Secure, Data-Driven Critical Communications.
We deliver automated, multi-channel solutions for your most important documents—from financial statements and invoices to regulatory notices and data-driven marketing.
Get a Security ConsultationA Full Suite of Customized Solutions
Financial & Transactional
Automate the delivery of financial statements, e-statements, invoices, and notices with complete accuracy and tracking.
- Financial Statements
- Invoices & Notices
- E-Statements
Regulatory & Compliance
Ensure timely delivery of time-critical and regulatory-compliant documents with full audit trails and reporting.
- Time-Critical Documents
- Regulatory Letters
- Compliance Notices
Marketing & Direct Mail
Leverage your data to create highly personalized, one-to-one direct mail and multi-channel marketing campaigns that drive results.
- Data-Driven Direct Mail
- Multi-Channel Campaigns
- Personalized Letters
Your Data is Safe With Us.
We keep your data secure through industry-regulated safety procedures, protocols, and methods.
SSAE 18-2 Audited
Our processes are rigorously audited under SSAE 18-2 standards, ensuring the highest level of security and operational integrity.
PCI Compliant
We adhere to strict PCI DSS compliance, guaranteeing the secure handling of sensitive payment card information.
HIPAA Compliant
We meet all HIPAA requirements for the secure processing and delivery of protected health information (PHI).
Deliver the Data You Want, How Your Customer Wants It.
Our platform integrates all forms of delivery—from print and mail to electronic and text—allowing your customers to choose how they receive their critical documents. The printed and mailed documents are replicas to what is delivered electronically and available online. This omni-channel approach increases engagement, reduces costs, and enhances customer satisfaction.
Use Your Data to Drive Success
Access to individual marketing functionality based on data values for true one-to-one dialogue with your customers. We can enhance documents with variable graphic overlays and text-based messages that are relevant to each individual recipient, increasing engagement and response rates.
Engage Your Audience with Leading Technology
Augmented Reality (AR)
Bring your print materials to life with interactive AR experiences that bridge the gap between physical and digital.
QR Codes & PURLs
Drive traffic to online resources and track engagement with unique QR codes and personalized URLs (PURLs).
Variable Graphics
Customize images and graphics on each document based on recipient data for a truly personalized experience.
Best-in-Class Capabilities
High Speed Inkjet Production
Leverage state-of-the-art inkjet printers for vibrant, full-color personalization on every document.
Postal Presort & Comingle
Optimize your mailings and achieve the lowest possible postage rates through our advanced presort and comingling services.
Multiple Page Inserts
Include targeted, variable inserts such as promotional offers or important notices within your transactional documents.
Design & Creative Services
Expert document design and creative services to make your communications more engaging and effective.
Data & eDelivery
Secure data processing, eDelivery, and electronic presentment options for modern, multi-channel delivery.
Mail Tracking & Reporting
Gain end-to-end visibility with real-time mail tracking from production to delivery, supported by comprehensive reporting.
Mineable Archival Systems
Access secure archives of your statements, invoices, notices, taxes and uncover valuable business intelligence.
Personalized Marketing
Leverage your data to create highly targeted one-to-one direct mail campaigns that drive higher response rates.
Measurable Impact & Proven Success
0%
Accuracy in Data Processing
0%
Increase in E-Statement Adoption
$0+
Saved in Annual Postage & Material Costs
How a National Credit Union Drove Engagement and Cut Costs
A leading credit union needed to modernize its member statement process, which was costly, slow, and lacked digital options. They partnered with Smart Source to overhaul their entire critical communications workflow.
Our Solution:
- Redesigned statements for clarity and cross-promotion.
- Launched a secure e-statement portal with multi-channel delivery.
- Automated data processing to reduce manual errors and costs.
The Proof is in the Output
Ready to enhance your customer relationships with secure, automated, and data-driven communications? Our experts are ready to build a solution for you.