Production print for banking
A capability overview for banks and credit unions
Trust is built one communication at a time. Your print has to earn it.
From a regulated disclosure to a personalized offer, banking communications carry your brand, your controls and your customer relationship.
Production print
assessment & managed service
We speak banking
Digital changed the channel. It did not remove the need for print.
Customers may open an account, make a payment or compare products on a screen. But banking still depends on customer communications that are physical, personal, accurate and on time — from direct mail and welcome kits to statements, disclosures and branch-ready materials.
41%
of communication spend
Print was the largest communication-spending area reported by financial-services providers.
54%
expect more personalization
Financial-services respondents expecting personalization use to increase over two years.
2.4
media types per campaign
Average combined by financial-services providers in marketing campaigns.
What changed
- Every journey is multichannel. Print is increasingly paired with web, email, mobile and social touchpoints.
- Relevance is expected. Variable data can tailor offers, customer statements and reports to each recipient.
- Inventory has less room for error. On-demand production helps reduce obsolete materials when products, rates or disclosures change.
- Ordering needs control. Approved templates, online ordering and pre-programmed approvals can support distributed teams.
What did not
- Trust still travels on paper. Statements, invoices, disclosures and branch materials remain part of the customer relationship.
- Accuracy is not negotiable. Regulated communications need to be current, consistent and correct in every version.
- Deadlines are fixed. Statement cycles, rate changes and campaign drops arrive on dates that do not move.
- Print remains operational. Forms, welcome kits, branch signage and internal materials keep the bank moving.
Sources: Keypoint Intelligence–InfoTrends research (2017), as published in Ricoh’s Selling to the Financial Services Market (2019); Xerox Banking and Credit Unions Segment Overview. Market figures are source-reported and are not FlexTG customer results.
What banking teams manage
You are not only producing print. You are protecting a relationship.
The banking and financial-services themes documented in the source research describe teams balancing reporting requirements, distributed ordering, fragmented data and fixed deadlines — all of which show up in the same production environment customers move through.
“We have to prove what every campaign did.”
Volume, cost and turnaround that live in separate vendor portals are hard to report on as one number.
“The team is already at capacity.”
More versions and more channels arrive without more people to produce and check them.
“The date should never slip, even when the file changes.”
A late disclosure change still has to reach the same drop date.
“We cannot let brand control disappear across branches.”
Distributed ordering needs approved templates and a defensible approval path.
“Quality and turnaround still matter.”
Statements, welcome kits and branch-ready materials all carry the brand in a customer’s hands.
“Security belongs in the production conversation.”
Customer communications carry sensitive data; access and handling deserve deliberate attention.
This is not just a print-device problem. It is a workflow, governance and cost conversation that shows up as print.
The work itself
Three jobs. One communication system.
Banking print touches the transaction, the relationship and the brand. Operations, customer communications and marketing each have different needs and deadlines — and they all depend on the same production environment.
Operations
Keeps the everyday banking work accurate and moving
- Statements and invoices
- Notices and disclosures
- Forms and applications
- Checks and transaction documents
- Reports and internal materials
- Labels, envelopes and inserts
Customer communications
Explains products, service and next steps
- Welcome kits and onboarding packets
- Personalized letters and offers
- Newsletters and education pieces
- Direct mail and postcards
- Service-support materials
- Branch information packages
Marketing & sales
Builds awareness and supports growth
- Product and rate collateral
- Campaign brochures and flyers
- Branch signage and displays
- Presentations and proposals
- Business cards and stationery
- Event and community materials
What that demands of a production environment
Secure output
Customer documents and account communications handled consistently, at volume.
On-demand production
Produce the quantities and versions needed for current products, rates and disclosures.
Relevant personalization
Variable data that makes statements, offers and service messages more useful.
Professional finishing
Inserting, packets and mailers planned as complete customer communications.
How FlexTG can approach it
A production environment built around control, relevance and service.
The more useful production print conversation starts with the work: where it originates, which communications carry the greatest risk, how they flow, how much they cost and what the environment costs to operate. FlexTG can help banking teams answer those questions before designing a plan.
Understand the complete communication environment
Start with statements, disclosures, marketing collateral, office fleet, finishing, vendors and the work routed outside. Goal: create a shared current-state picture before recommending change.
Match production to the moment
Review volumes, updates, formats, delivery needs and personalization requirements. Goal: identify where workflow or production changes could reduce friction.
Make ordering and governance practical
Examine how teams request, approve, produce and reorder materials. Goal: support practical control without creating avoidable administrative work.
Build service and visibility into the plan
Set an approach for maintenance, supplies, reporting and ownership that matches the branch and operations footprint in scope. Goal: establish clearer accountability.
Approach is proposed for discussion and tailored to the environment assessed with your team.
Turnaround, quality and control
Faster to market. Stronger in control.
Banking teams should be able to put a production environment behind their print questions. Can it produce the right thing on time? Can we prove the process is controlled? Can we see what it costs?
| Outcome | What to examine | Where opportunity can appear |
|---|---|---|
| Throughput & turnaroundKeep work moving |
|
|
| Cost & material controlReduce avoidable waste |
|
|
| Quality & accountabilityMake standards usable |
|
|
Potential outcomes depend on the assessed environment; no savings, uptime or turnaround figure is implied.
The next step
The production print assessment
Before recommending a solution, FlexTG can assess the production environment your banking team actually runs — the communication types, workflows, branch and operations settings, outside providers and cost lines connected to production.
Scope & baseline
Confirm the settings, communication types and priorities that define a practical starting point.
Walk the environment
Review production devices, office fleet, finishing, workflow and the work routed outside.
Analyze and model
Bring volumes, formats, turnaround and cost lines together into one current-state picture.
Readout and plan
Review findings, agree the measures that matter and shape the roadmap with your team.
What you receive
- A current-state map of the production work your teams run today, in-house and outside.
- A view of workflow, turnaround and finishing across the communication types in scope.
- The cost and vendor lines connected to production, gathered in one place.
- A complimentary cost benefit analysis of the environment assessed with your team.
- A proposed, right-sized production print roadmap to review together.
Request your production print assessment
Tell us where the work sits today. A FlexTG production print specialist will follow up to scope the assessment.
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