Banks & Credit Unions
Banks & Credit Unions
Regardless of your reason to outsource, we can promise you two things: it will save you money, and it will save you time. You need a partner you can trust. SourceLink has been working with banks and credit unions for over 50 years, and has been the trusted partner to over 250 banks and credit unions and hundreds of lenders in the financial services sector. You will never have to sacrifice quality for savings, and with strategically placed redundant print facilities, you will never worry if your statements made it out on time. Our postal and print procedures mean maximum discounts for you, and flexibility to grow with your needs and customers.
Our business is set up around security and service. We are trusted by the Social Security Administration because of our security procedures, and we boast industry-leading document accuracy. We operate a Tier 3 data center with a redundant physical location, so any fear you have about sharing sensitive customer data is alleviated. Between deep QC inspections at each facility and yearly PCI and SOC 2, Type-II audits, you can rest easy knowing that SourceLink maintains some of the strictest and most comprehensive security measures of any organization in our industry.
As part of our commitment to quality service, we make it a point to learn the ins and outs of your business. Our dedicated employees are familiar with the minute details of every step in the process, from when the data is received to when the mail is delivered. We also understand that your business needs are unique, which is why we utilize our broad array of tools to build a custom solution that will work for you. We have a creative and knowledgeable staff of client service professionals and data programmers who listen to you and can help build solutions that you may not have even considered.
In an age of increasing regulatory scrutiny, consumer lenders are more and more under fire for documenting all of the steps to a loan, from proof of adequate lending disclosures, to archiving each loan electronically – even when the loans originated from a printed communication. SourceLink’s compliance offerings for consumer lenders include document print and mail, electronic statements, secure document archival, mail tracking, customer intelligence and analytics.
Additionally, elements of the Dodd-Frank act that greatly impacted the banking and mortgage lending space have the potential to also impact the consumer lending space. If you are preparing for the future, now might be the time to think about customer statements for your lending operation to audit-proof your business. Many of our marketing customers in the consumer finance space are already migrating towards customer statements in preparation for future legislation. Many of our clients are taking advantage of eStatements as an inexpensive option to stay ahead of audits and future compliance concerns. We handle payment notices and undeliverable mail with mail tracking, address updates, and postal optimization – saving you time and money on undeliverables before they are ever sent.
We have over 30 years of experience working with consumer lenders, and are members of the American Financial Services Association and the Community Financial Services Association of America. Our extensive marketing partnerships, MICR printing and mail production place SourceLink as the #1 partner to consumer finance partners in the country.
When you’re sending out a high volume of invoices each month, postage, print costs and your time can really add up. Are you looking to cut down on your customer service hours? Looking to (significantly) reduce postage costs with same-day electronic communications? Looking to enhance your eStatement offering or redesign your statement? We can help. Whether fax, email or mail communications, we know your business.
We see postage as a passthrough, not a profit center. Whether you are looking to cut down your costs and time spent on processing invoices and accounts receivable or you are looking to streamline remittance and save on delinquent payments, we've developed document and statement solutions specific to distributors' needs. Our approach is rooted in automation and convenience, and we have the frameworks in place to consolidate invoicing across physical locations, for time and money savings. Additionally, our state-of-the-art eStatement platform can dramatically reduce the time and cost of daily, weekly or monthly invoicing.
Do you have an electronic customer support archive? Here are a few reasons you might want to consider one:
Ever need to reference questions or support inquiries, and have to dig through emails and repositories without being able to search?
Ever need to re-send a statement, but it’s a pain to track down?
Ever need to take a direct action from a support need or fulfillment request?
We can help solve these pain points and more. Once you migrate to an online support platform that is searchable and archived, you'll never want to turn back.
There are many motivations for a healthcare insurer or provider to outsource – capital investments in printing machinery, costs of stocked inventory, data, risk and security concerns, postal consolidation and speed to market. SourceLink alleviates these concerns for you, and helps you reap the economic benefits that comes with a scaled operation.
SourceLink works with healthcare providers and Medicare plans for all member-facing critical communications. We are a HIPAA, PCI and SOC 2, Type-II audited organization with redundant physical locations to handle large scale projects with ease and quick turnaround.
Additionally, secure document archival paired with mail tracking can protect providers with additional levels of security in delivery verification and as a failsafe for audit compliance. In addition to print and mail strengths, SourceLink is a partner in helping reduce the amount of undeliverable mail you send through up-front data hygiene processes and postal optimization techniques. There are many reasons to outsource, but the key differentiator in the decision is a trusted partner with years of experience in YOUR business.
Are your customers getting the most out of their statements? Are they easy to read? Do they maximize available space? Can your customers access their statements electronically? As a utility’s relationship with its customers becomes increasingly dynamic - and utilities shift to a customer-centric model - we have the necessary tools to help create effective customer communications management.
Customer data is the foundation of a utility's customer communication management program. Your customers trust you with their data – and you want to always make sure their data is secure. Our SOC 2, Type-II audit means our best-in-class data security processes help keep your data safe. Improving the billing experience starts with the actual statement. The immediate benefits of statement redesign are timely payments, web-based customer services, and first-call resolution. These immediate benefits can significantly increase your bottom line.
The current shift to a customer-focused service model requires nurturing customer relationships through personalized communication. Here at SourceLink, we draw from our vast experience to put this customer-centric model to work for you. We recommend and execute a phased approach:
As each phase leads into the next, the billing and statement process turns into a true two-way dialogue. Be sure to download our whitepaper to the right, "Crawl, Walk, Run: A Three-Phase Approach to Profitable Customer Communications Management for Utilities."
As a Top 5 Government Print Office partner, SourceLink has demonstrated a long-standing commitment to security, accuracy and speed-to-market. Even one error is unacceptable when you are handling data as sensitive as Social Security Numbers and benefits statements. SourceLink’s rigorous audit processes ensure that data is secure. As a Top 5 Government Print Office supplier, SourceLink has been printing and mailing millions of Social Security and other government statements for the last several decades. Extensive on-site quality control procedures ensure physical pieces are reviewed before they ever leave the building.
There are many motivations to outsource – capital investments in print and mail machinery, costs of stocked inventory, data, risk and security concerns, postal consolidation and speed to market. SourceLink takes these concerns away, with three redundant production facilities with daily capacities in the tens of millions. You can alleviate the stress that comes with insourcing your document and statement production, and reap the economic benefits that comes with a scaled operation.