Credit Unions
Credit Union Outsourcing Solutions
Today, future-focused credit unions know they have to provide a top-notch digital experience — from digital Member statements to home banking integration. Lanvera has decades of experience in credit union Member communications as a one-partner solution across all delivery channels. Our digital offerings, designed and built for mobile, offer our Clients a way to transition into the next generation of Member communications.
Lanvera Offers More than Credit Union Statement Outsourcing
- Increase Digital Adoption Rates with our mobile responsive Digital platforms
- Sync Core, Digital Banking, CRM, and ePresentment platforms with real-time APIs
- Simplify with one partner and one platform for all Member communications, both print and digital
- Integrate ePresentment with CSR & Online Archiving
- Leverage our best-in-class Print & Mail operations
We Design, Build and Deliver all Member Communications
- Monthly Statements
- Tax Forms (1099s)
- Mortgage Statements
- Daily Notices
- Credit Card Statements
- Loan Coupons
Personalized Marketing - Consistency in Print and Digital
- Document Messages & Ad Banners
- Envelope Inserts & Overprints
- Email Ads
- Color Inline Inserts
- ePresentment Page Content
- Buttons with Hyperlinks
Lanvera's Advanced Software Platforms
- ePresentment
- Client Portal
- CSR & Online Archiving
- Address Management
- SMS Text
APIs
Our API Product team is dedicated to building and supporting real time APIs for member and online user data. If your Core, Digital Banking and CRM vendor offers API connectivity, and we don’t yet have an installation, we’ll get it done as part of your implementation. Our API gateway makes new implementations simple and fast. Rest assured – we’ll support APIs to all major credit union software providers.
Software Partners
Explore our network of leading technology partners driving innovation and excellence.
Frequently Asked Questions
Find answers to common questions about how our solutions help credit unions deliver seamless and personalized customer communications.
General Questions
CCM (Customer Communications Management) outsourcing allows credit union to streamline, automate, and optimize member communications, such as statements, notices, and disclosures while ensuring compliance and reducing operational costs. Partnering with credit union outsourcing companies enhances efficiency and improves member engagement.
• Monthly statements
• Loan and mortgage statements
• Notices
• Tax documents
• Payment reminders
• Regulatory disclosures
By centralizing document production and delivery, credit union outsourcing ensures accuracy, consistency, personalization, and multi-channel delivery (print, email, mobile).
Technology & Integration
Our solution seamlessly integrates with core banking systems (e.g., Symitar, Fiserv, Jack Henry, Corelation) using secure API connections or file-based data transfers.
Yes, we provide print, email, text messaging for credit unions, online banking, and mobile app communications to ensure members receive documents through their preferred channels.
Our platform includes automated validation, real-time tracking, and audit trails to detect and correct errors before documents are sent, making credit union statement processing companies a reliable choice for accuracy.
Absolutely! We apply consistent branding, templates, and formatting across all communication channels to ensure a uniform member experience.
Operational Efficiency & Cost Savings
Credit union outsourcing reduces the costs of printing, mailing, manual processing, IT infrastructure, and regulatory compliance, allowing staff to focus on member services instead of document management.
Yes, our solutions support digital transformation by promoting eStatements, email notifications, and online document access, reducing printing and mailing expenses. Credit union outsourcing companies also help optimize these digital strategies for better cost savings.
Marketing & Personalization
Yes! We use member data to personalize messages based on their financial behavior, transaction history, and preferences, making marketing more relevant and effective.
You can promote loan offers, credit card upgrades, financial education programs, referral programs, upcoming promotions, and other services relevant to your members.
Yes! Whether it’s printed statements, eStatements, emails, or text messaging for credit unions, marketing can be included across all channels to maximize engagement.
