Solutions

Industry Solutions

Financial Services

PrintSoft Solutions for Banking & Finance

PrintSoft creates complete document systems for a vast range of financial documents, allowing companies to incorporate dynamic content into their transaction statements while thoroughly managing each step of their correspondence processes

Industry Challenges

The financial sector has been the subject of significant upheaval in recent times, with companies under increasing pressure to completely cater to individual customers while retaining control over operating costs.

Financial organisations are responsible for delivering a range of different documents and statements to their customer base. PrintSoft assists not just in the composition, but also in the dynamic design of all such personalised client correspondence, where white space is minimised and efficiency is maximised, all within a cost-effective solution offering.

Solutions Overview

TransPromo

PrintSoft can transform standard financial document templates into successful marketing tools, with white space management and conditional logic functionality allowing statements to be personalized and targeted to individual customers. With superior graphic capabilities, such marketing messages can be used to cross-sell and up-sell to selected clients, all within the framework of a standard financial statement. PrintSoft's range of solution components ensures that distinctive colour and summary reports will aid in conveying important points quickly using the print or electronic medium applicable to the customer.

Document applications include the customized management of trust, superannuation, credit card and bank account statements.

Correspondence Management

PrintSoft incorporates a complete document management system that fosters customer loyalty and profits through all kinds of documents, along with managing the subsequent distribution of any required correspondence. Financial organisations are given flexibility depending on preference, such as the ability to implement communication strategies that can vary by client net-worth and longevity.

PrintSoft can cater to any type of financial document, including full colour wealth management portfolios, personalized financial plans and pension plans.

Adding value

Personalised document solutions from PrintSoft lead to customer satisfaction and subsequently greater retention rates, along with many other business benefits;

Make documents easy to read with superior graphic presentations.
Increase profits with targeted marketing messages including "cross-selling" and "up-selling".
Use colour and summary reports to get the important points across quickly.
Ensure corporate branding and consistency while allowing for maximum personalization.
Automatic white space (messaging) control simplifies document management.
Provide customers with relevant content delivered by either printed or electronic means

Proven Success

PrintSoft has recently implemented successful solutions for companies within the financial sector, including;

Dun & Bradstreet Australia

Financial credit reporting company utilized a PrintSoft solution to decrease printing costs and shorten postage times

Dun & Bradstreet Case Study

First Data

Financial payment processing company utilized a storage and archive solution, increasing backup security and saving time

First Data Case Study

Russian Pension Fund

Financial wealth management organization utilized PReS in a correspondence management solution, leading to the automated creation and delivery of personalized customer statements

Russian Pension Fund Case Study

For more information: info@printsoft.com

Industry Solutions