Category: Customer Communications

The delicate balance between regulation and customer satisfaction has proven a challenge for many mortgage lenders.

Admit it, as humans we enjoy that feeling when someone knows us – whether it is the waiter who anticipates our order or the bookstore clerk who understands just what types of stories we love to read.

From interactive contests to festive holiday events, these 10 unique bank marketing ideas are designed to connect your financial services to noteworthy, community-focused initiatives.

The end of the calendar year through early new year is a busy time for businesses, nonprofits, and government agencies alike.

In this article, we’ll cover digital experience best practices and how to improve your bank’s customer service in the digital realm.  

Monthly billing is a critical part of the customer experience for utility providers, but the billing experience is often just an afterthought.

For financial institutions, success often grows from a delicate balance of maintaining efficient business operations while cultivating customer growth and satisfaction.

CRMs are amazing, but not every financial services company has the budget for a Customer Relationship Management System. Here are three reports to automate and share with your bank marketing team.

As technology continues to develop, banks are faced with tough decisions about what to try and which digital software to leave behind, particularly when it comes to customer-facing support.

In our everchanging environment—one in which technology, product strategy, regulatory changes, and even accessibility bring forth a cacophony of alarm bells, emails, and texts resulting in shifts in direction—bank compliance remains paramount above all other guidelines.

The COVID-19 pandemic has wreaked financial havoc on consumers, businesses, and, yes, financial institutions alike.

Much has been written about how to increase eStatement adoption among banking customers. Read more.

October was an exciting month for PrintMail solutions as we have expanded our alliance with Ricoh, leveraging the company’s technologies and expertise to integrate legacy workflows with single-pass variable-data printing (VDP) for more efficient and cost-effective production of customer communications.

Read on to discover how to create a bank statement that increases supports cross-selling and drives customer loyalty.

As more of your customers are conducting their financial transactions online, it’s important to educate them on the benefits and safety of mobile banking.

During this unprecedented time, PrintMail Solutions would like to assure you that our business is running without disruption. Thankfully, we have been able to follow federal and local guidelines for social distancing while keeping all 4 of our facilities fully operational.

As anyone with a mailbox can tell you, direct mail is still very much alive and well. In fact, it’s one of the most commonly used marketing mediums, tied with social media. Read more about best practices.

A lot has changed over the past weeks. The only sure thing we know is that value remains a key factor in a financial crisis.