Print and Digital Document Delivery for Fi-Tek Global WealthES Institutions
Trust departments and wealth management firms running on Fi-Tek’s Global WealthES™ platform produce some of the most complex client documents in financial services. Multi-asset statements, performance reporting, tax packages, and account reviews all have to be accurate, on time, and defensible. PrintMail takes that output and manages composition, print, mail, and digital presentment as a single coordinated process — so your operations team stops running a print shop and gets back to serving clients.
Why Trust and Wealth Documents Are Harder Than Retail Statements
A retail deposit statement is a solved problem. A trust statement is not.
Wealth and trust client reporting carries variable page counts that swing from two pages to eighty. It carries multi-account and multi-relationship households that have to be grouped, suppressed, or combined according to rules that differ by client. It carries performance reporting where a formatting error isn’t a cosmetic problem — it’s a client conversation. It carries tax packages with hard IRS deadlines and no room to slip. And it carries a client base that notices presentation quality, because they are paying for a premium relationship.
Layer on the operational realities that every institution recognizes:
Quarter-end and year-end surges that compress months of volume into days, with nobody available to absorb the overflow.
Statement runs that can’t go out until the accounting close is finalized, leaving a narrow production window that shrinks whenever the close slips.
Variable-length, data-dense documents that break fixed-format print workflows and require manual intervention.
Tax season — 1099s, 1099-Rs, grantor letters, fiduciary tax packages — arriving on top of normal cycles with statutory deadlines attached.
Custom reporting requirements that vary by relationship, so “standard” barely exists.
Delivery preferences that live in one system while the documents live in another, and never quite reconcile.
Audit, exam, and legal requests that demand proof of what was sent, to whom, and when — often years after the fact.
Return mail and address quality issues that quietly erode the client experience.
Accessibility and ADA expectations that keep rising.
High-net-worth clients who expect their statement to look like it came from a private bank, because it did.
None of these is dramatic in isolation. Together they turn client reporting into a recurring operational event instead of a process your team can stop thinking about.
How PrintMail Works With Global WealthES
Global WealthES is built with open architecture and flexible integration through extracts, web services, and XML-based messaging. That is exactly the kind of environment PrintMail is built to receive from. We ingest document and data output from your Fi-Tek environment through secure automated file transfer, then handle everything downstream:
→ Composition and formatting for trust and investment statements, including variable page counts and complex household grouping.
→ Performance and portfolio reporting with print quality that reflects the relationship.
→ High-speed full-color print production at our redundant Pennsylvania and Tennessee facilities.
→ USPS-compliant mailing with address quality, proof of mailing, and full-service IMB delivery tracking.
→ Digital presentment with a client-facing experience that stays in sync with print.
→ Tax forms and year-end document production on statutory deadlines.
→ Archiving and on-demand retrieval built for the way auditors, examiners, and legal actually ask for documents.
Your IT team doesn’t build or maintain a custom interface, and your Fi-Tek platform keeps doing what it does best.
Quarter-end stops being a scramble. Files transfer automatically, production runs to schedule, and job status is visible in our customer portal. Volume surges are our capacity problem, not yours.
Audit and legal requests get fast answers. Every document is tracked from file receipt through delivery, with archiving and retrieval designed around real examiner and litigation requests — not a filing cabinet with a search box.
Print and digital stay aligned. Delivery preferences are managed in one place, so clients get documents the way they chose and your counts actually reconcile.
Tax season is planned, not survived. Year-end forms and fiduciary tax packages are scheduled production work with deadline accountability built in.
Change stops breaking things. Platform upgrades, new report types, USPS rule changes, and acquisitions get absorbed by our pipeline instead of landing on your staff.
Presentation matches the relationship. Custom design and redesign services mean your statement looks like a wealth management document, not a utility bill.
Capabilities We Deliver for Fi-Tek Institutions
Document intake and normalization from Global WealthES extracts and data feeds.
Trust, investment, and fiduciary statement composition with variable-page and household logic.
Performance and portfolio report production.
Print production engineered for data-dense, variable-length documents.
Mailing services with USPS compliance, address hygiene, proof of mailing, and delivery verification.
Digital document presentment and client access.
Tax forms and year-end document processing.
Archiving, retention, and on-demand retrieval.
Custom statement design and redesign.
Regulatory compliance, accessibility, and paper-choice controls.
Data security, privacy, and information governance.
Change management and platform-upgrade support.
