With roughly 1 in 8 banking transactions now happening digitally, financial institutions are experiencing a fundamental shift in service delivery that is requiring more flexible, responsive communication. DATA is helping them meet that challenge by driving the transition from legacy form-based systems to digital platforms that enable targeted, personalized marketing and effective channel support. Partnering with internal marketing departments, external agencies, and operational groups, we implement process automation, content collaboration, and best-in-class fulfillment strategies that result in:
DATA's robust web-to-print portal helps FIs control communications without slowing them down. Through a secure login and simple thumbnail browsing, users can customize and order approved, branded marketing material ranging from booklets and kits to business cards and brochures. The tool also provides cost-centre/GL invoice reconciliation, allowing for spend oversight while maintaining brand integrity.
Clients connect to a full range of warehousing, print-on-demand, fulfillment and distribution services. These include customized kitting and e-kitting that go beyond traditional pick and pack to support entire campaigns and delivery of specialized items.
Through these improvements, FIs are assured that all event material is printed correctly and delivered on time while reducing print and operational costs by as much as 50 percent.
While benefit and retirement enrollment has become increasingly digitized, regulations calling for wet signatures continue to require print output.
DATA's document-creation platform provides a turnkey solution for meeting these requirements efficiently and cost-effectively. Combining static and variable content from both plan sponsor and employee, frontline staff can create and proof customized booklets and kits that include personalized items such as wallet cards.
The result is a streamlined communication process that addresses the need for customization while maintaining branding and minimizing bottlenecks. And through the simplicity of one supplier, clients benefit from reduced risk, faster time-to-market, and lower overall costs.
DATA supports controlled, secure form production. We can supply base stock, provide printed statements, or deliver a complete solution that includes statement processing and mailing/emailing.
From shop floor to shipping of final forms, we can manage the entire process, ensuring the highest level of security, and just-in-time delivery. At the same time, we offer inventory continuity and oversight that reduces obsolescence and related costs, and improves efficiency through e-statement distribution.
Financial services providers order business cards and identity items more than any other product category. A large bank typically places more than 10,000 business card orders each year.
DATA standardizes ordering so that all materials meet corporate and regulatory guidelines. From branding and logos to titles and names, our intuitive web-to-print platform ensures a systematic approach to document procurement. It simplifies ordering, provides detailed reporting, and ensures compliance that allows for effective co-branding and distribution-channel support.
DATA is helping North America's largest financial institutions migrate from legacy to digital processes in areas ranging from customer correspondence and event management to training and HR.
Events and conferences are important opportunities to educate financial advisors on changing investment dynamics and best practices. They're also a forum for FIs to promote products and services. Developing the marketing material for these events — design, approval and execution of everything from invitations and signage to web content and name badges — is a labour-intensive process that eats up time and marketing resources.
DATA's automated solutions can streamline the entire process. In-house marketers can customize and purchase approved, branded material while allowing for full monitoring of usage and costs.
Through these improvements, FIs have reduced print costs by as much as 50 percent.
As marketers, we tend to start the new year with high hopes for innovative new campaigns, but by February or March, we’re already beginning to feel defeated.
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