Print and Digital Document Delivery for Finastra Banks and Credit Unions

Finastra

Where Document Delivery Breaks Down

Most institutions don’t struggle with document delivery because anyone is careless. They struggle because the process touches everything: core processing windows, file formats that shift with upgrades, USPS requirements that change midyear, retention rules that vary by document type, and delivery preferences scattered across systems that don’t talk to each other.

The result is familiar to any operations team. Statement cycles that should be routine become monthly fire drills. A core update quietly changes a file layout and nobody notices until documents print wrong. An auditor asks for proof of mailing and the answer takes three days to assemble. Return mail piles up on a desk because processing it manually is nobody’s favorite job. And eStatement adoption stalls because the digital experience was bolted on rather than built in.

None of these problems is dramatic on its own. Together, they consume staff hours, create compliance exposure, and turn document delivery into a source of recurring stress instead of a process you can forget about.

How the Finastra Integration Works

Services overview

PrintMail receives document output directly from your Finastra core through secure automated file transfer. From there, we handle everything downstream:

→ Composition and formatting for statements, notices, and disclosures.

→ High-speed full-color print production at our redundant facilities.

→ USPS-compliant mailing with address quality and delivery tracking.

→ eStatement presentment with adoption tools built in.

→ Archiving and on-demand retrieval for audits, disputes, and legal requests.

→ Year-end and tax document production.

Because the connection is engineered for Finastra environments [confirm covered platforms before publishing], implementation moves quickly and your IT team isn’t building or maintaining a custom interface.

What Changes for Your Team

Printmail service icons 02 unified document composition

Statement day stops being an event. Files transfer automatically, production runs on schedule, and you can see job status through our customer portal. The 8 a.m. confidence that everything went out is the whole point.

Printmail service icons 04 compliant auditable delivery

Compliance questions get fast answers. Every document is tracked from file receipt through delivery, with archiving and retrieval designed for the way auditors and examiners actually ask for things.

Printmail service icons 03 predictable print and mail operations

Print and digital stay in sync. Delivery preferences live in one place, so account holders get documents the way they’ve chosen and your reconciliation numbers actually reconcile.

Printmail service icons 01 stable core integrations 02

Change stops breaking things. Core upgrades, USPS rule changes, and new document types are absorbed by our pipeline rather than landing on your staff. We build for change tolerance because financial institutions never stop changing.

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Why Institutions Choose PrintMail

PrintMail produces and mails more than nine million documents monthly for hundreds of banks and credit unions nationwide, with integrations across more than fifty technology platforms. Our operations centers in Pennsylvania and Tennessee provide full redundancy and disaster recovery, and an annual SOC 2 audit with quarterly penetration testing backs our security program. Institutions that outsource to us typically reduce print and mail costs while gaining more visibility and control than they had in-house.

Trusted by 200+ Financial Institutions

“Our goal with every integration is simple: the institution shouldn’t have to think about document delivery anymore. The Finastra connection gives banks and credit unions a dependable path from core output to delivered document, print or digital, without the operational overhead.” — David Reilly, VP of Technology & Operations

David reilly

Take Statement Production Off Your Plate

If your bank or credit union runs on Finastra and document delivery is consuming more attention than it should, let’s talk. 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.

Get Started

Why Choose PrintMail?

9 Million+

Pieces Mailed Monthly

20%

Average Savings on Print and Mail Services

99.998%

Over 99.99% of Jobs Delivered Accurately and On Time.

50+

Integration with 50+ Tech Platforms, Including Most Bank Core Systems

260

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.

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. 

Georgina Condran

Vice President Deposit Processing Service