PrintSoft Solutions for Banking & Finance

Maximise the impact of your communications with the power and flexibility of PrintSoft

Sample Documents | Case Studies | Customer Quotes

Benefits:

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

PrintSoft can create a complete document system that creates stronger customer loyalty and profits for any type of document - mortgage, credit card and bank account statements, full color wealth management portfolios, personalized financial plans, 401(k) statements, pension plans, superannuation reports, trade confirms, trust statements and correspondence.

Case Studies | Customer Quotes

Sample Documents

Full Colour Personalised Letter

Pension Statement 401(K)
Link to 4 page sample statement (PDF 264k) 

Sample Documents | Customer Quotes | Top of Page

PrintSoft Financial Services Case Studies

• An Australian Financial Organisation uses PReS for faxing, emailing, presenting on an Intranet and the Internet the same document that is currently printed and mailed.
• Britannia Building Society uses our call centre document management system to print letters at their remote mailing house facility.
• Comdirect prints financial reports and customer correspondence and archives all documents so that they are available immediately for call centre staff.
• PrintSoft's desktop mailing system, Post eLetter has enabled D&B to cut costs and and shorten the delivery times to their clients.
• Sofinco implemented a document management solution that involves 1700 letter templates, a postage management system and a Print Queue Management System for controlling the print jobs and device scheduling.
• Ceska Sporitelna operates a secure data solution for the printing of credit card PINs.
• National Australia Bank uses the Post eLetter hybrid mail service to enable data and letter templates to be transmitted directly from their desktop PCs to Australia Post via a secure line. Post then routes, barcodes, sorts, prints, envelopes and posts the items
• North American Financial Giant installs PrintSoft Card Issuance System (CIPS) in its card production environment to increase personalisation, productivity and automation.

Sample Documents
Case Studies
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Customer Quote

“PrintSoft partner, Program Products’ document management system will allow us to give our customers and members better service and help increase output volumes”.
Karen Darby, Britannia Building Society

Sample Documents | Case Studies | Customer Quotes | Top of Page

PrintSoft Solution Benefits:

• Accelerated time to market - Able to adapt to market conditions and competition in real time with rapid ROI.
• Ease of use - reduces production costs with its WYSIWYG design tool, PReS Designer, for document design by non-technical staff.
• Flexibility – all document types, wide range of data inputs, all languages and writing systems, multiple printed and electronic outputs.
• Power – back-end, optimised-for-printing, scripting environment to take over if the WYSIWYG reaches its limit, so that the most sophisticated documents can be produced.
• Highest degree of personalization – for maximum response rates, greater customer intimacy, and growth through more effective sales and marketing.

With 15 years of experience and more than 5500 systems installed in 50 countries, PrintSoft has the expertise, skills and tools to provide a customized solution tailored to your on-going needs.

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