Back to School on Credit Union Statement Marketing
As the holiday season approaches, maximize your credit union’s impact by leveraging business-critical documents for marketing. With Americans spending an average of $620 per person on gifts, holiday statements are prime for cross-selling and upselling—from 529 accounts for parents to auto loans for gift buyers. Integrate affiliate advertising to generate additional revenue as B2C businesses seek ad space in your documents.
Partnering with a document service provider allows you to create personalized, dynamic, and automated messaging, tailored to reach specific member segments. Transform statements into powerful, low-cost marketing tools this holiday season. Contact us for a consultation.
Document Consolidation for Efficiency and Effectiveness
Streamline customer document management with householding and ePresentment. Householding reduces mailing costs and improves customer experience by consolidating multiple accounts into a single statement. ePresentment offers an easy, 24/7 online portal, providing instant document access while lowering support calls. These solutions enhance customer satisfaction and efficiency—contact Lanvera to optimize your communications today.
Missed Marketing Opportunities
Don’t miss out on transpromo marketing—leverage transactional documents as high-impact tools for customer engagement. With nearly 100% open rates, bank statements, bills, and insurance documents are ideal for personalized marketing and educational content. Embed targeted promotions, links, or QR codes to drive customers to your website or digital channels. By partnering with a data-savvy print provider, you can transform routine documents into powerful, cost-effective marketing assets. Connect with us to harness the full potential of transpromo messaging.
Industry Change is coming. Will you be left behind?
Industry change is inevitable. As regulations and technology transform your industry, your customer documents play a crucial role in adapting to this shift. Compliance updates are constant, and today’s customers expect fast, personalized communication through documents, mobile apps, and web portals. To stay competitive, your business needs an agile system for instant document updates, ensuring you’re always compliant and ready to engage.
Solution: A self-service content management system lets you upload new, targeted marketing messages and make quick adjustments to documents as regulations change. Lanvera’s client portal streamlines compliance and marketing with easy change management—transforming how you respond to industry evolution. Contact us to learn more.
Managing Data and Physical Security
Data security for organizations that handle sensitive information for their clients is extremely important. Reports of privacy violations resulting from misuse of data, unauthorized employee access, and loss or theft of devices containing unencrypted data can cause big problems and public embarrassment. Data protection safeguards can be separated into three categories: administrative, technical, and physical. […]
The Pitfalls of Pricing Comparisons
Companies attempting to compare pricing from competing outsource document service companies have a difficult task. Each vendor may offer a different menu of services and price schedule. Invoice line item evaluation can be time consuming and confusing. Outsource companies bundle services differently. Some companies quote a single price for printing and inserting a document. Other […]
Omni-Channel Communication Access-A Paradigm Shift
Financial institutions (FI’s) typically generate lots of documents they send to their customers. FI’s send statements, bills, privacy policy notices, account feature updates, marketing materials, tax forms, and more. To customers, these communications seem to come from the same place. They all feature the FI’s logo and corporate colors and they reference the customers’ accounts […]
Integrated Customer Experience a Challenge for Financial Institutions-
Many financial institutions struggle to integrate customer-facing applications. Program administration often resides in separate business units with little synchronization between them. Coordinated customer experience (CX) is difficult to achieve when the applications are running under separate software and accessing independent databases. This situation came about as financial institutions (FI’s) scurried to meet rapid implementation targets […]
Harness the Power of Dynamic Marketing in an Automated World
Marketing without targeting is not a winning strategy. Most of us are bombarded with hundreds of messages a day that aren’t relevant or valuable, so we delete, toss, and tune out. Marketing wins are based on data analytics. Data allows you to hit the right note with your intended audiences. Remember generic bill stuffers for […]
Customer Documents: The Most Critical Component of your business
To an outsider, the customer documents your business sends out could seem merely mundane, consisting of financial files filled with numbers and transactions, solely used for record keeping. This is a common misconception. This overlooks the potential insights and opportunities they hold, as customer documents are one of the most critical components of your business. […]
