selective Targeted Messaging
  • eNotifications (Email and Text) and Preference Management
  • PURLs
  • Envelope Messaging and Inline Printing
  • Letter Template Management
  • Multichannel Direct Mail Marketing Campaigns
  • 24/7 Online Dashboard
examples of statement enhancements for transactional documents.

person standing in a server room.

Ironclad Data Security and Customer Privacy

At FSSI, data security, privacy, business continuity, and disaster recovery are at the core of what we do. We pass annual SOC 2 audits and are HIPAA compliant in both our Santa Ana and Coppell Texas print and mail facilities, so you can be assured that we keep the confidential information of your customers safe and secure.

Some of our security practices include:

  • Building security: Includes key cards, door alarms, security cameras, and gated entryways.
  • User/Server Level Security: Data files are secured by user permissions enforced by centralized domain policies.
  • Secure Data Standards: FSSI utilizes secure transmission protocols (SFTP) and PGP encryption for files at rest, along with an additional firewall network Intrusion Prevention System (IPS) – in addition to a multi-tiered architecture that separates the web layer from the data layer for added security.
  • Secure Data Archival Options: Several web-based storage and archival options are available. Access to client input is limited to authorized personnel.
  • Document Security: Documents containing personalized or sensitive customer data are deleted or shredded using FSSI’s commercial shredder or stored in a secure location if they are needed for a longer period.
  • Employee Training: Keeping staff well-versed and vigilant in data security best practices is a priority at FSSI, from properly handling emails to staying safe online. Regular training via KnowBe4® encompasses relevant security awareness and online cybersecurity topics.
FSSI HIPAA Compliant and SOC 2 Seals

HIPAA and SOC 2 Seals for secure statement printing and mailing.

Trusted, On-Time Invoice Printing and Mailing Services Provider

We offer transactional document mailing services that provide unprecedented control over document content, layout, approvals, and inventory.

Mailpiece processing, finishing, and tracking are performed in our secure 167,000 sq. ft. fulfillment facility. That way, you’re assured of impeccable data integrity and timely document delivery on every job. FSSI’s outsourced print and mail services include:

  • High-speed, high-volume digital color printing
  • Variable data printing and mailing
  • Secure, 24/7 real-time document workflow management
  • eStatements, eNotifications and eDocument processing
  • Electronic bill presentment and payment processing
  • Web-based document archival
  • Disaster recovery (DR) and redundancy plan
  • In-house graphic design and development team

­­­Statement Printing and Mailing Services at FSSI

FSSI is a full-service provider of outsourced printing and mailing services. We specialize in the design, production, and delivery of high-quality, regulatory-compliant documents – specializing in confidential data. Whether you are sending thousands or millions of financial documents. FSSI can custom-tailor an outsourced solution to meet your needs.

See how a financial printing company like FSSI can help you reduce your risk, and cost of document processing, meet ever-changing compliance regulations and give you complete control over inventory, postage and workflow tracking and reporting.

fssi logo

Get Your Statement Processing and Mailing Consultation

Whether you want to print, mail, send eStatements or reach specific customers with targeted messages, our statement printing and mailing processes and technology enable us to provide 100% data-to-document integrity and output accuracy at every step. Contact us online or call us at (714) 436-3300 for a no-obligation consultation on how to create impactful financial documents that generate action and ROI.