Richards will help ensure timely and accurate delivery of communications relating to a financial merger.

Richards has decades of experience working closely with financial institutions providing printed and emailed communications to both commercial and consumer clients. Richards will help ensure timely and accurate delivery of communications relating to a financial merger.

Richards has decades of experience working closely with financial institutions, printing and emailing merger communications to both commercial and consumer clients. We understand the legal communication deadlines and the expectations of your merger, marketing and compliance teams.

From transactional/statement inserts or personalized, confidential mailings with variable data—to formatting documents for compliance approval or distributing multi-branch signage —we’ve developed solutions with a focus on data security. These solutions help financial institutions quickly and accurately communicate a message of trust and outstanding service after a financial merger occurs.

Solutions

  • Project Management: detailed timelines ensure appropriate teams are distributing new account details and branch information as legally required.

  • Online Ordering Portal: order targeted, personalized letters with or without additional inserts while ensuring your clients' personal financial data stays protected for each order or mailing.

  • Postage Savings & Traceability: Richards ensures mailings go out on time and are trackable while maximizing postage savings. The option to deliver documents securely via email is also available.