Customized marketing is essential to winning new customers. New and existing regulations require continual contact with current customers. Know Your Customer (KYC) is an example that creates a need to for multiple forms of printed, standardized and customized documentation. Web2Print On Demand allows financial services to efficiently create and fulfill these requirements. Some examples of Web2Print On Demand’s applications in the financial services industry include:

  • Regulatory Compliance Letters
  • Customer Correspondence
  • Marketing Material
  • Investment Services Brochures
  • Investment Banking Tri-folds
  • Annuity Statements
  • Prospectus Pamphlets with charts and images
  • Policy Statements
  • Banking, Investment, and Loan Statements
  • Annual Reports
  • Training Materials
  • Employee communications
  • Market Segmented Postcards and Brochures

Security of customer data is key. Macrosoft’s Web2Print On Demand is complaint with Payment Card Industry Data Security Standards. Internal security features of the application include role based security, encrypted password protection, and encrypted data storage for all personal and credit card information. Further questions regarding security can be directed to Macrosoft’s technology team.