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BDI

People & operations

Print & Statement Services

Services that compose, print, insert, mail, archive, and electronically present customer statements and notices.

Buying context

Why it matters

Statements combine regulated content, personal data, balances, timing, and delivery. A composition or insertion error can affect many customers and may expose one customer's information to another.

Due diligence

Questions to ask

  1. How are source-file totals reconciled to composed, printed, inserted, mailed, and rejected pieces?
  2. What controls prevent commingling pages or envelopes across customers and bank clients?
  3. How are template changes, disclosures, tests, approvals, and effective dates governed?
  4. What contingency process meets delivery deadlines if a plant, postal channel, or data feed fails?

Alphabetical, not ranked

Company listings

The directory does not yet list vendors in this category. Companies can review the listing terms and contact Bank Data Insights to be considered.

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