Services

Complete Program Management:

PRINTING
collateral / brochures / annual reports

You have lots of options when it comes to your printing needs. Local quick print shops. To large press operators. To brokers who don't actually print but represent printers.
WARNING > > > Using multiple printers often results in inconsistency. Selecting different printers based on the project can be costly and time-consuming. Projects managed separately could have been streamlined. Many activities could have either been avoided or utilized for multiple purposes.

Source4 SOLUTION > > > One source for printing reduces or eliminates "reinventing the wheel" on every project. One source for printing uses or recycles design, pre-press, production and distribution services for many jobs versus one job. One source for printing manages all stages, from prepress to production to finishing to inventory and distribution.

STATEMENTS
document management / forms / eBiz

Your business is all about documentation. The management and recording of transactions for your customers and all stakeholders. You need excellence and accuracy in document design, production, usage and processing. And you need to have your hands on all of it.
WARNING > > > Using multiple forms companies is asking for trouble. Items slip through the cracks if you depend on one supplier for computer forms, another supplier for paper, another supplier for electronic or digital, and still another for packaging and storage.

Source4 SOLUTION > > > One source for your organization's document management - both paper and electronic (digital)-reduces or eliminates redundancies. One source for all document needs is a better way to ensure consistency, quality and accuracy in design, production, utilization, storage and distribution. One source for document management is much easier to manage, control, evaluate and integrate with other business processes and operations.

DIRECT MAIL
postcards / stuffers / specialty

In looking at all the ways to market to customers, some financial service companies forget the most important thing - the value of frequency and repetition. Study after study confirms it... constant and repeated exposure to a message (even a boring one) draws more response than a single exposure to the most creative, high impact message - no matter how compelling. And the message for today's audiences needs to be delivered often and presented briefly. Direct mailings - especially in the form of postcards and statement stuffers (sharing the envelope already going out) - are the perfect vehicles to accomplish this.
WARNING > > > Using multiple sources for direct mail often results in communicating mixed messages or other inconsistencies.

Source4 SOLUTION > > > One source for your direct mail is a much better way to ensure that each recipient of a message (whether it came from a postcard, a slip in their statement, etc.) sees and recognizes the same company and identity every time. One source managing your direct mail activities reduces or eliminates scheduling voids or overlaps and processing redundancies. One source for all components of mailing and distributions is much easier to track, measure, schedule, budget and control.

NEWSLETTERS
customer communications / relational marketing

By now, everyone involved in managing a business - from sales to administration to customer service - understands that your existing customers are the key to enduring success. It is much easier and more efficient to continue business and to expand business by serving your current customers than to acquire new ones. Instilling loyalty and focusing on continuous communication with each customer are critical measures you must take to retain your base. Regularly scheduled newsletters and updated content on your website provide the best ways to strengthen your relationship. Your customer should see that you are not just a financial institution - you are an organization of people who are interested in serving him. The best newsletters present useful information and services that position your company as a viable and preferred way of doing business.
WARNING > > > Using multiple services for your customer communications increases the likelihood of mistakes or inconsistencies with your other activities.

Source4 SOLUTION > > > One source for your customer communications ensures that each recipient experiences the same message and overall identity of your organization on a regular basis. One source managing your newsletter is better able to integrate content, ensure consistency, and follow standardizations with all your other outgoing activities. One source for producing material not only improves the "unifying" effect of your relational marketing, but it is more likely to increase your response rates because customers are seeing your organization and its services in the same context, in the same manner, and in the same format - repeatedly.

DATABASE MANAGEMENT
generational / segmented marketing

To be truly competitive these days, working with your database should mean a lot more than processing mailing lists. Today's leading financial institutions are taking full advantage of direct marketing in order to serve customers and develop business in the most concentrated fashion so that each dollar spent has a higher rate of return. One such concentration involves much more precision than how "target marketing" was performed in the not-so-distant past. The data that is captured today can provide exactly the information that is needed to penetrate all kinds of vertical markets, specific product / service category opportunities, and customer and prospect demographics. Precision in database segmentation means less of your communication is wasted. In fact, it is possible for you to not only direct your message to the right group or classification - but to the very individual at his designated timeframe or applicable interval.
WARNING > > > Using multiple sources to process your database or manage integrated programs with your database places your organization at risk to everything from security issues to improper or inefficient distributions of content.

Source4 SOLUTION > > > One source for integrated programs that work with your database streamlines your operations and eliminates the redundancies that occur when you outsource to multiple vendors. One source for database-dependent programs allows you to conduct segmented marketing initiatives, such as generational marketing, so that your product is matched to the relevant and qualified recipient.

FULFILLMENT SERVICES
distribution / eWarehousing

The more material you have to store and distribute, the more systems you have to manage, the more personnel you have to have available, and the more space you need for shipping and inventory. For most financial institutions (regardless of the size), it simply does not make sense to be in the warehousing and fulfillment business. Leading organizations form tight alliances and establish formidable relationships with a warehouse and distributor that cover the servicing territories and complements the operations.
WARNING > > > Using more than one source for warehouses and distribution disrupts cost control measures and can cause mismanaged or excess inventory.

Source4 SOLUTION > > > One source for fulfillment services provides centralization and a much easier to manage single point of contact. One source for all your organization's fulfillment needs gives you a better picture and more control of your materials - whether they be printed documents and forms, products and merchandise, marketing materials, or even digital assets (such as PDFs, imaged checks, reports, etc.). One source for fulfillment purposes can be established for internal personnel, your customers, or even your general marketplace.

CONTENT-ON-DEMAND
custom / variable marketing

The day of mass distributions and shotgun marketing is coming to a close for the financial services industry. Today's aggressive and leading-edge organizations are very selective and very precise about who gets what message - and when. It not only doesn't make sense for an 80-year-old customer to get a brochure about a new student loan - a company that sends out such a message has wasted its efforts. Beyond that, the company is perceived as unprofessional and behind the times. People today simply do not have the time to sort through information - and they know they don't have to. With content-on-demand and variable marketing, a person seeking information is able to find exactly what he needs on the spot, and a person receiving information only gets what is appropriate and relevant for his needs at that particular point in time.
WARNING > > > Using multiple services for custom and variable marketing programs creates overlapping and delivery or content inconsistencies, plus a variety of methodologies that can diminish effectiveness.

Source4 SOLUTION > > > One source for both content-on-demand and custom / variable marketing is the best way to standardize and ensure a consistent message. One source for customized marketing programs makes it possible to analyze and compare results in an equitable manner. One source for all e-marketing activities optimizes your integrated approach so that every audience progresses from one tool to the other in a logical and controlled environment.