Financial Services

Our vast experience in the financial services market includes retail banks, credit unions, mortgage lenders, investment firms, debt collection, and consumer finance. With strategically designed and targeted customer communications, we can help strengthen your customer relationships. Periodic interactions with your customer is critical in building brand loyalty and cross-selling more services. Regardless of whether you utilize personalized monthly statement messages or perhaps online interactions with payment portals and eStatements, we can help.

SourceLink can combine multiple disciplines to bring you to desired response lift: MICR printing, intelligent inserting, electronic messaging, high-speed color with variable messaging, or monochromatic laser printing. 

Our SSAE-16 Type II audit procedures means that our best-in-class data security processes keep your data safe.  And our technology-driven infrastructure includes camera verification, postal collation, and intelligent insertion to deliver 100% document integrity.

Guaranteed.

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Retail Banking

Are you making the most out of your statement output?

Customer communication is crucial to account growth and retention. The hub of customer communications lies with your document and statement output. And since electronic communications are imperative today, you should partner with a solutions provider who can make this process convenient for you and your customer.

But whether you transition to electronic delivery methods or stay with the traditional paper statements, quality interactions are a large contributor to customer loyalty.  Since so many bank products look alike today, your communications had better be meaningful and memorable in order to acquire and retain new customers.  Let our teams demonstrate how statement redesign and transpromotional messaging can turn your document output into a true revenue engine.

In fact, we feel so strongly about the benefits of a meaningful statement, we offer a free review of your current statements.

How are you marketing to your customers?

When selecting a bank, customers consider quality interaction more salient than product features. You need to differentiate yourself by more than just price.  We’ve helped countless clients develop customer acquisition and retention programs -- all with an eye to the bottom line.  Our data mining and analytics teams can strategically structure cross-sell programs that will make your customers open, read, and take action on relevant offers such as mortgage or automotive refinancing, wealth management, cash rewards credit cards, and more.

Sending the right offer to the right customer will make all the difference in your acquisition and retention rates.

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Credit Unions

It all starts with the statement

Credit union members place great value on the relationship with their credit union, and this begins with intelligently managed communications. Quality, directed interactions contribute more than any other factor to member loyalty, and an outstanding member experience is critical to profitable acquisition and retention.  Are you offering the most robust eStatement, mobile, and online solutions to augment your printed statement?  We can help.

We’re so confident we can help that we will even provide a FREE review of your current statements.

Are you offering your members additional services?

Credit union members are also more likely to have fewer financial relationships (versus bank customers). They are extremely loyal and value word-of-mouth advertising and personal endorsements. Providing a superior member experience by offering relevant service additions with targeted, variable-data messaging is paramount to improving your cross-sell ratio. Our analytics and data mining teams can help you to reach a greater member retention number.

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Consumer Finance

Our expertise in the consumer finance industry translates to improved marketing programs and a higher ROI for every marketing dollar you spend. For over 20 years, we’ve helped consumer finance companies reduce acquisition costs, find new prospects, direct more business to the branches, improve retention rates, lower costs and increase close rates. We offer MICR printing, 100% mailing authentication and a sophisticated quality control system. We also offer an intangible - know-how. We've been at this for years, and know the state laws, set-up processes and MICR specs that go with live check printing.

SourceLink is experienced in live check mailings, pre-approved offers and "invitation to apply" campaigns. Customer growth, renewals and former customer mailings can be the lifeblood of your business. SourceLink knows how to keep your customers coming back, with proven campaign strategies to reengage current and former customers. If you're interested in statement mailings, we have a rich history in this side of the business as well. We can provide address hygiene throughout the delivery cycle, ensuring that the right message gets to your customer's current address.

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Consumer Finance Brochure
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Credit Card Acquisition

 Our teams have substantial expertise in managing and producing complex credit card acquisition campaigns. The majority of our experienced management team actually grew up in the credit card marketing arena and have been intimately involved in developing techniques and technology for Fortune 100 financial services companies. Whether we strategically determine to utilize trigger-based programs or something as simple as continuous color variable production, we can offer you the perfect blend of technology and resources to ensure success for your intricate acquisition campaigns.

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Mortgage Products

Government regulations requiring periodic, regular mailings have become an exciting opportunity today for mortgage lenders. SourceLink can help you adhere to the regulations while improving your ROI. If you wish to streamline remittance tracking or to identify new techniques to supplement the coupon book of yesteryear, or even if you simply want to upgrade your statement production and move towards an electronic delivery, we can help.

Whether your goal is to initiate first mortgages, refinance existing loans, or stimulate home equity lending, our data analytics and modeling will clearly define the target audience. Our creative staff will deliver the appropriate message, and our production and digital marketing services will ensure that your messages resonate for optimal results in every campaign.

In addition, MORE, SourceLink’s direct mail mortgage refinance solution, will maximize the impact of any mortgage lending program. Download our brochure for additional details.

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