Business Communications Solutions for Financial Service
Business Communications Solutions for Financial Service

FINANCIAL SERVICES

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UNIFY CAMPAIGN EXECUTION IN FINANCIAL SERVICES

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:

  • Unified execution
  • Better campaign performance
  • A more consistent customer experience
  • Lower costs
Brand consistency across multiple channels

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.

Related Capabilities:
PRINT SERVICES
DATA's decades of print experience result in single-source solutions that simplify production, lower costs and maintain brand compliance.
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LOGISTICS & FULFILLMENT
From complex packaging and donation receipting to international delivery, DATA handles all of it.
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Cumbersome enrollment processes for benefit and retirement plans

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.

Related Capabilities:
PRINT SERVICES
DATA's decades of print experience result in single-source solutions that simplify production, lower costs and maintain brand compliance.
Learn More
Maintaining regulatory control of financial documents like statements, confirms, and tax forms

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.

Related Capabilities:
REGULATORY COMMUNICATIONS
We help companies in highly regulated markets deploy rapidly changing information under tight timelines.
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PRINT SERVICES
DATA's decades of print experience result in single-source solutions that simplify production, lower costs and maintain brand compliance.
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Managing large volumes of stationery

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.

Related Capabilities:
Print Services
DATA's decades of print experience result in single-source solutions that simplify production, lower costs and maintain brand compliance.
Learn More
Transitioning legacy systems to digital workflows

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.

  • Our web-to-print platform enables frontline marketing resources to order personalized communications quickly and accurately — no rogue branding, no head-office bottlenecks.
  • Marketing Campaign Management (MCM) brings together key marketing stakeholders — PMs, creatives, suppliers — to collaboratively create, cost, proof and execute marketing campaigns.
  • Our intelligent e-forms and PDFs help form owners automate and shorten processes from days and hours to mere minutes.
Related Capabilities:
PRINT SERVICES
DATA's decades of print experience result in single-source solutions that simplify production, lower costs and maintain brand compliance.
Learn More
CONTENT & WORKFLOW MANAGEMENT
Our solutions can help close gaps in efficiency and provide oversight that improves productivity while lowering costs.
Learn More
DIRECT MARKETING
We are the execution engine for marketing communications. We partner with marketing departments and creative agencies to support downstream execution strategies that maximize campaign ROI.
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Distribution channel support

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.

Related Capabilities:
Print Services
DATA's decades of print experience result in single-source solutions that simplify production, lower costs and maintain brand compliance.
Learn More
CONTENT & WORKFLOW MANAGEMENT
Our solutions can help close gaps in efficiency and provide oversight that improves productivity while lowering costs.
Learn More
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