Trusted by 200+ Financial Institutions
“Trust and wealth documents are the hardest thing we print. Variable page counts, complex household logic, tax packages on statutory deadlines, and clients who notice every detail. That’s the work we’re built for, and Fi-Tek’s open architecture makes it straightforward to connect.” — David Reilly, VP of Technology & Operations
Take Document Management Off Your Plate
We’ll walk through your current workflow, show you how the integration works, and put together a cost analysis so you can see the numbers for yourself.
Over 99.99% of Jobs Delivered Accurately and On Time.
50+
Integration with 50+ Tech Platforms, Including Most Bank Core Systems
200
Satisfied customers nationwide
Industry Expertise ▼
The number one reason organizations choose PrintMail? Our long-term, laser-like focus on the industries we serve. We are experts in the six key areas that are most important to our customers:
Platform Integration Expertise
Rigorous Quality Control
Leading-edge Security
Consistent On-Time Delivery
Innovative Electronic Statements
Creative Redesign Solutions
Cost Savings ▶
Printing and mailing your own statements can be costly, but we have the solution. Our typical partner reduces costs up to 20% after they outsource transactional communications to PrintMail.
We’ve performed Cost Analyses for hundreds of organizations across the country and consistently find ways to save our customers money. Discover if outsourcing with PrintMail is right for you; leverage our expertise by scheduling a cost analysis of your organization.
Advanced Security ▶
An annual SOC II audit, along with quarterly penetration testing, guarantees that your data is secure. From the minute your information is received, all the way to the hand-off of finished jobs to the post office, it is only handled by our employees; all rigorously trained in security procedures and cleared by background checks and drug testing. Physical security is also paramount, with state-of-the-art systems and procedures in place.
PrintMail has the most comprehensive and stringent security in the statement outsourcing business. We will meet or exceed all your requirements for critical vendors.
Disaster Recovery ▶
Strategically located in Pennsylvania and Tennessee, our fully-redundant operations centers allow us to offer two-day delivery to over 85% of the continental United States. With full redundancy comes complete disaster recovery and ensures that no matter the type of emergency or disaster, your job processing remains on-time. Our facilities are scalable in volume and are ready at a moment’s notice to accommodate your production should a sudden need arise.
Control ▶
Many organizations often fear outsourcing because they don’t want to lose control of their most valuable asset – customer data.
We certainly understand that concern. However, our customers find they have gained far greater control once they outsource to PrintMail. We have made significant investments in technology and equipment that allow us to control the entire process at a granular level.
You will realize:
An error-free rate of 99.9999%
Consistent on-time delivery
Complete control with our updated customer portal
Full-service IMB tracking
Disaster recovery
Redundant equipment
No capacity limitations
Technical and physical security
No equipment, inventory, or expensive personnel hassles
We encourage you to ask our references how they gained greater control by working with us. See what your industry colleagues have to say by reading the scrolling testimonials on the bottom of our website pages or by contacting us directly.
Drive eStatement Adoption ▶
Electronic statements have become a critical sales and promotional tool as well as a way to realize cost savings. Our unsurpassed eStatement offering is so superior that our customers see an adoption rate as high as twice the national average. We give you the ability to easily upload and edit marketing offers with our user-friendly administrative forms and tools. Advertisements can be created with an uploaded PDF document, an external link, or internally stored HTML content.
Our Team Approach ▶
What makes working with PrintMail different than working with another communications provider? Our approach! We are a family-owned-and-run business, and the care we have for our customers truly shows. We follow Core Values outlining the need for integrity, innovation and success to be as true of our people as they are of our products.
Let’s Make Something Big!
Maximize your customer communication strategy today.
PrintMail has been a trusted partner for over 10 years, consistently delivering reliable service that meets our operational needs.
Mary Asherbranner
Deposit Operations Manager
PrintMail is a trusted partner that you can always rely on. Be assured that your statements and notices will be delivered on time, every time. A great support team, operations team and project management support for all of your document delivery needs. By far my favorite vendor!
David W. Shaver
Senior Vice President/Deposit Operations Officer
We love working with all of you, you are honestly the best vendor I work with, hands down!
Todd Morrison
Associate Project Manager
PrintMail produces a great product. Attention to detail and are very timely in responding to inquiries.
Kathy Beach
SVP Director of Operations
Ease of implementation, security, excellent customer support.
Janette Davis
VP, Information Security Officer
I am amazed at how our client manager communicates with us. She’s very thorough and goes above and beyond what we anticipate.
Richelle Ballenger
VP of Member Experience
PrintMail has never let us down. They always meet or exceed our expectation.
